Question
1.As a member of Wendlandt's team, how would you use the information in the case to implement the quality tilt strategy for the available-for-sale portfolio?
1.As a member of Wendlandt's team, how would you use the information in the case to implement the "quality tilt" strategy for the "available-for-sale" portfolio? What additional information would you gather internally at NYLIC and from bond databases to analyze risk-adjusted performance of the portfolio?
2.As a member of Wendlandt's team, how would you use the information in the case to implement the "quality tilt" strategy for the mortgage and other loans portfolio? What additional information would you gather internally at NYLIC and elsewhere to analyze risk-adjusted performance of the portfolio?
3.What behavioral financing processing errors and biases may prevent some investment managers from choosing a quality tilt strategy before financial markets deteriorate?
4.It is relatively easy to look back with hindsight to justify the "quality tilt" strategy in 2007. Shouldn't a portfolio always have a "quality tilt"? Under what condition would the "quality tilt" strategy be the wrong one to pick?
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