Complete Case details are given below :
Case Name : Pittinos Financial Advisors, LLC
Authors : Marc Lipson, Richard B. Evans
Source : Darden School of Business
Case ID : UV2559
Discipline : Finance
Case Length : 09 pages
Solution Sample availability : YES
Plagiarism : NO (100% Original work)
Description for case is given below :
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.
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