Northwest Mutual Funds - 2008
Case Questions
1. Market
A. Clearly and specifically define this business as it now exists and its market in one clear and specific sentence. This must be a complete definition (customer, product/service, level in chain, and geographic area at a minimum).
B. Provide support as to why this is the best definition. Address each part of the definition separately.
2. Life cycle
A. Fully analyze from the standpoint of Life Cycle theory. Clearly define and support the life cycle stage for the market you defined in #1. You must provide clear and convincing evidence for your position.
B. What does this tool recommend for this company? Explain in both Hofer terms and David's strategies.
3.
GE Matrix
A.
Prepare an industry attractiveness
analysis, using 8-10 factors. Be clear and specific on each factor. Be sure you
use the same industry you defined in #1.
4. BCG
A. Develop a BCG matrix for the company. Clearly and fully state facts to support your conclusions for each axis and carefully draw the chart to scale. Clearly specify what measure you are using and justify your use of that measure. Be sure to use the same industry you defined in #1.
B. What does this theory recommend? Explain in BCG terms. Do not use David’s wording or recommendations.
5. Recommendation:
A. What one major strategy should they pursue now? You must be specific (not generic) and support fully. Support for your choice being the most appropriate choice is critical. Use the following outline to answer this question. You must address all detail items within 3 & 4 fully.
1. State your recommended strategy.
2. Explain your strategy.
3. Support why your strategy is appropriate. (values, trends, mission, feasible)
4. Support why your strategy is the best strategy. (difference, only, competitors)
B. Clearly relate and justify your proposed strategy to each tool above.
1. Relate to the life cycle recommendations in #2B
2. Relate to GE in #3.
3. Relate to the BCG recommendation in #4B.
Note: On the BCG, use
individual fund families, not holding companies.
See FAQ for answers to frequently asked questions about this case.
- Q1 – 8/15/2010 -