The owner of a small financial services firm is evaluating the functionality of four funds to determine whether to offer them to his clients.
The funds contain a recently started fund and cross a number of targets. The case explore the issues related to the appraisal of mutual fund operation, including the choice of standards and the effect of fees. The case provides a natural and compelling context in which to discuss marketplace efficiency.
Pittinos Financial Advisors, LLC case study solution
PUBLICATION DATE: August 24, 2009 PRODUCT #: UV2559-PDF-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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