Shepherd Middle Office Solutions

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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.
EMBA Project-Simon Fraser University
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EMBA 2013 Stephen Au.pdf 1.08 MB