A newly hired product manager at CIBC Securities Inc., one of the largest mutual fund administrators in Canada, is asked to establish an advanced equity mutual fund. Along with analyzing the competition as well as the current product offering of the bank, she must analyze the needs of the key stakeholders in this project.
She acknowledges that might be difficult to make everyone happy. Among other ideas that she makes to the CEO, the proposed pricing structure could prove to reshape the sector and the new mutual fund is unprecedented.
Learning Objective:
To provide a chance for pupils to examine and understand the pricing structure of the mutual fund business.
Publication Date: 03/13/1996
This is just an excerpt. This case is about Finance
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