Investment house strategy and controllership: the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study
Gespeichert in:
| Hauptverfasser: | , , |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Aldershot, Hants <<[u.a.]>>
Avebury
1994
|
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | IX, 253 S. graph. Darst. |
| ISBN: | 1856283879 |
Internformat
MARC
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| 245 | 1 | 0 | |a Investment house strategy and controllership |b the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study |c Kamal M. Saeed ; Graham Ray ; Cyril Tomkins |
| 264 | 1 | |a Aldershot, Hants <<[u.a.]>> |b Avebury |c 1994 | |
| 300 | |a IX, 253 S. |b graph. Darst. | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b n |2 rdamedia | ||
| 338 | |b nc |2 rdacarrier | ||
| 610 | 2 | 4 | |a Mosnic (Firm) |
| 650 | 4 | |a Investment advisors |z Middle East | |
| 650 | 4 | |a Controllership |z Middle East | |
| 650 | 4 | |a Discretionary administration |z Middle East | |
| 650 | 4 | |a Portfolio management |z Middle East | |
| 651 | 4 | |a Naher Osten | |
| 700 | 1 | |a Ray, Graham |e Verfasser |4 aut | |
| 700 | 1 | |a Tomkins, Cyril |e Verfasser |4 aut | |
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| 999 | |a oai:aleph.bib-bvb.de:BVB01-016829862 | ||
Datensatz im Suchindex
| _version_ | 1804138144073777152 |
|---|---|
| adam_text | Table of Contents
List ofFigures and Tables vii
Preface viii
1. Introduction and Summary ofthe Research 1
2. An Outline of the Approach to this Research 8
3. The Initial Case Study (The Case of Mosnic) 17
4. Analysis of the Initial Case Study and Development of the
Conceptual Framework
(a) Analysis ofthe initial case study 33
(b) The general conceptual framework 44
5. Maintaining the Portfolio of Agents (Pre-Investment Case
Studies) 48
(a) The case of the selection of MIP bank 56
(b) The case of the selection of BJ-S bank 80
(c) The case of the selection and de-selection of Vontov bank 105
(d) Conclusion to chapter 5 125
6. Post-Investment Case Studies 129
(a) The case of monitoring MIP bank during a period
including Black Monday 19 October 1987 130
V
(b) The case of monitoring BJ-S bank 150
(c) Major issues emerging from the post-investment case studies 165
7. Analysis of the Agents Case Studies and Development
of the Detailed Conceptual Framework 169
Analysis Level-I 171
Analysis Level-II 180
8. Primary Conclusion on Strategy Formulation and
Controllership in Investment Houses
(Management Literature Review and Implications for Theory) 198
9. Secondary Conclusion: Review of the Finance Literature 221
10. Implications for Practice and Suggestions for Future Research
(a) Implications for practice 238
(b) Suggestions for future research 243
Bibliography 245
List of Figures and Tables
1.1 The process of practitioner research 5
3.1 The current organizational chart of Mosnic 22
4.1 The general conceptual framework 44
5.1 Stages, processes and attributes (factors) involved in
selection of an agent (pre-investment processes) 51
5.2 Agents strategy structure and processes questionnaire (ASSPQ) 52
6.1 The key variables for the post-investment monitoring of agents 131
7.1 Relationship # 1 (WH #1) 172
7.2 The interaction of agents strategy, structure and processes with
stakeholders religious beliefs, environment and technology 177
7.3 Attributes of agents investment approach 182
7.4 Relationships between agents strategy, structure and processes
and the process of maintaining a portfolio of agents 188
7.5 Feedback between the corporate control system components 195
7.6 The detailed conceptual framework of the investment house
control system 197
8.1 Goold and Quinn s contingency model for strategic control 208
8.2 Simons s process model of relationship between business
strategy and management control systems 211
Tables
4.1 The selection of case studies of agents 46
|
| adam_txt |
Table of Contents
List ofFigures and Tables vii
Preface viii
1. Introduction and Summary ofthe Research 1
2. An Outline of the Approach to this Research 8
3. The Initial Case Study (The Case of Mosnic) 17
4. Analysis of the Initial Case Study and Development of the
Conceptual Framework
(a) Analysis ofthe initial case study 33
(b) The general conceptual framework 44
5. Maintaining the Portfolio of Agents (Pre-Investment Case
Studies) 48
(a) The case of the selection of MIP bank 56
(b) The case of the selection of BJ-S bank 80
(c) The case of the selection and de-selection of Vontov bank 105
(d) Conclusion to chapter 5 125
6. Post-Investment Case Studies 129
(a) The case of monitoring MIP bank during a period
including Black Monday 19 October 1987 130
V
(b) The case of monitoring BJ-S bank 150
(c) Major issues emerging from the post-investment case studies 165
7. Analysis of the Agents' Case Studies and Development
of the Detailed Conceptual Framework 169
Analysis Level-I 171
Analysis Level-II 180
8. Primary Conclusion on Strategy Formulation and
Controllership in Investment Houses
(Management Literature Review and Implications for Theory) 198
9. Secondary Conclusion: Review of the Finance Literature 221
10. Implications for Practice and Suggestions for Future Research
(a) Implications for practice 238
(b) Suggestions for future research 243
Bibliography 245
List of Figures and Tables
1.1 The process of practitioner research 5
3.1 The current organizational chart of Mosnic 22
4.1 The general conceptual framework 44
5.1 Stages, processes and attributes (factors) involved in
selection of an agent (pre-investment processes) 51
5.2 Agents' strategy structure and processes questionnaire (ASSPQ) 52
6.1 The key variables for the post-investment monitoring of agents 131
7.1 Relationship # 1 (WH #1) 172
7.2 The interaction of agents' strategy, structure and processes with
stakeholders' religious beliefs, environment and technology 177
7.3 Attributes of agents'investment approach 182
7.4 Relationships between agents' strategy, structure and processes
and the process of maintaining a portfolio of agents 188
7.5 Feedback between the corporate control system components 195
7.6 The detailed conceptual framework of the investment house
control system 197
8.1 Goold and Quinn's contingency model for strategic control 208
8.2 Simons's process model of relationship between business
strategy and management control systems 211
Tables
4.1 The selection of case studies of agents 46 |
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| illustrated | Illustrated |
| index_date | 2024-07-02T22:30:36Z |
| indexdate | 2024-07-09T21:23:31Z |
| institution | BVB |
| isbn | 1856283879 |
| language | English |
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| physical | IX, 253 S. graph. Darst. |
| publishDate | 1994 |
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| publisher | Avebury |
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| spelling | Saeed, Kamal M. Verfasser aut Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study Kamal M. Saeed ; Graham Ray ; Cyril Tomkins Aldershot, Hants <<[u.a.]>> Avebury 1994 IX, 253 S. graph. Darst. txt rdacontent n rdamedia nc rdacarrier Mosnic (Firm) Investment advisors Middle East Controllership Middle East Discretionary administration Middle East Portfolio management Middle East Naher Osten Ray, Graham Verfasser aut Tomkins, Cyril Verfasser aut HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=016829862&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Saeed, Kamal M. Ray, Graham Tomkins, Cyril Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study Mosnic (Firm) Investment advisors Middle East Controllership Middle East Discretionary administration Middle East Portfolio management Middle East |
| title | Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study |
| title_auth | Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study |
| title_exact_search | Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study |
| title_exact_search_txtP | Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study |
| title_full | Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study Kamal M. Saeed ; Graham Ray ; Cyril Tomkins |
| title_fullStr | Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study Kamal M. Saeed ; Graham Ray ; Cyril Tomkins |
| title_full_unstemmed | Investment house strategy and controllership the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study Kamal M. Saeed ; Graham Ray ; Cyril Tomkins |
| title_short | Investment house strategy and controllership |
| title_sort | investment house strategy and controllership the management of portfolios delegated to discretionary agents a joint practitioner academic research study |
| title_sub | the management of portfolios delegated to discretionary agents ; a joint practitioner academic research study |
| topic | Mosnic (Firm) Investment advisors Middle East Controllership Middle East Discretionary administration Middle East Portfolio management Middle East |
| topic_facet | Mosnic (Firm) Investment advisors Middle East Controllership Middle East Discretionary administration Middle East Portfolio management Middle East Naher Osten |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=016829862&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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