Morgan Asset Management Harvard Case Solution & Analysis

It's 2010 and Guillermo Araoz, equity research director at Morgan Asset Management (MAM), examines his research budget for the year. Due to the recent decline in the stock markets and the sale of its MAM mutual funds business, MAM decrease in assets under management and, therefore, in his research budget. The case describes the investment process in the MAM, including the stocks are selected and portfolios are constructed, and discusses how the research budget supports this process. Araoz faces the challenge of how best to convey this smaller research budget without a negative impact on investment firms and investment process. "Hide
by Boris Groysberg, Paul M. Healy, Sarah L. Abbott Source: Harvard Business School 19 pages. Publication Date: November 8, 2010. Prod. #: 411058-PDF-ENG

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