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 1–2 of 2 · filtered from 100Clear filters
- 045A client holds Rs 15 crore of her Rs 18 crore net worth in her employer's shares, a stock with 45% volatility. Compare her portfolio volatility and the chance of a 50% wealth loss before and after diversifying, and lay out a staged three-year selling plan.Wealth managementIndian wealth management
- 065A wealth firm has three new clients: a 28-year-old engineer, a 50-year-old business owner with a factory loan, and a 70-year-old retiree drawing income. Build three allocations from one set of capital market assumptions and explain what drives the differences.VanguardMalvern · 2024
Company names and figures are illustrative.