Rudy Wong Investment Advisor Harvard Case Solution & Analysis

With stock markets in major decline, Rudy Wong, investment adviser to the asset management company had to decide how best to convince everyone of their clients in the upcoming meetings: talking logical arguments based on his experience in portfolio management and analysis, or to manage emotions and tries to restore the faith of our customers in the markets. He will also need to revise the investment strategy he developed for each client and recommend that they either "stay the course" with the current strategy or to make changes. The case allows the rich discussion of the role of investment advisers, the importance of asset allocation, active and passive management, configuration for investment purposes, the global financial crisis of 2007-2009, and the application of behavioral problems of financing, such as prejudice, relying on heuristics, and framing. "Hide
by Stephen R. Foerster, Jimmy Rogers Source: Richard Ivey School of Business Foundation 21 pages. Publication Date: January 15, 2010. Prod. #: 910N04-PDF-ENG

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