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Case Study Prompt

Your client is Value Partners, one of the largest listed asset managers based in the United States with offices globally. Value Partners has a broad range of financial products – ranging from active to passive funds across different asset classes (e.g., equities, fixed income, commodities, etc.).

Despite its strong returns and success in the past, its revenue performance in recent years has been lackluster and shareholders are demanding a shift in strategy.

Value Partners’ CEO has hired you to help with that strategy.

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