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
Showing 1–2 of 2 · filtered from 100Clear filters
  1. 025An AMC wants an ESG equity fund. Its exclusion list removes 18% of benchmark weight and raises expected tracking error to 3.1%. Design the investment thesis for a long-only manager, and show how you would stop the fund becoming a label on an ordinary portfolio.Scheme design and product strategyHardNeuberger BermanNew York · 2025
  2. 085A balanced advantage fund's model sets equity at 80% when market price to book is below 2.5 and 30% above 4.0, sliding in between. The backtest shows a worst drawdown of 18% against 38% for the index over 15 years. How much of that is real, and how would you test it before launch?Scheme design and product strategyHardProduct and strategy rolesIndian AMCs

Company names and figures are illustrative.