Banyan Investment-Creating an Optimal Portfolio for a Client
| Case Code: FINC186 Case Length: 13 Pages Period: 2019-2020 Pub Date: 2022 Teaching Note: Available |
Price: Rs.300 Organization: Banyan Investment Private Limited Industry: Financial Services Countries: India Themes: Risk and Return, Optimal Portfolio, Portfolio Management |
Abstract Case Intro 1 Case Intro 2 Excerpts
Introduction
Rishabh Bansal (Rishabh), senior research analyst at Banyan Investment Private Limited (Banyan Investment), was upset after receiving a public warning from M. Pashupatinath Reddy (Reddy), head of Equity Research. Reddy had taken serious objection to Rishabh’s risk-return trade-off analysis for a client seeking long-term growth across several capital market instruments. “The analysis was not only misplaced but totally miscued with the assumptions going completely haywire”, Reddy told Rishabh sharply. Rishabh had been a star performer in the team, having had six promotions over the last 3 years. So, what had gone wrong with his risk-return trade-off analysis and what could he do to salvage his reputation?..
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