Posted: July 4th, 2022

Rudy Wong, Investment Advisor – Case study


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  • What is the role of an investment advisor, and how does an advisor such as Rudy Wong attempt to add value.
  • What are the pros and cons of questionnaires and profiling (see case Exhibits 5 and 6 in terms of assisting in the development of an investment plan? What should you include in an investment policy statement?
  • To what extend do emotions and phycological factors affect investment decisions, and how should Wong account for this, given the state of the financial markets as of March 2009.
  • What investment strategies and advice should Wong provide to each of his four clients? how should he communicate with each client?

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