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Compact case
Published by: Ivey Publishing
Originally published in: 2009
Version: 2009-06-08
Length: 5 pages
Data source: Generalised experience

Abstract

The co-founder and chief investment officer of Red River Asset Management is trying to improve the way he communicates his firm''s key benefits to clients. The CIO''s central challenge is that his firm''s investment philosophy focuses on quantitative analysis while most clients are only familiar with - and trust - qualitative analysis. In addition, his presentation skills are not as polished as he would like. This case allows an instructor to discuss the importance of message development and delivery in the financial context. The supplement (B) case, ''9B09C014'' highlights the CIO''s decision and outcome.
Location:
Industry:
Size:
Small
Other setting(s):
2005

About

Abstract

The co-founder and chief investment officer of Red River Asset Management is trying to improve the way he communicates his firm''s key benefits to clients. The CIO''s central challenge is that his firm''s investment philosophy focuses on quantitative analysis while most clients are only familiar with - and trust - qualitative analysis. In addition, his presentation skills are not as polished as he would like. This case allows an instructor to discuss the importance of message development and delivery in the financial context. The supplement (B) case, ''9B09C014'' highlights the CIO''s decision and outcome.

Settings

Location:
Industry:
Size:
Small
Other setting(s):
2005

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