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Case Solution for Equinox Asset Management: Starting Fresh

Complete Case details are given below :

Case Name : Equinox Asset Management: Starting Fresh

Authors : Chuck Grace, Stewart Hugh

Source : Ivey Publishing

Case ID : W11369

Discipline : Finance

Case Length : 10 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

Description for case is given below :

After a two-year absence from the financial industry, Tom Henne evaluated his options and determined that he could exploit his knowledge of the inner workings of pension fund business and start a new firm, Equinox Asset Management (Equinox). Despite a recent article that decried the ability of pension funds to provide returns that did no more than mirror the average index, Henne believed his fund could beat the market or achieve alpha. He proposed that this success could be had by differentiating the Equinox fund in several ways from the typically large and well-branded funds of banks and insurance companies. Thinking he still had significant time to mull over the details, Henne was surprised to receive a phone call from a local company wanting him to do a presentation on Equinox at their offices. Henne had only one week to decide the size of his fund, finalize his fee structure, identify his positioning and marketing strategy, and evaluate an appropriate client base. But most of all, he wondered whether the idea for his fund was even plausible.

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Case Solution for Damien Duff’s Personal Financial Plan

Complete Case details are given below :

Case Name : Damien Duff’s Personal Financial Plan

Authors : Chuck Grace

Source : Ivey Publishing

Case ID : W12247

Discipline : Finance

Case Length : 11 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

Description for case is given below :

Damien Duff was worried. When he graduated from business school five years ago, Damien had had a plan – a good one. The problem, of course, was that plans rarely unfold as expected. Damien and his wife, Katrina, were now expecting their first child. As Damien wrestled with the reality of this news, he took a quick look at his financial plans. Damien knew his career was on track, but his debt load was much higher than anticipated and he hadn’t started his retirement portfolio as planned. With a baby on the way, he knew the expenses would only accelerate. What to do – pay off the debt, start a registered education savings plan, or postpone the retirement savings plan still further?

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Case Solution for Mary Spencer’s Personal Financial Plan

Complete Case details are given below :

Case Name : Mary Spencer’s Personal Financial Plan

Authors : Chuck Grace

Source : Ivey Publishing

Case ID : W12096

Discipline : Finance

Case Length : 15 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

Description for case is given below :

Mary Spencer was putting the final touches on her personal financial plan before graduating from the Richard Ivey School of Business HBA program in spring 2012. Generally, Mary was happy with her plan. Her goals, investment policy statement, and financial budget all made perfect sense to her. However, she kept returning to one number – a 43 per cent tax rate! It did not seem fair that just when she started to make some serious income, she would have to give 43 per cent of it to the government. During one of her courses, Mary had spent some time learning about tax strategies available to Canadians. They all seemed to involve three- and four-letter acronyms – TSFA, RSP, RHOSP, etc. – but she wondered which ones would have the optimal impact on her tax situation, and if there was a combination that would work best together.

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Case Solution for Connor, Clark & Lunn

Complete Case details are given below :

Case Name : Connor, Clark & Lunn

Authors : Chuck Grace

Source : Ivey Publishing

Case ID : W12508

Discipline : Finance

Case Length : 12 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

Description for case is given below :

At the end of 2001, the senior partners of an investment management firm were concerned. The bear market was going on two years, and, worse, the firm’s performance over that time had been less than that of the index. Clients, more than disappointed, were starting to vote with their feet. The firm, a top-10 player in Canada’s institutional investment business, had claimed client assets under management of more than $15 billion in 1998, but was now under serious threat. Without some change in the fortunes of the business, a continued loss of revenue would endanger its viability.<br><br>In the previous few years, the two senior partners had been working behind the scenes on an idea that they thought could return the business to success. The hitch was that the idea involved a radical transformation of the firm. While the senior partners had seen some success with the small steps they had taken with this new business model, they needed to ask their partners to commit to a still largely unproven strategy – a business model that not only had no known comparable model but that also ran contrary to contemporary views of how an asset management firm should be structured. Would their partners commit to the unproven plan?

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Case Solution for Centre Corporate Abbott, Building A

Complete Case details are given below :

Case Name : Centre Corporate Abbott, Building A

Authors : Chuck Grace, Fraser Sager

Source : Ivey Publishing

Case ID : W13449

Discipline : Finance

Case Length : 24 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

Description for case is given below :

The morning of October 9, 2012 found the portfolio manager for the Thackery Real Estate Fund (TREF) lost in thought. TREF was a large investment fund that specialized in commercial and industrial real estate. While TREF had a number of investors, there was one large institutional investor, and it had asked for an update on the fund by week’s end. Weighing on the portfolio manager’s mind was a particular industrial park in Montreal, Quebec known as the Centre Corporate Abbott. He was focused specifically on a proposed investment that required $20 million to purchase a completed, tenanted building known as Building A. In 2008, the portfolio manager had bought two other adjacent properties for $17 million from the same developer. In making his decision, he knew that the economic news across the globe was not rosy. In Canada and Quebec, the manufacturing sector had still not overcome the challenges of 2008’s Great Recession. For Quebec in particular, it also looked like the voters might be leaning towards another separatist government and news of corruption in the construction sector had become daily fodder. The portfolio manager wondered whether he should follow through with the investment and, if he did, how he would explain his recommendation to his investors as early as Friday.

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Case Solution for The University Store: Textbook Travails

Complete Case details are given below :

Case Name : The University Store: Textbook Travails

Authors : Elizabeth V Grace

Source : North American Case Research Association (NACRA)

Case ID : NA0188

Discipline : Accounting

Case Length : 11 pages

Solution sample availability : YES

Plagiarism : NO (100% Original work)

Description for case is given below :

The University Store, a university auxiliary running bookstore operations, was contemplating an overvalued inventory at year-end. The overvaluation was largely a result of changes in the textbook industry, including more frequent text revision cycles and increased competition from internet sellers and e-books, as well as traditional competitors. The immediate issues were to account for the valuation loss on inventory of non-returnable, obsolete books and to value the remaining retail inventory for reporting purposes. Since the non-profit employed generally accepted accounting principles, it was required to report its inventory accordingly, valuing inventory at lower of cost or market. Of long-term concern to the management of the Store was the need to manage the risk of inventory obsolescence. Managers needed to assess the weaknesses in inventory management processes and develop control procedures minimizing future inventory obsolescence.

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