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
Showing 1–3 of 3 · filtered from 100Clear filters
- 003A debt fund is offered A-rated manufacturing bonds paying 250 basis points over AAA. With an assumed 3.5% three-year default rate and 35% recovery, does the spread pay for the risk, and what else must it pay for?Wellington ManagementLondon · 2021
- 019A credit fund is offered a three-year NCD of an AA minus NBFC at 10.4%, 290 basis points over AAA. Gross NPA is 4.8% and rising, 42% of borrowings are commercial paper due within a year, and the one-year asset-liability gap is negative. Identify the risks and decide.NuveenChicago · 2025
- 031A credit fund holds NCDs in three real estate projects with different loan-to-value, interest cover and unsold inventory. Rates have risen 100 basis points. Rank the three exposures and say which you would cut.PIMCOMunich · 2024
Company names and figures are illustrative.