Windward Investment Management Harvard Case Solution & Analysis

Colour instances should be printed in color to maximize their effectiveness. Windward is one of the leading businesses in the Registered Investment Advisor (RIA) industry that seeks to value for its investors through asset diversification and active macro-level investing.

The business implements its proprietary investment model by trading entirely exchange traded funds (ETF). Windward is the best way to fund those opportunities, including raising external capital and contemplating a range of future growth opportunities. The case centers on the valuation of the business if it decides to raise outside capital and on the decision of what opportunities Windward should consider.

PUBLICATION DATE: September 07, 2010 PRODUCT #: 211005-HCC-ENG

This is just an excerpt. This case is about FINANCE & ACCOUNTING

Windward Investment Management Case Solution

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