Resource type
Date created
2013
Authors/Contributors
Author: Au, Kar Ho (Stephen)
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
Copyright statement
Copyright is held by the author(s).
Scholarly level
Peer reviewed?
No
Language
English
Member of collection
Download file | Size |
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EMBA 2013 Stephen Au.pdf | 1.08 MB |