Equinox Asset Management: Starting Fresh Harvard Case Solution & Analysis

After a two-year absence in the financial industry, Tom Henne assess their abilities and decided that he could use his knowledge of the inner workings of the pension fund and to start a new firm, Equinox Asset Management (Equinox). Despite a recent article, which condemned the ability of pension funds to have returned, which made no more than a mirror average, Henne saw his fund can beat the market and achieve alpha. He suggested that this success can be by differentiating Equinox Fund in several ways from the typically large and well-branded funds of banks and insurance companies. Thinking that he still had plenty of time to think about details, Henne was surprised to receive a phone call from a local company wishing to make a presentation Equinox in their offices. Henne had only one week to decide the size of the fund to complete its fee structure, define its positioning and marketing strategy, and to assess the appropriate client base. But most of all, he wondered whether the idea for his foundation was not even true. "Hide
by Chuck Grace, Hugh Stewart Source: Richard Ivey School of Business Foundation 10 pages. Publication Date: May 30, 2011. Prod. #: W11369-PDF-ENG

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