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 21–29 of 29 · filtered from 100Clear filters
  1. 059Underwrite a logistics park: Rs 150 crore price, Rs 12 crore of net operating income, a 60% interest-only loan at 9.5%. What are the debt service cover and the break-even occupancy, and what protects the downside?Real assets and private marketsCoreInvescoNew York · 2025
  2. 061An asset manager wants to open branches in 40 smaller cities. Each costs Rs 60 lakh a year and should add 2,000 SIP investors a year at Rs 3,000 a month, earning 0.9% a year on assets. When does a branch break even, and is the expansion worth it?Asset management business and productsCoreBridgewater AssociatesStamford · 2026
  3. 081A trust running a 60/40 portfolio has Rs 10 crore more to invest. Gold, mid caps, corporate bonds or international equity: which addition raises the portfolio's Sharpe ratio most?Strategic and tactical allocationCoreNorthern TrustChicago · 2025
  4. 084Should a debt fund buy five-year AA-rated NBFC bonds at 220 basis points over government bonds? How do you decide whether a class of corporate bonds is worth owning?Fixed income, credit and LDICoreWellington ManagementLondon · 2021
  5. 085A resort's income swings between Rs 4 crore and Rs 30 crore a year. How would you value it, and how do you avoid penalising the volatility twice?Real assets and private marketsCoreNuveenChicago · 2023
  6. 086Oil falls 40%. For a pegged oil exporter, trace the effect on the budget, the currency, interest rates and the yield curve, then position a foreign bond portfolio.Macro and multi-asset scenariosCoreState StreetBoston · 2020
  7. 088Write the investment memo on a hospital chain with 1,200 beds that is building a new 300-bed hospital. What goes in the first line, and what numbers support it?Company analysis and valuationCoreFidelity InvestmentsToronto · 2026
  8. 089Pitch a listed jeweller as a quality-at-a-reasonable-price long. Tie it to your investment philosophy and explain how the gold price risk is handled.Stock pitch and thesis defenceCoreFranklin TempletonSan Mateo · 2024
  9. 098A Rs 400 crore solar project company has 70% bank debt. The sponsor can put in its Rs 120 crore as equity or as a shareholder loan at 12%, with tax at 25%. Compare the sponsor's return and cash timing, and say why shareholder loans are used and what limits apply.Real assets and private marketsCoreNuveenLondon · 2024

Company names and figures are illustrative.