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
Showing 1–5 of 5 · filtered from 100Clear filters
- 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.NuveenNew York · 2021
- 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?InvescoNew York · 2025
- 072An endowment of Rs 3,000 crore wants 10% of NAV in private equity within five years. Capital is called 25%, 35%, 25% and 15% over four years and distributions start in year four. How much must it commit each year to reach Rs 300 crore of NAV?Pension and endowment investingPrivate markets
- 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?NuveenChicago · 2023
- 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.NuveenLondon · 2024
Company names and figures are illustrative.