| Description |
1 online resource : illustrations (black and white, and colour) |
| Series |
SAGE knowledge. Cases |
|
SAGE knowledge. Cases
|
| Summary |
It is April 2014, and the small investment management firm Elke Schumpeter founded twelve years earlier in Frankfurt, Germany, is performing well. The fund, Schumpeter Finanzberatung GmbH (SF), has pursued a low-cost market timing (tactical asset allocation) strategy that targets a mix of 60% in the equity market index and 40% in German treasury bills (T-bills) but that also strategically changes the mix in an attempt to beat the passive benchmark. This case explains how the fund has outperformed the passive benchmark by 98 basis points |
| Notes |
Originally Published in: Petersen, M.A. (2015). Schumpeter Finanzberatung GmbH: Evaluating Investment Risk. 5-314-503. Evanston, IL: Kellogg School of Management, Northwestern University |
|
Online resource; title from home page (viewed on April 29, 2016) |
| Subject |
Risk management -- Case studies
|
|
Investment analysis -- Case studies
|
|
Asset-backed financing -- Case studies
|
|
Asset-backed financing.
|
|
Investment analysis.
|
|
Risk management.
|
| Genre/Form |
Case studies.
|
| Form |
Electronic book
|
| ISBN |
9781473972230 |
|
147397223X |
|
