This case study focuses on developing an adequate investment portfolio that could help in improving returns of the investor while reducing the risk from investment. The portfolio creation aims to maximize returns from investment, while reducing the risk that could hamper investment capital. The underlying investment philosophy and strategy for the development of the portfolio is explained in detail. The recommended investment component of the portfolio is also discussed, along with the equity shares, short sales, LICs and ETPs, hedging position, and cash holding. The case study concludes with a detailed reference and bibliography section, as well as appendices.

CASE STUDIES IN FINANCE (FIN3CSF) – SEMESTER 1, 2018 CASE STUDY 1 – INVESTMENT PORTFOLIO CONSTRUCTION

Develop an investment portfolio with a capital growth focus for a high net-worth client looking to invest $1,500,000 outside of their employment-based superannuation account.

Create a portfolio to increase returns and reduce investment risk.

Case Studies in Finance: Investment Portfolio Creation and Management

Finance

(Solved) Case Studies on Finance

This case study from Desklib explains how to create a diversified portfolio with technical analysis. It covers the investment philosophy and strategy behind the portfolio, as well as recommendations for investment. The portfolio includes equity shares, short selling, future contract, ETF and LIC, which adequately diversifies the portfolio created for investment. Subject: Finance, Course Code: N/A, Course Name: N/A, College/University: N/A

Hartpury University and Hartpury College

Economics

Case Studies in Finance: Creating a Diversified Portfolio with Technical Analysis

The provided content discusses the concept of systematic and unsystematic risk in finance. Systematic risk is attributed to market-wide factors, while unsystematic risk arises from company-specific factors. The text also presents calculations for portfolio returns and standard deviations for different asset combinations. It highlights the impact of incorporating a risk-free asset on reducing portfolio risk and increasing returns.

Short Assignment Title: The Impact of Risk-Free Assets on Portfolio Performance

Report

(Solution) Case Studies on Finance

FINA 6000 Managing Finance - Assignment

This case study analyzes the changes in global, economic, and industry environment relevant to the equity market, calculates and summarizes the profitability of the portfolio, mentions the significance of the investment components used for the investment purposes, compares and calculates the performance of the portfolio with the index ASX 200, and provides adequate recommendation for the portfolio structure. The drafted portfolio has performed adequately while providing higher rate of returns from investment. The investment scope used in the creation of the portfolio was relatively adequate, which would eventually help in generating high rate of returns from investment. The created portfolio would eventually help in generating higher rate of returns for investors while reducing the risk from investment.

Case Studies in Finance: Investment Portfolio Creation and Management

(Solved) Case Studies on Financelg...

Case Studies in Finance: Creating a Diversified Portfolio with Technical Analysislg...

Short Assignment Title: The Impact of Risk-Free Assets on Portfolio Performancelg...

(Solution) Case Studies on Financelg...

FINA 6000 Managing Finance - Assignmentlg...

Case Study in Finance: Portfolio Performance and Investment Componentslg...

(Solved) Case Studies on Finance

Case Studies in Finance: Creating a Diversified Portfolio with Technical Analysis

Short Assignment Title: The Impact of Risk-Free Assets on Portfolio Performance

(Solution) Case Studies on Finance

FINA 6000 Managing Finance - Assignment

Case Study in Finance: Portfolio Performance and Investment Components