Asset management launch by the Mastercard Foundation, $42 billion, with Luis M. Viceira and Justin Cohen
Case background and context
“Mastercard Foundation launches $42 billion asset management initiative with diversified portfolio strategy.”
You’re not required to replicate this structure word by word, as long as you capture the necessary elements. However, a flexible approach
Asset Management Launch: Luis M. Viceira Justin Cohen
In conclusion
Mastercard Foundation Launches $42 Billion Asset Management Subtopic: “From Single Stock to Diversified
Leading into: I’d say, I would advise against recommending a direct-to-equity structure due to high levels of market risk as well as difficulty valuing intangible asset holdings on balance sheets
“Developing portfolio management strategies with Mastercard Foundation’s $42 billion assets.”
Situation description: As of Q3 2019, 53% of $44 billion of Mastercard (MCBA) assets came from international markets and about half (50%) were unlisted public assets; MCBA’s CEO wanted to move away from a single domestic listing strategy towards expanding international asset management offerings. However, before finalizing this diversification plan, the MCBA’s board, led by Chair Luis M, needed an additional recommendation that could maximize their investment in asset management. The situation poses
“Mastercard Foundation invests in asset management to diversify portfolio and achieve financial stability.”
### **Why I find Mastercard fascinating**
As I read through the context statement of Case Solution – why I hate/love the topic for case background / context (5/18/2017), something jumped out at me as I read the first sentence that “the Mastercard case solution requires analysis of its international investment performance by examining not only asset class mix, but also asset location and geographic diversification.”
I love it so, and I think my reason for this is because we get to explore not only different aspects of international asset markets like geographic position, political environment, currency values but also the various dimensions involved in investing internationally through asset class diversity, market position, and capitalization. For someone who wants to broaden my horizon into different business cultures, this case brings all these aspects under the table while challenging the status quo of a single market entry, and making sure to test your investment hypotheses in real-life scenario before making the decision
“Mastercard Foundation announces $42 billion asset management launch: diversification strategies for investors.”
My take on the case. So this was an intriguing case that offered me the opportunity to broaden my investment skills across different geographies. The Mastercard case is focused on their entry into global asset management while challenging its focus on investment in the United States alone. Although a single stock focus can still be successful for a short while given favorable market circumstances like the US tech boom from the past years, diversification seems necessary for a long-term success, particularly if there are changes in market have a peek here or external factors influencing investments in one country alone. While my primary investment focus for the long-term still remains on the US domestic markets, the Mastercard example did a decent job of presenting various geographies’ impact on diversification, such as asset allocation by geographic location and political environment. It seems the diversification into international markets is crucial given the changing trends
Financial Literacy Education Program for Underprivileged
As you start analyzing the situation at Mastercard Foundation Asset Management, let’s introduce
“Mastercard Foundation launches $42 billion diversified portfolio in global asset management, with Luis M. Viceira
Article title can be adjusted or expanded later (if relevant).