Question

Marcetta, Wong & Palmirotto Investment Company, a corporation dedicated to brokerage, has as General Manager Sherry Faye Stull, in addition to being the principal officer the which is in charge of the portfolios of rich and famous clients.

The General Manager disagrees with the system proposed by Financial Investment
Decision Support System Group because it does not think it's right for the needs of the
company.

In the investment firm there is a variety of portfolio managers, some of the Portfolio managers were hired by their clients to be the managers from the sale and purchase of bonds and shares, these are subject to individual and lucrative arrangements both for them and for the investment house others are employees of the firm and are assigned to cases as required. Some clients delegated to their administrators all the decisions that had to do with their portfolios, others gave them freedom of partial decision, that is, they imposed restrictions of investment in the type of investment and the amount of investment where they do not have to be consulted, Any investment outside these parameters must
be consulted with the client.

The house investment rate is 2.3% of the first million dollars in investments and .72%
in excess of the first million. At least once a year portfolio managers are meet with their clients to review the contracts, and specifications on the types of investments and investment strategies.

There are clients who are aggressive about their investment strategies and they like the
risky investments that pay higher profits, while others are more conservatives and prefer a lower risk, greater confidence in the investment and that leaves a gain although less, stable.

Portfolio managers try to vary the type of investment between bonds, shares and
other instruments, in fact, the most aggressive have more investments in stocks, while

the most conservative have a high proportion in government bonds. Once established the strategy and chosen the main investments the managers are dedicated to buy or sell when the prices of the instruments are outside the regular price or when They look lucrative, or when their client needs more cash.

They take care not to make many transactions if they are not necessary since each transaction It costs a commission to your client With the advent of Internet portals that are dedicated to taking investments, such as Ameritrade, Charles Schwab Online Investment, and others, the Board of Directors entrusted a project that will implement an information system that will automate most of the decisions on portfolios. Will use mathematical-financial procedures to examine each portfolio daily to find better and more advantageous ways to distribute the investments, as long as they are consistent with the strategies discussed with their clients.

Since portfolio managers were busy in meetings with their clients, the most outside the city, the system could have the advantage of making time transactions short taking departure of the fluctuations of the market, for this it would be given to the system that the maximum of the portfolio tied to these short-term investments would be 10% of any portfolio Of the remaining 90% the portfolio manager together with his client would have the power of decisions.

General Manager, Sherry Faye Stull understands that you have to compete with the house of investments online, using a system that is online, since the proposed one although it takes advantage of the market when portfolio managers are busy, the investor who invests in line does not want to know about intermediary, what he wants is to make his investment, benefit from the reports from the investment house and any global advice on "hot" investments of the moment.

Furthermore, she understands that this system benefits only rich investors, but she
understands that in the market there are groups of investors who are willing to invest but not They have large amounts that can be paid by an individual portfolio manager.

Questions.

1. Harmonize the ideas of the General Manager and the Financial Investment Automated Decision Support System Group in such a way that both the Board of Directors and the General Manager are pleased and can draw up a strategic plan based on the system to be implanted.

2. Of your opinion on investments through the Internet and if the house of established investor like Smith Barney, UBS Paine Webber, Merrill Lynch among others, they should look at this possibility as an option or as a necessity. Justify your answer based on factors such as investment in systems of
information Vs. strategic advantage, market movement and any other Valid approach to strengthen your position.

3. How can you include the strategy of using the Cloud as part of a resource for virtual storage? How would it alter the technology of Data Banks? (Database) necessary for Marcetta, Wong & Palmirotto Investment Company. see this as an alignment of business with the strategies of information technology.

4. Describe an information protection system that you would recommend for this
situation. It can be one or more than one. Be as specific as possible in the identification of security processes and how they would be used to project the information. Justify your answer.

5. With the advent of electronic commerce and corporations with a presence virtual that are made public like Amazon among others. The offering of shares and bonuses can also be in a non-classical way, since you have to rely on the solidity of a corporation that "does not exist physically".

Like you I would recommend that the offer, purchase and administration of these instruments of these companies? What would be your recommendation to modify the system to manage the administration of the portfolios with instruments of virtual companies? Within your explanation, include critical points of the system, strategic planning of information technology.

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