Course curriculum

  • 1

    How to Use the Case Study Marking and Feedback Resource

    • Read This Before You Begin

    • If the content is too Small to Read?

  • 2

    Asset Allocation

    • Cedarbridge: Client Portfolios

    • Northlake: Allocation Review

    • Aster: Economic Outlook

    • Briar: Forecast Committee

    • Orchard: Allocation Inputs

    • Ashford: Economic Signals

    • Alder: Bond Expectations

    • Kingsmere: Factor Allocation

    • Hawthorne: Account Allocation

    • Willowmere: Risk Allocation

    • Bracken: Emerging Debt Review

    • Wycliffe: Currency Outlook

    • Rowan: Risk Forecasts

    • Selwyn: Forecast Committee

    • Carrington: Global Allocation

    • Morland: Investment Outlook

    • Tavistock: Family Wealth

  • 3

    Portfolio Construction

    • Beacon Clinical Training Endowment

    • The Alvarez Retirement Plan

    • Redwood: Alternative Investments

    • Westhaven: Bond Financing

    • Fairmont: Pension Review

    • Elmstone: Equity Stewardship

    • Crescent Life: Liquidity

    • Clearwater: Execution Review

    • Norchester: Sovereign Reserves

    • Lakeshore: Index Design

    • Westford: Bond Ladder

    • Marlowe: Electronic Execution

    • Calder: Alternatives Oversight

    • Kestrel: Equity Mandates

    • Redfern: Wealth Profiles

    • Penrose: Institutional Portfolios

    • Ainsley: Electronic Markets

  • 4

    Performance Measurement

    • Meridian: Equity Review

    • Stonehaven: Account Performance

    • Linden: Manager Assessment

    • Maplecrest: Manager Fees

    • Juniper: Sector Attribution

    • Brookfield: Manager Decisions

    • Westridge: Downside Review

    • Bellwood: Composite Records

    • Oakridge: Style Review

    • Cedarvale: Manager Appraisal

    • Stonewell: Bond Attribution

    • Fernwood: Benchmark Review

    • Hartwell: Performance Reporting

    • Alderwick: Attribution Review

    • Bramwell: Risk Oversight

    • Dunmere: Benchmark Decisions

    • Elliston: Account Selection

    • Fenwick: Composite Calculations

    • Glenhaven: Performance Records

  • 5

    Derivatives and Risk Management

    • Harbourview: Exposure Management

    • Solstice: Currency Hedge

    • Crestline: Borrowing Protection

    • Seabrook: Event Strategy

    • Riverton: Volatility Protection

    • Mariner: Currency Cross Hedge

    • Pinehaven: Covered Calls

    • Evergreen: Directional Spreads

    • Silverbrook: Equity Protection

    • Northpoint: Rate Expectations

    • Larkspur: Calendar Strategy

    • Eastmere: Synthetic Exposure

    • Windermere: Currency Decisions

    • Bexley: Short Position

    • Ormond: Currency Strategies