Subject category:
Finance, Accounting and Control
Published by:
Harvard Business Publishing
Version: 15 September 1995
Length: 20 pages
Data source: Field research
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Abstract
Leland O''Brien Rubinstein Associates, Inc (LOR), which profited by selling portfolio insurance to institutional investors, attempts to rebuild itself after the 1987 stock market crash by creating new products to meet the unsatisfied needs of equity investors. LOR proposes to sell a new family of products, called the SuperTrust, which would let investors trade an exchange-listed basket security and to buy collateralized put options on broad equity indices. The case examines the needs that gave rise to the SuperTrust project as well as the institutional roadblocks LOR had to overcome to bring this offering to market. May be used with: (9-294-061) Leland O''Brien Rubinstein Associates, Inc: Portfolio Insurance.
Location:
Industry:
Size:
Small, 35 employees, USD8 million revenues
Other setting(s):
1987-1992
Subject category:
Finance, Accounting and Control
Published by:
Harvard Business Publishing
Length: 20 pages
Subject category:
Finance, Accounting and Control
Published by:
Harvard Business Publishing
Version: 15 September 1995
Length: 23 pages
Data source: Field research
About
Abstract
Leland O''Brien Rubinstein Associates, Inc (LOR), which profited by selling portfolio insurance to institutional investors, attempts to rebuild itself after the 1987 stock market crash by creating new products to meet the unsatisfied needs of equity investors. LOR proposes to sell a new family of products, called the SuperTrust, which would let investors trade an exchange-listed basket security and to buy collateralized put options on broad equity indices. The case examines the needs that gave rise to the SuperTrust project as well as the institutional roadblocks LOR had to overcome to bring this offering to market. May be used with: (9-294-061) Leland O''Brien Rubinstein Associates, Inc: Portfolio Insurance.
Settings
Location:
Industry:
Size:
Small, 35 employees, USD8 million revenues
Other setting(s):
1987-1992
Related
Subject category:
Finance, Accounting and Control
Published by:
Harvard Business Publishing
Length: 20 pages
Subject category:
Finance, Accounting and Control
Published by:
Harvard Business Publishing
Version: 15 September 1995
Length: 23 pages
Data source: Field research