The intent of this portfolio management casebook is to provide practical applications of the techniques, concepts, and theories presented throughout the CFA study program. The cases challenge you to combine your skills and toools with judgement and creativity to solve realistic problems. The value of the case method comes from the process of distilling facts and circumstances and determining an appropriate course of action based on available information.



List of cases :

Individual investors

* The mason family (A), (B)

* The Allen Family (A), (B)

* The Ramez family (A), (B)



Institutional investors

* Ednam products company

* Mid-South trucking company

* General technology corporations (A), (B)

* Profit-sharing advisory, Inc. (A), (B)

* Industrial products corporation (A), (B), (C)

* Universal products, Inc.

* World exosystem consortium (A), (B)

* Good samaritan hospital (A), (B), (C)