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 51–60 of 100
  1. 051A client needs Rs 20 lakh a year for the next five years. Using a zero-coupon yield curve, what does a bond ladder that meets the need cost today, and which risks does it remove?Fixed income, credit and LDIWarm upFixed incomeIndian wealth management
  2. 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
  3. 053A stock in a Rs 2,000 crore flexi cap fund has rallied from 8% to 12% of the fund, above its 10% single-stock limit. How much must be sold to bring it to 9.5%, what does the sale cost, and what must the fund confirm about the rule?Portfolio construction and optimisationWarm upIndian asset managementMutual funds
  4. 054A portfolio manager runs Rs 500 crore with a soft stop at minus 5%, where risk is halved, and a hard stop at minus 10%. The book is down 7%. What return recovers the loss, and how does halving risk change the time it takes?Risk management and limit breachesWarm upRisk managementHedge funds
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 060A multi-asset fund faces four regimes, growth up or down and inflation up or down, with asset returns and a probability for each. Build risk-balanced weights and compare them with betting everything on the most likely regime.Macro and multi-asset scenariosCoreMacroMulti-asset

Company names and figures are illustrative.