Étude de cas de la Fondation Hewlett, gestion de portefeuill, Portfolio Management

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Quels sont les objectifs de Hewllet Foundation comme fondation?
2. Expliquez et discutez les décisions financières que Hewllet Foundation songent à considérer. Spécifiquement, discutez si la nouvelle politique de placement proposée respecte les objectifs suivants de la fondation :
i. Un objectif de maintenir un taux de rendement à long terme ajusté à l’inflation de 5%, tout en préservant le capital en termes réels.
ii. Un objectif à court terme de maintenir un niveau consistant de dépenses sans fluctuations surprises.
3. Expliquez et discutez les facteurs que le comité de placement de Hewllet Foundation doit prendre en considération s’il décide de doubler l’allocation des stratégies de rendement absolus (ou fonds de couverture).
4. Expliquez et discutez les facteurs que le comité de placement de Hewllet Foundation doit prendre en considération s’il décide de suivre des stratégies « d’alpha portable » (ou programme d’« equitization » pour les fonds propres et de « bondization » pour la dette).
5. Expliquez et discutez les facteurs que le comité de placement de Hewllet Foundation doit prendre en considération concernant la proposition d’un investissement de 5% à Sirius V.

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