IClarington: Target Click Funds Harvard Case Solution & Analysis

In October 2008, senior vice president of product and business development at IA Clarington (IAC), the life and health insurance company, was preparing for a meeting with President of IAC. The subject for discussion will be the target MAC press fund, mutual fund options based on the structure of guarantees aimed at investors who are looking for growth while preserving capital. Vice President asked to give their opinions, whether he thought that the planned date of the balance of the fund should be accelerated to take advantage of the historic decline in world stock markets. Vice President had to consider several pieces of information in making its recommendations, including the fact that its main competitors have been quick to take advantage of any erroneous advice. He thought that the markets were really reached the bottom, and how / if it could eventually balance to the lowest point. In addition, the investment philosophy and click IAC funds urged investors to remain invested in turbulent times: that would change the balance point to the investors' Hide
by Chuck Grace, James A. Erskine, Michael R. Leenders Source: Richard Ivey School of Business Foundation 13 pages. Publication Date: October 27, 2009. Prod. #: 909N22-PDF-ENG

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