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 31–40 of 50 · filtered from 100Clear filters
  1. 052A client's 70/30 portfolio has just lost ground after a 22% fall in equities, and he calls to sell everything. What are his weights now, what does his policy say to do, and what would selling lock in?Client mandates and IPSWarm upMorgan StanleyBoca Raton · 2026
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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.Client mandates and IPSHardVanguardMalvern · 2024
  9. 070Prepare a full pitch on a specialty chemicals maker doubling capacity from 40,000 to 80,000 tonnes over three years for Rs 1,200 crore at EBITDA of Rs 45,000 a tonne. Value it at 18 times year-three earnings against today's price and identify the assumption you must defend.Stock pitch and thesis defenceHardWellington ManagementBoston · 2024
  10. 071The market values a refiner at 5 times current EBITDA, earned at a refining margin of 12 dollars a barrel. Your variant view uses a mid-cycle margin of 7 dollars. Work out EBITDA at both margins and defend the multiple you would apply.Company analysis and valuationHardFranklin TempletonSan Mateo · 2024Franklin TempletonSan Mateo · 2024

Company names and figures are illustrative.