Case Solution for Investments: Delineating an Efficient Portfolio

Complete Case details are given below :
Case Name :      Investments: Delineating an Efficient Portfolio
Authors :           Upasana Mitra, M. Kannadhasan
Source :             Ivey Publishing
Case ID :            W14232
Discipline :        Finance
Case Length :    07 pages
Solution Sample availability : YES
Plagiarism : NO (100% Original work)
Description for case is given below :
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.
 
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