A pupil in his final year at a management school has requested his uncle to propose an optimal investment portfolio for the reinvestment of his retirement account.
His uncle wishes to invest only in mutual funds managed by reputed asset management companies that have historically given yields that are outstanding. He also needs to restrict the danger involved to less than 10%. The pupil now needs to prepare a portfolio that offers the best potential yield for the danger defined by his uncle.
PUBLICATION DATE: June 25, 2014 PRODUCT #: W14232-HCB-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
Related Case Solutions & Analyses:
PunchTab Inc.
SKS and the AP Microfinance Crisis
Overview of Project Finance–2004 Update
Windhoek Nature Reserve: Financing a Sustainable Conservation Model in Namibia
Northern Telecom (A): Greenwich Investment Proposal
New Earth Mining, Inc.
Note on Financial Statement Analysis
Note on Full and Differential Cost Accounting
Note on Management Control Systems in Health Care
Note on Performance Measurement in Nonprofit Organizations
