Northwest Mutual Funds

Northwest Mutual Funds is a boutique mutual funds company that differentiates itself on a high level of customer service. The case describes how the company is considering marketing its funds directly to retail investors. Thus far, the company has marketed its fund only to the financial planners that make up the channel. The case illustrates channel issues, and helps students discuss how products must be differentiated from competitors' products in the channel.
Collection: Ivey Business School (Canada)
Ref: IVEY-9B08A003-E
Format: PDF
Number of pages: 17
Publication Date: May 6, 2008
Language: English

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Description

Northwest Mutual Funds is a boutique mutual funds company that differentiates itself on a high level of customer service. The case describes how the company is considering marketing its funds directly to retail investors. Thus far, the company has marketed its fund only to the financial planners that make up the channel. The case illustrates channel issues, and helps students discuss how products must be differentiated from competitors' products in the channel.
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Geographic Setting: Canada
Industry Setting: Finance and Insurance;

Northwest Mutual Funds

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"Northwest Mutual Funds"