Mutual Fund Mastery case studies, worked step by step

Cases
100
Traced to a firm
31
Topics
14
Hard
32
Topic
All topicsEquity research and stock pitches15Fund selection and due diligence9Debt fund credit decisions8Client portfolios and goal planning9Index funds, ETFs and passive6AMC and distribution economics6Performance review and attribution6Duration and rates positioning6Liquidity, redemptions and stress7Scheme design and product strategy7Compliance, risk limits and conduct6Valuing listed securities: IPOs, DCF and REITs5NAV operations and operational risk5Retirement, withdrawals and life events5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
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  1. 055Rohini Bhagwat, 55, has Rs 1.1 crore, 85% in equity, and retires at 60. Draw her de-risking schedule and show what a 35% equity fall at 59 does to her corpus with and without the glide path.Retirement, withdrawals and life eventsCoreWealth and advisoryDistribution and sales
  2. 096A 65-year-old has Rs 50 lakh. An annuity at 7% pays Rs 29,167 a month for life with no capital returned. An SWP of the same amount lasts indefinitely if the portfolio earns 7.5% but runs out at about 90 if it earns 5%. How would you split the money?Retirement, withdrawals and life eventsCoreWealth and advisoryDistribution and sales

Company names and figures are illustrative.