Portfolio Management case studies, worked step by step

Cases
100
Traced to a firm
50
Topics
13
Hard
30
Topic
All topicsStock pitch and thesis defence11Fixed income, credit and LDI11Strategic and tactical allocation7Factor investing and quant6Company analysis and valuation7Performance evaluation and manager selection7Client mandates and IPS8Risk management and limit breaches8Rebalancing, implementation and costs7Real assets and private markets8Portfolio construction and optimisation7Macro and multi-asset scenarios7Asset management business and products6
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–2 of 2 · filtered from 100Clear filters
  1. 055An investor will put Rs 25,000 a month into the index for ten years. Compare an ETF with a low fee but brokerage, a spread and a demat account against an index fund with a higher fee. Which costs less, and when does the answer flip?Rebalancing, implementation and costsWarm upVanguardMalvern · 2026VanguardMalvern · 2026
  2. 079An index fund receives Rs 200 crore at 3 pm and cannot buy the stocks until tomorrow. How many index futures lots equitise the cash, and what does it cost?Rebalancing, implementation and costsWarm upPortfolio implementationMutual funds

Company names and figures are illustrative.