Shepherd Middle Office Solutions

Date created
2013
Authors/Contributors
Abstract
This paper is a business plan that examines the feasibility of an investment counsel firm extending a Middle Office solution to competitors in hope of maximizing asset utilization. Small to mid size investment counsel firms are under pressure of margin compression and must find a new way to compete against larger firms and low cost alternative investment products. Shepherd Solutions is a Middle Office service that strives to reduce the distractions of managing the operations of an investment counsel firm allowing management to allocate resources towards value added activities.
Document
Description
EMBA Project-Simon Fraser University
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Copyright is held by the author(s).
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You are free to copy, distribute and transmit this work under the following conditions: You must give attribution to the work (but not in any way that suggests that the author endorses you or your use of the work); You may not use this work for commercial purposes.
Scholarly level
Peer reviewed?
No
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Attachment Size
EMBA 2013 Stephen Au.pdf 1.08 MB