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 1–4 of 4 · filtered from 100Clear filters
  1. 020A retiree of 60 has Rs 3 crore, spends Rs 15 lakh a year rising with 6% inflation, and expects his portfolio to earn 9%. How many years does the money last, and what starting spending would last 30 years?Client mandates and IPSCoreRetirement and pensionsWealth management
  2. 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.Client mandates and IPSHardWealth managementIndian wealth management
  3. 077A client's risk questionnaire scores her aggressive, but she needs most of her money for a flat in two years. How do you set her allocation?Client mandates and IPSWarm upWealth managementIndian wealth management
  4. 090A hospital group holds a Rs 400 crore surplus in bank deposits. It needs Rs 150 crore in 18 months and the rest is long-term. What would you recommend, and what are the risks and benefits?Client mandates and IPSCoreInstitutional asset managementMulti-asset

Company names and figures are illustrative.