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This case is structured as a simulated 'role-play' scenario, wherein students assume the roles of newly hired performance analysts at an asset management firm. Their directive comes in the form of an email from their manager, who is represented by the instructor. The task at hand involves conducting a comprehensive analysis of a designated Mutual Fund or Exchange-Traded Fund. Within the framework of this case, the exercise is designed as an assessed activity. Students are organized into groups of three and are randomly assigned a specific financial product to investigate. The ultimate requirement is for each group to produce a written report and deliver a presentation of their findings to their peers. To accomplish this, students are encouraged to leverage various tools and methodologies to achieve the ultimate objective. It is crucial to note that, given the evaluative nature of the activity, students are expected to independently navigate the challenges; in this particular case, seeking assistance from the instructor is not permitted.