The Prudential Asset Management Company

2017 ◽  
pp. 199-203 ◽  
Author(s):  
Dennis Butler
Keyword(s):  
Asset Management ◽  
Management Company

Hedge Fund Due Diligence at Leman Alternative Asset Management Company

2017 ◽  
pp. 1-15
Author(s):  
Pedro Matos
Keyword(s):  
Asset Management ◽  
Hedge Funds ◽  
Hedge Fund ◽  
Equity Market ◽  
Return Volatility ◽  
Due Diligence ◽  
Case Discussion ◽  
Management Company ◽  
Track Record ◽  
Monthly Return

In early January 2008, a senior VP with LAAMCO, a fund of hedge funds known for alternative investments, was conducting due diligence on an equity market-neutral hedge fund. The hedge fund used an option strategy known as a collar (also known as a bull spread or split-strike conversion). The track record of the hedge fund had been stellar. The fund's performance had not only beaten that of the S&P 500 Index over the same period but had done so with much lower monthly return volatility. As part of the due diligence, it was necessary to backtest the collar strategy and try to quantify how much value the manager, BLM Investment Securities, LLC, (BLM) had added. The case is a disguised representation of an actual hedge fund—the true identity of BLM is revealed to students at the end of the case discussion.

scholarly journals Vietnam Asset Management Company as a tool for improving asset quality of Vietnamese banks

2017 ◽  
Vol 9 ◽  
pp. 142-153
Author(s):  
Sylwester Kozak ◽  
◽  
Anh Thi Mai Hoang ◽  
Keyword(s):  
Asset Management ◽  
Management Company ◽  
Asset Quality

Bringing Society Back into the Investment Chain

2017 ◽  
Author(s):  
Diane-Laure Arjaliès ◽  
Philip Grant ◽  
Iain Hardie ◽  
Donald MacKenzie ◽  
Ekaterina Svetlova
Keyword(s):  
Asset Management ◽  
Fixed Income ◽  
Management Company ◽  
Evaluation Practices ◽  
Responsible Investing ◽  
Of Greece

Chapter 6 explores why fixed income managers inside a French asset management company refused to consider the repetitive alerts of Responsible Investing (RI) analysts regarding the solvency problems of Greece and Italy before such issues went public. By comparing the reactions of fixed income managers to the equity managers inside the same company, the chapter identifies the disconnect between the fixed income evaluation practices and the society as being the main explanatory factor of fixed income managers’ reluctance vis-à-vis RI analysts’ suggestions. Elaborating on these findings, the chapter suggests that different groups of actors along the investment chain might hold distinctive views on what the components of the investment chain are, depending on their evaluation cultures.

Millat Tractors Limited: A Shariah-compliant Investment Opportunity

2019 ◽  
Vol 17 (1_suppl) ◽  
pp. S61-S77
Author(s):  
Fazal Jawad Seyyed ◽  
Ch. Tanveer Shehzad ◽  
Hafsa Ashfaq
Keyword(s):  
Asset Management ◽  
Research Team ◽  
Pension Fund ◽  
Agricultural Sector ◽  
Investment Decision ◽  
Investment Opportunity ◽  
Committee Meeting ◽  
Fund Manager ◽  
Management Company ◽  
Strategic Position

The case is based on the investment decision faced by the fund manager of Pakistan Islamic Pension Fund (PIPF), Manal Iqbal, at a leading asset management company, MCB Arif Habib Savings and Investment Limited (MCBAH). In early April 2015, Manal was asked by the chief investment officer of the company to evaluate Millat Tractors Limited (MTL) as a potential investment for PIPF to gain exposure to the agricultural sector of Pakistan. She directed her research team to prepare a valuation report for the MTL stock and reflected on the strategic position of her pension fund for the investment committee meeting on 27 April 2015.

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