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Supplementary software
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Reference no. UVA-F-1599X
Authors: Marc Lipson
Published by: Darden Business Publishing
Published in: 2011
Format: .xls
Data source: Published sources

Abstract

This software is to accompany the case. 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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Abstract

This software is to accompany the case. 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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