UBS internal training materials-Hedge Funds.It covers
SECTION 1 Why Hedge Fund
SECTION 2 Hedge Fund Strategies
SECTION 3 Equity Long/Short
SECTION 4 Equity Market Neutral
SECTION 5 Risk Arbitrage
SECTION 6 Global Macro
SECTION 7 LTCM: Case Study
http://www.gazhoo.com/doc/200909121413265704/UBS-Hedge+Funds+%28172pages%29
The objectives of the workshop are to:
- Introduce a Change Enablement Framework
- Understand the current state and future state at XYZ and why we need to look specifically at Change Enablement
- Understand the elements of the organizational transitions and what needs to happen to align them with the future state
- Understand the personal transitions needed to reach the future state
http://www.gazhoo.com/doc/200908021707229441/Change+Enablement+Workshop+Presentation+-+97+pages
This toolkit is to help companies to articulate its corporate strategy, identify market differentiators and critical business processes, develop key performance indicators, and align all these elements together to achieve its strategic objectives.
It also contains a full set of strategic input sheets for a business function (eg, finance) to develop its own functional strategy, KPIs and action plan.
http://www.gazhoo.com/doc/200909042029350415/strategy+articulation+workbook+-+73+slides
This deck is a report for a global electronics firm which was executing a digital growth strategy in the US. Although it had great products and a rejuvenated brand, the firm lacked a good understanding of the retail channel and thus lacked a channel strategy and relevant capabilities to support its growth.
The contents include:
-Channel strategy project overview
-Review of channel dynamics and key trends
-Review of targeted retailers
-Review of consumer value proposition needs
-How competitors are going to market
-Strategic opportunities and examples of tactics
-Audit of existing channel plans and next steps
http://www.gazhoo.com/doc/200904282315100259/Strategy+Toolkit+%2898+pages%29
This booklet has been put together to support you in structuring and communicating your thoughts on business problems. It contains 50 widely accepted strategy tools (including major framework, methodology, approach, technique, and tools)that can be applied in analyzing many business situations.
Each tool includes a description, application, process, example output, and tricks and tips for using the tool.
This booklet is intended to be your back-pocket gudie to do strategy work for your company or client.
http://www.gazhoo.com/doc/200904172225380947/BU+strategy+training+materials+600pages
The document is a business unit strategy training program used by a leading global consulting firm. The training program focuses on BU strategy development methodology, consisting of 6 modules:
1. Identification of key strategic issues
2. Analysis of structure and dynamics of industry
3. Analysis of characteristics and dynamics of company
4. Assessment of execution capability
5. Evaluation of strategic alternatives
6. Implementation recommendation
Each module contains detail description of the considerations, methodology, key processes & activities, key tools/techniques, examples, deliverables, and usage. The deck has 600 powerpoint slides.
http://www.gazhoo.com/doc/200906161103113292/Pricing+strategy+implementation+toolkit
This toolkit is focused on the point at which we actually ask the customer for a price increase. None of the strategic value of a pricing recommendation matters unless we take action with the customer. There are several tools and approaches that could make the increase more successful.
This presentation has over 60 slides, covering the following sections:
- Pricing action overall issues & obstacles
- Pricing action Maturity Model
- key pricing action tools, including:
- recommended price movement
- internal & external messaging
- account rep training
- tracking scorecard
- incentive and rewards
- List of deliverables (supported by 10+ templates embedded in the presentation)
- Roles of project team
- Project work plan
The presentation has embedded 10+ tools in excel or word format that can be exported and edited during implementation, including:
- recommended price movement worksheet
- talking points for sales leader’s use with account rep
- stakeholder analysis & communication plan
- pricing action scorecard
- pocket price calculator (with a waterfall chart)
- customer value calculator
- price letter templates to customers and distributors
- Compensation template
- Account Plan and etc.
This is a very practical and useful tool for a pricing project. It is also a good companion for the “Pricing Strategy Training” document separately posted at this website.
Powerpoint templates used by management consultants, investment bankers, and marketing professionals. The diagrams are fully editable.
http://www.gazhoo.com/doc/4604/275+Powerpoint+Diagram+%26+Chart+Templates
A comprehensive guide and checklist that details how to execute a due diligence process for mergers, acquisitions, private equity and venture capital deals.
Ideal for investment bankers, accountants, consultants, business owners, and venture capitalists.
This booklet has been put together to support you in structuring and communicating your thoughts on business problems. It contains 50 widely accepted strategy tools (including major framework, methodology, approach, technique, and tools)that can be applied in analyzing many business situations.
Each tool includes a description, application, process, example output, and tricks and tips for using the tool.
This booklet is intended to be your back-pocket gudie to do strategy work for your company or client.
http://www.gazhoo.com/doc/200904282315100259/Strategy+Toolkit+%2898+pages%29
