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Investments: Delineating an Efficient Portfolio

Upasana Mitra; M. Kannadhasan

商品編號:9B14N012
出版日期:2014/06/25
再版日期:2014/06/20
商品來源:
商品主題:Finance; International Business
商品類型:Case (Field)
涵蓋議題:Investments;portfolio management;efficient frontier;mutual funds;India
難易度:5 - MBA/Postgraduate
內容長度:7 頁
地域:India
產業:Finance and Insurance
事件年度:2014

A student in his final year at a management school has been asked by his uncle to suggest an optimal investment portfolio for the reinvestment of his retirement account. His uncle wants to invest only in mutual funds managed by reputed asset management companies that have historically given superior returns. He also wants to limit the risk involved to less than 10 per cent per annum. The student now needs to prepare a portfolio that offers the highest possible return for the risk defined by his uncle.

教學手冊:Investments: Delineating an Efficient Portfolio - Teaching Note
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