238720918 Zeus Asset Management Case Week 5
Executive Summary
Main differences of Zeus from its main competitor are its customer-oriented services, their core strategy of teamwork and they used municipal bond fund to purchase securities. Estimation of risk-adjusted returns is important to Zeus as In Zeus opinion, investors will not pay for the higher return generated by merely taking the higher risk. Investors demand Zeus to utilise professional skills to provide them with a return above the benchmark. There are also advantages and disadvantages of each of the risk-adjusted return measures employed, making some of them to be better applied to a specific type of fund comparison than the others.
Introduction:
Zeus Asset management is a fund management firm founded in 1968 in Atlanta, which is an independent, employee-owned, money management firm in southwest, providing services to both institutional and individual investors. The firm’s investment philosophy believes that conservative, risk-averse, quality-oriented approach will bring about superior performance.
Zeus unique characteristics:
Zeus is very different from its competitors. Firstly, they are well known for its customer-oriented services. Most of the employees served their customers directly. Each employee was engaged in pursuing the client’s investment objectives and dilligently managing their portfolios. This customer-oriented approach gives them a competitive advantage in these high-net-wealth-individuals market.
Furthermore, teamwork was the core of Zeus’s strategy, more than 75% of its investment professionals were CFAs and the average investment professional is aged at 44. Thus, they have more experience than the other competitors in the industry
In addition, Zeus believed that risk minimization and long term investment could get a better result than high return high frequency trading in short term. Thus they tend to allocate asset to long-term movement and also in medium-to-large capital growth fund due to the lower risk nature of these
Main differences of Zeus from its main competitor are its customer-oriented services, their core strategy of teamwork and they used municipal bond fund to purchase securities. Estimation of risk-adjusted returns is important to Zeus as In Zeus opinion, investors will not pay for the higher return generated by merely taking the higher risk. Investors demand Zeus to utilise professional skills to provide them with a return above the benchmark. There are also advantages and disadvantages of each of the risk-adjusted return measures employed, making some of them to be better applied to a specific type of fund comparison than the others.
Introduction:
Zeus Asset management is a fund management firm founded in 1968 in Atlanta, which is an independent, employee-owned, money management firm in southwest, providing services to both institutional and individual investors. The firm’s investment philosophy believes that conservative, risk-averse, quality-oriented approach will bring about superior performance.
Zeus unique characteristics:
Zeus is very different from its competitors. Firstly, they are well known for its customer-oriented services. Most of the employees served their customers directly. Each employee was engaged in pursuing the client’s investment objectives and dilligently managing their portfolios. This customer-oriented approach gives them a competitive advantage in these high-net-wealth-individuals market.
Furthermore, teamwork was the core of Zeus’s strategy, more than 75% of its investment professionals were CFAs and the average investment professional is aged at 44. Thus, they have more experience than the other competitors in the industry
In addition, Zeus believed that risk minimization and long term investment could get a better result than high return high frequency trading in short term. Thus they tend to allocate asset to long-term movement and also in medium-to-large capital growth fund due to the lower risk nature of these