Teaching note for product 9B02A023.

Global Healthcare Exchange Canada is a business-to-business exchange that connects hospitals and their major suppliers through an electronic procurement process. Founded as a subsidiary of its global parent, the exchange has become the leading health-care exchange in the country, but it is still far short of break-even. It must develop a compelling value proposition if it is going to drive adoption among hospitals and suppliers to the target levels. .....more

An experienced individual investor is considering using a stock selection strategy called the "Dow Dividend Approach" which involves choosing an equally-weighted portfolio of high dividend-paying companies included in the Dow Jones Industrial Average). The various alternative versions of this strategy are reviewed, with comparative performance data and institutional information. A Canadian version of the strategy is also considered.

A couple debate whether some of their investment money should be directed at ethical (or socially responsible) mutual funds. An historical review of the development of such funds is provided. The case also describes and compares the investment performance of a number of specific Canadian and U.S. ethical mutual funds.