Finance > CASE STUDY > Case Solutions/ Notes for PITTINOS FINANCIAL ADVISORS, LLC by Marc Lipson Richard Evans (All)
Case Solutions/ Notes for PITTINOS FINANCIAL ADVISORS, LLC by Marc Lipson Richard Evans
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The owner of a small financial services firm is evaluating the performance of four funds to determine whether to offer them to his clients. The funds span a variety of objectives and include a recentl ... y initiated fund. The case explores issues related to the evaluation of mutual fund performance, including the selection of benchmarks and the effect of fees. The case provides a natural and compelling context in which to discuss market efficiency. The owner of a small financial services firm is evaluating the performance of four funds to determine whether to offer them to his clients. The funds span a variety of objectives and include a recently initiated fund. The case explores issues related to the evaluation of mutual fund performance, including the selection of benchmarks and the effect of fees. The case provides a natural and compelling context in which to discuss market efficiency. [Show More]
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Apr 17, 2022
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