Course curriculum
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1
How to Use the Case Study Marking and Feedback Resource
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Read This Before You Begin
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If the content is too Small to Read?
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2
Asset Allocation
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Cedarbridge: Client Portfolios
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Northlake: Allocation Review
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Aster: Economic Outlook
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Briar: Forecast Committee
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Orchard: Allocation Inputs
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Ashford: Economic Signals
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Alder: Bond Expectations
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Kingsmere: Factor Allocation
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Hawthorne: Account Allocation
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Willowmere: Risk Allocation
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Bracken: Emerging Debt Review
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Wycliffe: Currency Outlook
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Rowan: Risk Forecasts
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Selwyn: Forecast Committee
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Carrington: Global Allocation
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Morland: Investment Outlook
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Tavistock: Family Wealth
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3
Portfolio Construction
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Beacon Clinical Training Endowment
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The Alvarez Retirement Plan
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Redwood: Alternative Investments
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Westhaven: Bond Financing
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Fairmont: Pension Review
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Elmstone: Equity Stewardship
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Crescent Life: Liquidity
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Clearwater: Execution Review
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Norchester: Sovereign Reserves
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Lakeshore: Index Design
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Westford: Bond Ladder
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Marlowe: Electronic Execution
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Calder: Alternatives Oversight
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Kestrel: Equity Mandates
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Redfern: Wealth Profiles
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Penrose: Institutional Portfolios
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Ainsley: Electronic Markets
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4
Performance Measurement
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Meridian: Equity Review
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Stonehaven: Account Performance
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Linden: Manager Assessment
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Maplecrest: Manager Fees
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Juniper: Sector Attribution
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Brookfield: Manager Decisions
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Westridge: Downside Review
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Bellwood: Composite Records
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Oakridge: Style Review
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Cedarvale: Manager Appraisal
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Stonewell: Bond Attribution
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Fernwood: Benchmark Review
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Hartwell: Performance Reporting
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Alderwick: Attribution Review
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Bramwell: Risk Oversight
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Dunmere: Benchmark Decisions
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Elliston: Account Selection
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Fenwick: Composite Calculations
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Glenhaven: Performance Records
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5
Derivatives and Risk Management
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Harbourview: Exposure Management
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Solstice: Currency Hedge
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Crestline: Borrowing Protection
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Seabrook: Event Strategy
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Riverton: Volatility Protection
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Mariner: Currency Cross Hedge
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Pinehaven: Covered Calls
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Evergreen: Directional Spreads
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Silverbrook: Equity Protection
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Northpoint: Rate Expectations
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Larkspur: Calendar Strategy
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Eastmere: Synthetic Exposure
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Windermere: Currency Decisions
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Bexley: Short Position
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Ormond: Currency Strategies
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