More search options
Basket icon
No items
Basket icon

Product details

By continuing to use our site you consent to the use of cookies as described in our privacy policy unless you have disabled them.
You can change your cookie settings at any time but parts of our site will not function correctly without them.
Case
-
Reference no. CCW210412
Subject category: Finance, Accounting and Control
Authors: Sandra Navalli (Columbia Business School, Columbia University); Cindy Horng (Columbia Business School, Columbia University); Ishan Majumdar (Columbia Business School, Columbia University)
Published by: Columbia CaseWorks, Columbia Business School
Originally published in: 2021
Version: February 3, 2021
Length: 23 pages
Data source: Published sources
Topics: Personal investing; Investing; Investments; Investment strategy; Risk profile; Mutual funds; ETFs; Cryptocurrencies; Momentum investing; Value investing; Debt repayment; Retirement planning; 401(k); Return on investment
Share a link: https://casecent.re/p/177113
| No reviews for this item
This product has not been used yet
View our pricing guide or login to see prices.

Abstract

This case helps individuals learn about different types of investment strategies. It presents three different people with varying risk tolerances and investment objectives and provides information about the investment strategies they adopt.

Teaching and learning

This item is suitable for undergraduate and postgraduate courses.

Time period

The events covered by this case took place in 2020.

Geographical setting

Region:
Americas
Country:
United States

Featured protagonists

  • Jesse (Fictional) (male), Unemployed
  • Maria (Fictional) (female), Assistant Manger
  • Curtis (Fictional) (male), Entrepreneur
Teaching note
-
Reference no. CCW210412TN
Subject category: Finance, Accounting and Control
Authors: Sandra Navalli (Columbia Business School, Columbia University); Cindy Horng (Columbia Business School, Columbia University); Ishan Majumdar (Columbia Business School, Columbia University)
Published by: Columbia CaseWorks, Columbia Business School
Originally published in: 2023
Version: December 13, 2023
Length: 11 pages
Data source: Published sources
View full details
Epilogue
-
Reference no. CCW210412EPI
Subject category: Finance, Accounting and Control
Authors: Sandra Navalli (Columbia Business School, Columbia University); Cindy Horng (Columbia Business School, Columbia University); Ishan Majumdar (Columbia Business School, Columbia University)
Published by: Columbia CaseWorks, Columbia Business School
Originally published in: 2021
Version: December 5, 2023
Revision date: 22-Feb-2024
Length: 15 pages
Data source: Published sources
Topics: Personal investing; Investing; Investments; Investment strategy; Risk profile; Mutual funds; ETFs; Cryptocurrencies; Momentum investing; Value investing; Debt repayment; Retirement planning; 401(k); Return on investment
View full details

About

Abstract

This case helps individuals learn about different types of investment strategies. It presents three different people with varying risk tolerances and investment objectives and provides information about the investment strategies they adopt.

Teaching and learning

This item is suitable for undergraduate and postgraduate courses.

Settings

Time period

The events covered by this case took place in 2020.

Geographical setting

Region:
Americas
Country:
United States

Featured protagonists

  • Jesse (Fictional) (male), Unemployed
  • Maria (Fictional) (female), Assistant Manger
  • Curtis (Fictional) (male), Entrepreneur

Related

Teaching note
-
Reference no. CCW210412TN
Subject category: Finance, Accounting and Control
Authors: Sandra Navalli (Columbia Business School, Columbia University); Cindy Horng (Columbia Business School, Columbia University); Ishan Majumdar (Columbia Business School, Columbia University)
Published by: Columbia CaseWorks, Columbia Business School
Originally published in: 2023
Version: December 13, 2023
Length: 11 pages
Data source: Published sources
View full details
Epilogue
-
Reference no. CCW210412EPI
Subject category: Finance, Accounting and Control
Authors: Sandra Navalli (Columbia Business School, Columbia University); Cindy Horng (Columbia Business School, Columbia University); Ishan Majumdar (Columbia Business School, Columbia University)
Published by: Columbia CaseWorks, Columbia Business School
Originally published in: 2021
Version: December 5, 2023
Revision date: 22-Feb-2024
Length: 15 pages
Data source: Published sources
Topics: Personal investing; Investing; Investments; Investment strategy; Risk profile; Mutual funds; ETFs; Cryptocurrencies; Momentum investing; Value investing; Debt repayment; Retirement planning; 401(k); Return on investment
View full details