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 1–3 of 3 · filtered from 100Clear filters
  1. 074A portfolio management service charges 1% a year plus 15% of returns above a 10% hurdle, with a high-water mark. A Rs 1 crore client earns plus 30%, minus 20% and plus 25% before fees. Work out the fees each year and compare the client's outcome with a flat 2% fee.Asset management business and productsCoreIndian wealth managementAsset management
  2. 080An asset manager's assets rise 20% but it cuts its fee by 5 basis points. What happens to its profit, and why does it move so much?Asset management business and productsWarm upAsset managementIndian asset management
  3. 093An asset manager earns 1.0% on active assets and 0.1% on passive. Five points of assets move from active to passive every year while total assets grow 12%. Project revenue for five years and say what the firm should do.Asset management business and productsHardAsset managementInstitutional asset management

Company names and figures are illustrative.