Measuring market orientation of Muscle Pharm Corp. (MSLP:US) ISM - Investment library | Page 3
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Introduction - business case and project background
From the 17th of June to the 30th of August 2013, I worked at Vontobel Asset Management (VUSA) in
New York, USA. During my tenure at VUSA I was tasked to build an investment library that would assist
Vontobel’s sales staff in understanding and justifying equity security selection decisions, a crucial part of
investment portfolio construction and management. In addition, I was asked to re-design and enhance
the firm’s factsheet template that summarizes the major aspects of the investment thesis for stocks in
Vontobel’s investable universe. The investment library is a tool that aims to help the sales and
marketing staff understand and articulate stock selection in VUSA’s investment process to clients,
pension funders, consultants and other prospects. I introduced electronic linkages to databases and
information systems that enabled data capturing, centralization, efficient search and distribution of data
on companies that Vontobel invests in or that are potential candidates for investment (Schlegel, 2013).
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Vontobel Asset Management Inc.
VUSA is an international investment management company committed to conducting long-only equity
portfolios. Vontobel has currently approximately $49.5 billion assets under management and its clients
are both intermediary and institutional. VUSA is fully owned by Vontobel Holding, one of Switzerland’s
oldest private banks which is listed on the SIX stock exchange in Switzerland (VUSA, 2014).
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