Case Study of Zeus
Case study of
ZEUS ASSET MANAGEMENT, INC.
Introduction
This case study aim to analysis the performance measurement of the Zeus, and find out the appropriate way to measures the performance of Zeus’s investment and point why the way is suitable for the Zeus. Then estimate some ratios of Zeus and their conpetitor to compare the performance of each investment.
Backgrounds of Zeus
Zeus asset Management was an asset Management Company founded in 1968 in Atlanta. The firm becomes to an independent, employee-owned, money-management firm that serviced both of institutional and individual investors due to response to the employee retirement income act’s (ERISA) deregulation. The Zeus believes that the long term investment with a conservative, risk-averse, quality-oriented approach to investment management can bring an excellent outcomeof investment.
How Zeus differ with their competitors
The Zeus is well known for its unique firm’s investment strategy, customer service, and teamwork style.
The investment strategy of Zeus is more focus on the long-term investment, rather than frequently short-term investment compared to their competitors. The using of strategic asset allocation which focuses on long period shows, that the Zeus believes the long term investment and risk reduce can provide a better return to investors compared to the focus on short period.
Moreover, the commitment to relationship-oriented client service of Zeus provide in person or by phone service to every individual with managing and administering account at the firm to discuss issues with clients. The Zeus’s staffs aims to coincide the requirement of their clients’ objective and judiciously managing their portfolios. For the high net-worth clients, Zeus specialized in building portfolios for the client with specific characteristics regard to taxes, liquidity, legal restrictions, and timing of distributions, diversification, investment horizon and others.
Furthermore, the consisted of
ZEUS ASSET MANAGEMENT, INC.
Introduction
This case study aim to analysis the performance measurement of the Zeus, and find out the appropriate way to measures the performance of Zeus’s investment and point why the way is suitable for the Zeus. Then estimate some ratios of Zeus and their conpetitor to compare the performance of each investment.
Backgrounds of Zeus
Zeus asset Management was an asset Management Company founded in 1968 in Atlanta. The firm becomes to an independent, employee-owned, money-management firm that serviced both of institutional and individual investors due to response to the employee retirement income act’s (ERISA) deregulation. The Zeus believes that the long term investment with a conservative, risk-averse, quality-oriented approach to investment management can bring an excellent outcomeof investment.
How Zeus differ with their competitors
The Zeus is well known for its unique firm’s investment strategy, customer service, and teamwork style.
The investment strategy of Zeus is more focus on the long-term investment, rather than frequently short-term investment compared to their competitors. The using of strategic asset allocation which focuses on long period shows, that the Zeus believes the long term investment and risk reduce can provide a better return to investors compared to the focus on short period.
Moreover, the commitment to relationship-oriented client service of Zeus provide in person or by phone service to every individual with managing and administering account at the firm to discuss issues with clients. The Zeus’s staffs aims to coincide the requirement of their clients’ objective and judiciously managing their portfolios. For the high net-worth clients, Zeus specialized in building portfolios for the client with specific characteristics regard to taxes, liquidity, legal restrictions, and timing of distributions, diversification, investment horizon and others.
Furthermore, the consisted of