BEAssociates: Enhanced Equity Index Funds Harvard Case Solution & Analysis

The expansion of the index fund BEA, product uses derivatives and money market securities, to find the most effective way to "keep count." Considerations include operating costs, prison fees, taxes on dividends and fees from securities lending. In this case, BEA faced with the task of offshore investment portfolio so as to track the S & P 500. Choices include buying the underlying stocks, buying S & P 500 index-linked note, buying futures or does S & P 500 swap, and investing in various short-term fixed-income alternatives. "Hide
by Andre F. Perold Source: Harvard Business School 12 pages. Publication Date: November 17, 1992. Prod. #: 293024-PDF-ENG

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