Implementing Ideas in Research Sample

Table of Contents
Research reflective Report .............................................................................................................. 1
Research Methods & processes ...................................................................................................... 1
Literature & Sources ....................................................................................................................... 2
Knowledge ...................................................................................................................................... 4
Learning .......................................................................................................................................... 5
Critical Thinking and Ideas ............................................................................................................. 6
Barrier Met ...................................................................................................................................... 7
Professional Development .............................................................................................................. 8
Objectives ....................................................................................................................................... 9
Findings and outcomes ................................................................................................................. 10
Conclusion .................................................................................................................................... 11
Reference ...................................................................................................................................... 12
Email : help@dissertationprime-uk.com, Phone: (UK) +44 203 3555 345
Website: www.dissertationprime-uk.com

1 | P a g e
Research reflective Report
A research reflection report is a report regarding the internal thoughts about the particular
issue or topic under the study. Basically, it is referred as the self examination of the researcher
about his work. A research project is a multifold task involving experimentation, data collection
and analysis and many more. One can convey all the experiences, learning along with the
barriers, which are being faced during the project (Reflective research paper handboo, n.d).
This research contributed greatly in improving my knowledge not in the field of
marketing but also in other subjects of study. Major topics researched under this report are of
personal investors. Institutional investors, Investment management, the RIA industry, investment
vehicles, mutual funds, index funds, exchange-traded funds, collective investment schemes,
venture capital funds etc. it helped me analyzing how to start partnership with a big firm and
focus on the institutional clients, Starting partnership with a big firm and concentrate on the
existing niche i.e. high-net-worth individuals, the ways to Start partnership with 401(k) plan
This is a Sample, for complete Paper
kindly contact at
help@dissertationprime-uk.com

2 | P a g e
administrators and start partnership with a manager and outsource CIO services. While doing this
research knowledge about this topic greatly increased (Travers, 2004).
Further, I have gained in depth knowledge about Windward Investment Management,
who is the major players in the industry. This research method also increases the knowledge
about various aspects of carrying out research. Conducting a market research is a tedious task
and requires lots of dedication and determination for perfect execution and achievement of the
research objectives (Chris, 2009). Thus, this research has increased my awareness about various
methods of research and how it is useful for the organizations. Data analysis has helps me in
improving my analytical skills and also helped me in learning a great deal about Windward
Investment Management. All of these learning from the research can better be used not only in
the financial service sector industry but also in any company belonging to any industry and any
corner of the globe. This research has made me understood both the point view of the investors
as well as the management (Williams, 2005).
By carrying out the research through various research methods it has helped me
understand time management, which will help me in future work. I have increased by capability
in understanding the investors and the market which will help in my career and helped me focus
on my interest (Research Methodology: An Introduction, n.d).
Literature & Sources
Literature review is the method that offers theoretical input to addressing a given research
topic. It is mainly done with the in depth study of the secondary sources. This cannot be
regarded as any sort of inventive experimental work; rather, it is done with the assistance of
already existing and accessible sources. The literature review is planned in a well structured style
through the insertion of the individual insights in the different literary sources. The most
important theories or literature sources that are used to justify the research and the major project
are as follows:
The meaning of investors by Khoury (1983) and Kaptan (2001) is explained in the report.
 The difference between the Personal Investors and institutional investors is explained in
the report by taking the views and theories of Mejorada (2001), (Faulkenberry and
Sauvain (1973) in understanding the concept of personal investors. the concept of

3 | P a g e
Institutional Investors was studied by analyzing the views of Jeffrey and et al. (2006),
Sharpe (1981) and Lecraw (1993).
 The literature reviews of Bernestein (2003), Haidar (2009), Travers,(2004) and Wagner
and Rieves, (2009) on investment management has helped in understanding the ways and
aspects that has to be kept in mind for investing.
 The RIA industry was understood by studying the views of Jeffrey, Goyal and Wahal
(2007) and Condon, (2011).
 The concept of Investment Vehicles was evaluated by the theories given by the New
Zealand trade and enterprise (2012) and Brull (2006).
Visokavičienė, 2010).
Overall this project has enhanced my understanding and knowledge about Windward
Investment Management. It also provided me an opportunity to understand the various
investment strategies.
kindly contact at

4 | P a g e
Knowledge
This research project has been very knowledgably and wonderful experience for me.
The key areas of the knowledge I have achieved from carrying out this project are as follows:
 I gained my knowledge in the insight of the RIA industry which is going to be very
beneficial for my future studies.
 It helped me to explore different alternatives of growth strategies and improvement for
Windward.
 It helped me understand and identify the most suitable financing alternative for
Windward in the existing situation.
 It helped me balance and understand time value and how to manage it, in order to work in
a precise manner (Bollen and Jeffrey, 2005).
 It helped me understand when the firm should go and when it should not for increasing
client base strategy.
 It helped me in understanding best suitable fund raising means for the organizations and
firms.
 It increased my knowledge in understanding the best suitable growth strategy that a firm
or organization should adopt for sustaining future growth prospects.
 It helped me in understanding and having deeper knowledge about Windward Investment
Management.
 It helped in broadening my vision in the field of investment for instant Windward is
currently serving to the US populace and has a wide scope of entering into some other
regions with greater growth prospects (Benaroch, 2001).
 It has increased my knowledge in the methods of research tools and the way the research
project should be carried out.
 It has increased my confidence in carrying out further research projects in this field.
 This research has helped me in interacting with various experts, which has increased my
Knowledge as well as desire to work further under this topic.
 Conducting this research has been very useful and knowledgeable experience for me. In
the academic career conductance of this research work was quite exciting and has
improved my learning. Doing this project has helped increasing my understanding about

5 | P a g e
the importance of research and the methods that can be used for implementing the
research plan. This project has increased by knowledge tremendously in understanding
the Windward Investment Management (Steier and Greenwood, 1995).
Learning
The aspects learned from the following programmes are as follows:
 MBA Program: The things learned from the MBA programmes are as follows:
 It helped me in adopting a professional personality.
 It increased and enhanced my communication skills and helped me in increasing my
vocabulary in technical terms.
 Major Project: The major project has increased my understanding in the various concepts
like personal investors, Institutional investors, Investment management, the RIA industry,
investment vehicles, mutual funds, index funds, exchange-traded funds, collective investment
schemes, venture capital funds etc. it helped me analyzing how to start partnership with a big
firm and focus on the institutional clients, Starting partnership with a big firm and
concentrate on the existing niche i.e. high-net-worth individuals, the ways to Start
partnership with 401(k) plan administrators and start partnership with a manager and
kindly contact at

6 | P a g e
outsource CIO services. It has increased by knowledge in all this aspects and has helped in
understanding the future trends of investment (Jeffrey, Knittel, Neumann and Stewart, 2006).
Hence the entire three programmes MBA programme, research programme and the major
project has helped in increasing the knowledge and helped in learning many aspects in many
ways.
Critical Thinking and Ideas
Company Windward is growing at a fast speed and for future the same company is
needed so company is trying to find new opportunities. As from a long time Windward industry
has been concentrating on the niche market. Furthermore, for more development now company
is trying to focus on the institutional investors (Zupan, 2011).
For investment in any company the economic theory plays a main role. It suggests that
the investment always needs a high degree of safety and the security of return with principal.
And before investing in any company detailed identification must be done by the investor. In
identification the objectives of company must be clear before investment as the risk tolerance
capacity, liquidity, taxes, legal considerations etc. After investing the analysis says that in a
company an investment manager plays a main role. He needs to understand the relations among
the field of investment and economics offers as an establishment for making assessment in areas
such as risk and return analysis, pricing and many others all this plays a main role in
management (Jackson, 2003).
As RIA industry provides a suitable advice to the clients related to the investment is also
a good strategy. Company always tries to attract the investors for the investment with new and
innovative ideas for the growth of the company. For attracting the investors a profit must always
be given to them so the portfolio management should be very fully diversified as in bonds risk
are less so some part must be secured in this. Then the number comes of mutual fund and ETFs.
All the basic portfolio plans are for earning people but the 401(k) plan supports after the
retirement of the person (Hagin, 2004). In this plan a limited contribution is required then after
the retirement money is given again. Moreover, the investment in this fund must be according to
the future needs as in future the fund should be satisfied for the investors.
Windward Company can take five actions for development either it can do partnership
with big company and focus on the institutional investors. As company will get a new market

7 | P a g e
with big firm its capital and value will increase and the management responsibility will decrease
so can easily concentrate on the new institutional investors. Company can also try to being with
there niche investor after the partnership as their experience will help them to develop in the
market. A new 401(k) plan also can support as company has to create the demand among the
investors either in niche or in institutional by adding this fund in the portfolio. Company can find
a new project also for the development.
But according to me company has to adopt the new 401(k) plan as it is new in market and
will attract lots of people. Only the creating the demand among the investors is needed as it will
go with niche as well as institutional investors also.
aware about the research topic. Lack of understanding among the researcher also became the
barrier of the research as less knowledge and understanding of the researcher became a limitation
(Ruyter and Scholl, 2004).
After this all barriers in the research still it became possible to do the research and getting
a good result.
kindly contact at

8 | P a g e
Professional Development
Time management and Planning Skills: Time management skills are the ability of recognizing
and solving the time managing problem. This skill develops the schedule management of the
research. Scheduling is managing the time of each and every aspect of the work. Planning skills
generates a planning ability of the person. In these skills the planning and arrangement of each
and every work in a fixed scheduled time is done (Jacka and Keller, 2009).
Financial Management Skills: The research increases the money management skills as how to
manage money and even the portfolio of the person. It generates the ability of creating the
budget and how to meet the requirements in fixed money. It also increases the ability of saving
the receipts of every purchase for the research as at last the full calculation surprised me about
spending (Fabozzi, 1999).
Communication Skills: It also increases my communication skills, as now it is possible for me to
share my thoughts with the confidence. And now is become possible for me to know about my
thoughts for finding the goal. It also gives me power to influence and encourage others.
Moreover, I learned how to affectively listen the other person.
Organization Skills: Organize work helps a person to get success in a less time. It became
possible for me to discover my organization skills. As if the person has less resources but by a
good organization and without wasting the time he /she can easily find its goal. Now, I frame
each and every work and then start doing it.
Continues Self- Development Skills: It is one the best learning I learned that for ourselves
development continues learning is required and that can only developed by accepting the self
development skills. In this evaluation of our work become possible. Now the focusing towards
the goal ability is increased in me.
Presenting Skills: A Presentation is a speedy and potentially successful method of getting stuff
done through other people. In managing any job, presentations are used as a proper method for
planning, monitoring and result. So after generating a presentation skill it helps me to find the
researcher for the research (Riddle, 2012).

9 | P a g e
These all are the skills which are generated in me as in a research after facing so many
barriers it become possible for me to get good results because of only this skills.
Objectives
Objectives are the end results for which a person or any system wish to attain in a given
timeframe and with the available resources. MBA program aims to offer the knowledge and
skills required for becoming a successful manager. It has a wide base with integrated subject
knowledge for career advancement rather than being a technical training for a specific job. The
objectives of this program for a student are to attain the foundations in content and competencies,
which will support him/her for developing as effective managers.
On the completion of this major project following objectives have been achieved:
 Knowledge development for an entrepreneurial career, its pitfalls, challenges, issues,
management, fund financing etc
 Comprehending different analytical tools and perspectives of decision making in a
complex business world
 Development of organizational skills for managing change and effective implementation
of different strategies and policies in the context of the organization
kindly contact at

10 | P a g e
 Attaining an understanding about the body of knowledge for different functional areas of
any business
 Development of leadership skills, spirit of teamwork along with supervision
Skills
 Comprehending the utility of technology in effective management
 The ability to function effectively in a diverse and global business environment
Findings and outcomes
Findings and outcomes are the shell of any study. These provide us the results of the
entire work. On the basis of these, final recommendations have to be made. Here, for the present
case the findings not only are useful in the present case but can be applied to the future
encountering cases of same or almost alike conditions from different or similar industry.
Recommendations have been forayed on the basis of the industrial data and the suitability
of the choice for Windward both from availability of resources and feasibility of management.
Windward has been struggling with some tribulations, such as the incursion in new client base of
institutional investors and new service of advisory, financing of new ventures, image of key man
risk and consideration for 401(k) plans as a new target client base.
Based on the entire study and knowledge, Windward has been recommended to continue
its current business and assign a team of professionals to design new strategies and portfolios for
meeting the requirements of the institutional clients. Also, to overcome the risk of key man risk,
firm can utilize the phantom equities assigned to the principal contributors in the firm. Besides
all, it can plan for entering in to the 401(k) plans market.
This case study has provided a new prospect for thinking and managing things in a
business. It has been an awful and versatile experience for the writer and will be same for the
readers. All through this study, understanding about the US RIA industry and investment
management business has been groomed. It has been interesting to read about various literatures
associated with the project. Innovative products of the industry have kept my interest in the
study.
This Major project has helped me to groom the knowledge about the US RIA industry
and trends along with developing strategic alternates in the case like situations. Major findings of
the current project, which can be helpful for the reader or the subordinates, are:

11 | P a g e
1. Entrepreneurship rests in a continuously exploratory person, who looks for opportunity
in each challenge. Similarly, while analyzing the case of any entrepreneurial start-up, a
consultant can use this. Exposure to different functional areas of a business and sound
knowledge of the market, are the two basic requirements of the success for a new set-
up.
2. Expertise in a particular field is better than a versatile approach. For example, while
analyzing a company’s case of seeking for diversification, a consultant should
thoroughly analyze all the positive and negative points prior to any recommendation.
Conclusion
This project has provided a new prospect for thinking and managing things. The present
study has been an awful and versatile experience. The conductance of this study has been a
stimulating and aiding course. All through this study, understanding about the US RIA industry
and investment management business has been groomed. It has been interesting to read about
various literatures associated with the project. Innovative products of the industry have kept my
interest in the study.
kindly contact at

12 | P a g e
Reference
Books & Journals
Benaroch, M., 2001. Option based management of technology investment risk. Syracuse
University. 48(4). pp. 428-444.
Bollen, N. and Jeffrey, B., 2005. Short-term persistence in mutual fund performance. Review of
Financial Studies. 18, pp.569-597.
Dr. Visokavičienė, B., 2010. Investment management: theoretical and practical aspects.
Department of Economic Policy Vilnius University. 89(4), pp. 143-146.
Dugdale, J., 1996. A cooperative problem- solver for investment management. International
Journal of Information Management.19(2). pp. 133-147.
Fabozzi, F. J., 1999. Investment Management. Michigan: Prentice Hall.
Gill, J. and Johnson, P., 2010. Research Methods for Managers. SAGE. 4 th
ed.
Hagin, R. L., 2004. Investment Management. Canada: John Willey & Sons.
Jacka, M. J. and Keller, J. P., 2009. Business Process Mapping Workbook: Improving Customer
Satisfaction. John Wiley & Sons.
Jackson, C., 2003. Active Investment Management. England: John Willey & Sons.
Jeffrey, H., Knittel, C. R., Neumann, J. J. and Stewart, S., 2006. Why do institutional plan
sponsors fire their investment managers? Journal of Business and Economic Studies.
Kumar, R., 2005. Research Methodology: A Step-by-Step Guide for Beginners. SAGE. 2 nd
ed.
Ruyter, D. K. and Scholl, N., 2004. Qualitative Market Research. Purdue University Press.
Steier, L., Greenwood, R., 1995. Venture capitalist relationships in the deal structuring and post-
investment stages of new firm creation. Journal of Management Studies. 32(3). pp. 337–
357.
Travers, F. J., 2004. Investment Manager Analysis: A Comprehensive Guide to Portfolio
Selection, Monitoring and Optimization. New York: John Wiley & Sons.
Williams, M., 2005. Philosophical Foundations of Social Research Methods. SAGE
Publications.

13 | P a g e
Online
Chris, 2009. How To Write A Problem Statement. Chris’s Blog, [Online] 18/03/2009. Available
at: <http://www.ceptara.com/blog/how-to-write-problem-statement> [Accessed on:
08/10/2012].
Fyfe, R., n.d. Employee Satisfaction - A Must for a Successful Business. [Online]. Available at:
<https://www.brantjobs.ca/employee-satisfaction-a-must-for-a-successful-business.htm>.
[Accessed on 4 October 2012].
Herkules, 2003. Limitations of the study and avenues for future research. [Online]. Available at:
<http://herkules.oulu.fi/isbn9514272188/html/x2288.html>. [Accessed on 31 October
2012].
Research Methodology: An Introduction. n.d. [Online]. Available at:
<http://www.limat.org/data/research/Research%20Methodology.pdf>. [Accessed on 5
October 2012].
Riddle, J., 2012. 5 Personal Management Skills for Being Awesome. [Online]. Available at: <
http://workawesome.com/management/personal-management-skills/>. [Accessed on 31
October 2012].
Vine, R., 2009. Research paradigms: positivism, interpretivism, critical approach and post
structuralism. Ruby Vine. [Blog]. 10 October. Available at:
<http://rubyvine.blogspot.in/2009/10/research-paradigms-positivism.html>. [Accessed on
5 October 2012].
kindly contact at

Implementing Ideas in Research Sample

Recommended

Recommended

More Related Content

Similar to Implementing Ideas in Research Sample

Similar to Implementing Ideas in Research Sample (17)

More from dissertationprime

More from dissertationprime (16)

Recently uploaded

Recently uploaded (20)

Implementing Ideas in Research Sample