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CornerStone Partners

Lumina, a foundation focused on increasing both access to and success in higher education for U.S. students, is dealing with the recent resignation of its chief investment officer. The CFO reviews the ...

Liquidity, Mutual Fund Flows, and ReFlow Management, LLC

This case examines the importance of liquidity to financial markets, using the dramatic volatility of mutual fund flows in 2008 as an example. While the case is targeted to MBA students in an investme ...

Performance Measurement with Factor Models

Identifying an appropriate benchmark is an essential step in assessing a manager's performance. In the prospectus or fund advertising materials, a benchmark for the fund is typically identified, and t ...

Pravda Asset Management

This case examines the importance of forecasting expected returns in asset allocation decisions. While the case is targeted to MBA students in an investments or portfolio management course, it is also ...

Research Affiliates

Towers Watson (TW) has always conducted its own research into alternative approaches to market cap investing. A senior investment consultant with TW, impressed by a recent presentation by the CIO of R ...

The Oxcel Endowment and Socially Responsible Investing

College trustees are considering investing a portion of the endowment in a socially responsible investment fund. Recent market events and the poor performance of the endowment have caused the trustees ...

Virginia Investment Partners Optimal Portfolio Allocation

This technical note provides a simple, yet powerful, optimization exercise to demonstrate the benefits of diversification in a portfolio and the importance of asset allocation. While the note is targe ...

Pittinos Financial Advisers, LLC

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 ...
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