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. 013An asset manager runs 38 mutual fund schemes. The top 10 hold 80% of assets, and 12 schemes are below Rs 200 crore with bottom-quartile performance, each costing Rs 1.2 crore a year to run. What would you merge or close, and how would you protect investors?Asset management business and productsCoreVanguardMalvern · 2023
  2. 038An asset manager wants to launch a multi-asset fund with a 1.2% expense ratio, of which it keeps 0.7%, launch costs of Rs 8 crore and running costs of Rs 4 crore a year. What assets does it need to break even, who is the target investor, and how fast can it get there?Asset management business and productsCoreNuveenLondon · 2023
  3. 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

Company names and figures are illustrative.