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Equity Research6

Writing an Investment Thesis Building a Discounted Cash Flow Reading an Annual Report Fast Reading a Sector Before a Company Spotting Quality of Earnings Red Flags Building a Revenue Forecast From Drivers

Portfolio Management3

Rebalancing: When, Why and What It Costs Strategic and Tactical Asset Allocation Measuring Risk in a Portfolio

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Comparing Funds Without Being Fooled How a NAV Is Struck and Which Day You Get Reading a Fund Factsheet Properly

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1Investment Banking

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2Equity Research

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5Hedge Funds

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11Derivatives Foundation

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13Mutual Fund Mastery

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Mutual Fund Mastery case studies, worked step by step

Cases: 100
Traced to a firm: 31
Topics: 14
Hard: 32

Topic

All topics Equity research and stock pitches15 Fund selection and due diligence9 Debt fund credit decisions8 Client portfolios and goal planning9 Index funds, ETFs and passive6 AMC and distribution economics6 Performance review and attribution6 Duration and rates positioning6 Liquidity, redemptions and stress7 Scheme design and product strategy7 Compliance, risk limits and conduct6 Valuing listed securities: IPOs, DCF and REITs5 NAV operations and operational risk5 Retirement, withdrawals and life events5

Level

Any Warm up Core Hard

Source

Any Reported at a firm Standard

Showing 1–3 of 3 · filtered from 100Clear filters

018An advisory firm has two clients with Rs 40 lakh each: a 29-year-old saving for retirement and a 52-year-old who needs Rs 25 lakh for a daughter's wedding in three years. Using one menu of five funds, build both portfolios and explain why they differ.Client portfolios and goal planningWarm upVanguardMalvern · 2024
049A client has Rs 3 lakh of surplus. Her home loan costs 9.2% and an equity fund might earn 11% with volatility. Where does the next rupee go: prepay the loan or add to her SIP?Client portfolios and goal planningWarm upInvescoDallas · 2023
084A freelance designer earns between Rs 40,000 and Rs 1.2 lakh a month, with average expenses of Rs 45,000. Design his emergency buffer and investing rule so that a bad month never forces him to sell equity.Client portfolios and goal planningWarm upWealth and advisoryDistribution and sales

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