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 11–20 of 29 · filtered from 100Clear filters
  1. 032A 62-year-old client has just lost her husband. She has Rs 3.5 crore, no pension, and needs Rs 1.5 lakh a month. How do you approach the first 90 days, the income plan and the allocation, and how long does the money last?Client mandates and IPSCoreVanguardScottsdale · 2025
  2. 035Present a data centre development to the investment committee: cost Rs 900 crore, stabilised net operating income Rs 108 crore, a 12% yield on cost against an 8% market cap rate. Show the downside of a delay, a cost overrun and a slow lease-up, and what would make the committee comfortable.Real assets and private marketsCoreNuveenNew York · 2021
  3. 036You can overweight one of two sectors by 3 points: private banks with 16% loan growth, 16% return on equity and 2.6 times book, or specialty chemicals with 22% earnings growth, 18% return on equity, 38 times earnings and 15% of downgrades over three years. Which, and what would change your mind?Strategic and tactical allocationCoreWellington ManagementHong Kong · 2022Wellington ManagementHong Kong · 2022
  4. 038An asset manager wants to launch a multi-asset fund with a 1.2% expense ratio, of which it keeps 0.7%, launch costs of Rs 8 crore and running costs of Rs 4 crore a year. What assets does it need to break even, who is the target investor, and how fast can it get there?Asset management business and productsCoreNuveenLondon · 2023
  5. 039A hotel chain's five-year senior secured bond yields 11.5%. It has EBITDA of Rs 90 crore, net debt of Rs 405 crore (4.5 times), interest cover of 2.1 times, and 60% of its debt matures in year three. Identify every relevant risk and decide whether to invest.Fixed income, credit and LDICoreNuveenChicago · 2025
  6. 040Pitch a beverages company and cross-check the valuation: it trades at 35 times earnings, while a DCF with free cash flow of Rs 300 crore growing 15% for five years, then 6%, at an 11.5% discount rate gives a different answer. Find the assumption that reconciles the two.Stock pitch and thesis defenceCoreSchrodersLondon · 2024SchrodersLondon · 2024
  7. 043How would you take a university public? It has 12,000 students paying Rs 3 lakh a year at a 30% operating margin. Using a sector EV to EBITDA of 18 times, set the valuation, the split between new and existing shares, and the price per share.Company analysis and valuationCoreWellington ManagementBoston · 2024
  8. 056A new foundation has Rs 100 crore, spends 4.5% a year, faces 5% inflation and 0.5% costs. Build an allocation from a capital market assumptions table and show the chance of falling short over ten years.Strategic and tactical allocationCoreSchrodersLondon · 2023
  9. 057Pitch a tile maker on capital allocation: net cash is a fifth of its market value and it throws off steady free cash flow. Compare a buyback with new capex, and say what re-rating a commitment to return cash could bring.Stock pitch and thesis defenceCoreAmundiBotson · 2022
  10. 058Value a consumer company with a simple two-stage DCF: free cash flow of Rs 50 crore next year growing 12% for five years, then 5% for ever, at a 12% discount rate. Compare the value per share with a Rs 120 share price.Company analysis and valuationCoreHPS Investment PartnersNew York · 2025

Company names and figures are illustrative.