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
Showing 1–4 of 4 · filtered from 100Clear filters
- 007A 45-year-old surgeon has Rs 8 crore from selling his clinic stake and a Rs 1.2 crore home loan, and wants Rs 40 lakh a year in today's money from 55. Should he prepay the loan, what are his return and risk objectives, and what is a first allocation?Northern TrustLake Forest · 2022
- 032A 62-year-old client has just lost her husband. She has Rs 3.5 crore, no pension, and needs Rs 1.5 lakh a month. How do you approach the first 90 days, the income plan and the allocation, and how long does the money last?VanguardScottsdale · 2025
- 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?Morgan StanleyBoca Raton · 2026
- 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.VanguardMalvern · 2024
Company names and figures are illustrative.