Zeus Asset Management, Inc.

1207 Words5 Pages
Table of Contents Executive Summary 2 Competitiveness analysis 2 Zeus’s performance measure system 2 Zeus’s fund performance 3 Performance measure selection 3 Assumptions 3 Zeus Equity Fund 3 Table 1.1: Zeus Equity Fund VS S&P 500 Index 4 Table 1.2: Zeus Equity Fund VS Lipper Growth Index 4 Zeus Bond Fund 5 Table 2.1: Zeus Bond Fund VS Lehman Brothers Aggregate Index 5 Zeus Balance Fund 5 Table 3.1: Zeus Balance Fund VS Lipper Balanced Index 5 Zeus International Fund 6 Table 4.1: Zeus International Fund VS MSCI Index 6 Executive Summary This report is aim to evaluate and analyse Zeus funds’ performance on a risk-adjusted basis. A competitiveness analysis has been given based on Zeus’s operation advantages. It also explained the advantages of using risk-adjusted measures and showed different characteristics carried with each measure. Performance measure has been offered and compared with adjusted benchmark proxies. Finally, recommendations on alternative measures have been discussed. Competitiveness analysis Zeus’s main competitors are those top performed mutual funds in particular market areas. Zeus’s clients are high net wealth individuals and foundation-orientated institutional investors. Unlike most of its competitors Zeus has been maintained a long-term strategic asset allocation objective. Zeus has two main advantages compare to its competitors. Firstly, Zeus’s portfolio management group are more skilled and experienced than its competitors. In addition, Zeus’s investment process includes both internal assessments and professional external opinions, which has improved the overall quality of its investment decisions. Secondly, Zeus’s customised operation strategy had provided more flexibility to its clients, which implicitly increased its competitiveness. Zeus’s performance measure system Zeus has implied a risk-adjusted

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