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Exchange-Traded Funds at Vanguard (A) Case Study Memo
Case Study Recommendation Memo Assignment
At Fern Fort University, we write Exchange-Traded Funds at Vanguard (A) case study recommendation memo as per the Harvard Business Review Finance & Accounting case memo framework. If you are looking for MBA, Executive MBA or Corporate / Professional level recommendation memo then feel free to connect with us.
Other topics that can be covered in the above case memo are . The recommendations in the case memo are - aligned with strategy of the company, based on robust data, and provide a clear roadmap for execution.
Exchange-Traded Funds at Vanguard (A) Description
Finance & Accounting Case Study | Authors :: Robert C. Pozen, Steven Vickers
Vanguard Group management, led by CEO John Brennan, was considering whether to launch exchange-traded funds (ETFs) in early 2000. ETFs, first created in the early 1990s, combined aspects of traditional mutual funds and closed-end funds. The US ETF industry had reached $36 billion in assets under management, growing rapidly over the past few years. Because ETFs were exclusively index-tracking products, Vanguard, the largest index mutual fund company, had some potential expertise in managing ETFs. However, entering this market would present also unique challenges for Vanguard. Vanguard had a philosophy espousing low-turnover investing, while ETFs enabled short-term trading. The company would also need to develop a distribution network for ETFs. Finally, since Vanguard's mutual fund investors owned the company, management considered whether existing shareholders would benefit from an ETF product launch.
Purpose of Finance & Accounting Case Study Recommendation Memo
Elements of a Case Study Recommendation Memo for – MBA & Executive MBA
1. First Paragraph of Exchange-Traded Funds at Vanguard (A) recommendation memo
- This paragraph expresses your intent or action that you required after reading the Exchange-Traded Funds at Vanguard (A) case study (This recommends……).
- Topic overview of the case study (the “what”, not “when” or “how”): costs, funding, etc.
2. Background of Exchange-Traded Funds at Vanguard (A) case study
This paragraph explains why we are talking about this today. It lays out the story. It provides us details from the case story such as -
- Constraints – Provide a situational analysis based on case study analysis.
Does it explain why action is needed now?
Does the appropriate sense of urgency come across in the case study?
3. Recommendations for Exchange-Traded Funds at Vanguard (A) Case Memo
- The details of what, when and how. NO 'why'.
4. Basis for the Recommendations
- Here the reader of the case memo will learn WHY each recommendation is the UNIQUE right thing to do.
- The goal is to read the basis and conclude the recommendation.
- Is the recommendation an inescapable conclusion of the basis?
- Does the basis for recommendation appropriately consider:
1. Core competencies and consistency with mission?
2. External customers and internal clients?
4. Attractiveness – quantitative measures if applicable (e.g., NPV, ROI, break-even, payback)?
- Are all assumptions explicitly stated (e.g., needs, technology trends)?
- Outline other alternatives not selected and provide brief reasoning for doing so.
- Discuss risks and key assumptions for Exchange-Traded Funds at Vanguard (A) case memo (use full disclosure, reference options grid) of your recommendation.
- When you give a precise number or range, you must support the basis as well.
- Is the analysis thorough with key alternatives fairly considered using options grid?
- Risks associated with recommendation for Exchange-Traded Funds at Vanguard (A) are properly addressed given the present capabilities and future expectations?
6. Next Steps for Exchange-Traded Funds at Vanguard (A) case study memo
- Clear follow-up/next steps?
- If appropriate, lay out timeline with key milestones to implement recommendation.
7. Exhibits for Exchange-Traded Funds at Vanguard (A) case memo
- An Exhibit can be a data chart, map, graph, grid, or simple data table.
- Exhibits should be cited in the proper order (i.e., do not cite Exhibit 4 first in your Memo and then Exhibit 2).
Checklist for Exchange-Traded Funds at Vanguard (A) case study memo exhibit
- Is the analysis presented in the case memo - precise, accurate, and data-based?
- Are the exhibits clearly laid out, titled, and referenced in the case study memo?
- Is every assumption mentioned in the case memo is explicitly listed?
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