Pittinos Financial Advisers, LLC
Publication date: 20 January 2017
Abstract
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.
Keywords
Citation
Lipson, M.L. and Evans, R.B. (2017), "Pittinos Financial Advisers, LLC", . https://doi.org/10.1108/case.darden.2016.000233
Publisher
:University of Virginia Darden School Foundation
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