The co-founder and chief investment officer (CIO) of Red River Asset Management is trying to improve the way he conveys his business's crucial benefits to clients. The fundamental challenge of the CIO is that his company's investment philosophy centers on quantitative analysis while most customers are only comfortable with - and trust - qualitative analysis.
Additionally, his presentation skills are not as refined as he would like. This case allows an educator to discuss the significance of delivery and message development in the financial context. The nutritional supplement (B) case, product # 909C14, highlights the CIO's conclusion and outcome.
PUBLICATION DATE: June 08, 2009 PRODUCT #: 909C13-HCB-ENG
This is just an excerpt. This case is about LEADERSHIP & MANAGING PEOPLE
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