Question: The Irate Client Daniel, a portfolio manager at RIS, receives a voicemail from Ronald Harris, chairman of the board of the Harris Industries Pension Plan,

The Irate Client

Daniel, a portfolio manager at RIS, receives a voicemail from Ronald Harris, chairman of the board of the Harris Industries Pension Plan, complaining about Daniel's level of service.

Ethical Decision-Making Field Manual #4: The Irate Client Case Page Case: The Irate Client Transcript for voicemail left by Ronald Harris to Daniel at RIS Hi Daniel, Ronald Harris, here. I'm calling because ljust received the latest analyst report and investment rating on C&O Corporation. l was a little surprised that RIS is downgrading its rating on 0&0. I'm even more surprised that you didn't call me to give me a heads up! As you know, the pension fund has a huge investment in (3&0 and the changed analysis might affect our investment. Daniel, I want to remind you that Harris Pension Fund is one of your biggest clients and we pay a lot to you in management fees. When we hired your firm to manage our equity portfolio, your CEO assured us that, given the level of asset management fees we would be paying, we could expect top notch service! Well we are not getting it! In the future I expect you to provide advanced infomiation on investment recommendations. I also expect daily contact from you, not the occasional letters and emails I've been getting. If you can't tell, I'M NOT HAPPY! Call me back as soon as you get this message

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