Wespath Benefits and Investments is a not-for-profit administrative agency that supervises and administers the retirement plans, investment funds, and health and welfare benefit plans of active and retired clergy and lay employees of The United Methodist Church. CASE STUDY: You just graduated college and now work at an up-and-coming asset management company, Wharton Global Asset Management (WGAM).The firm currently manages a $100,000,000 portfolio that is invested across several different sectors, … Present your strategic recommendation clearly and concisely. The resources listed below provide additional information about how impact investors are allocating capital to fund solutions to the world's most intractable challenges, including those that reduce poverty, empower marginalized populations, and protect natural resources, as well as many other issues. Over the next 10 weeks, your team will develop and test an investment strategy using only the industries and companies from the competition’s approved stock list. responsAbility Investments AG is an asset manager in the field of development investments and offers professionally-managed investment solutions to private, institutional, and public investors. Why Do Investment Banks Ask Case Study Questions? Candidates should also practise presenting their process of analysis clearly and justifying the recommendations they have made, to prepare for the scrutiny of the interviewer. Investment banking roles are highly competitive and you must be properly prepared. Prudential Financial, with operations in the U.S., Asia, Europe, and Latin America, provides its customers with a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, and investment management. In some cases, the investment banking case study may be presented as a group task. This site uses cookies to provide you with a great user experience. These questions are looking more at a candidate’s problem-solving skills and commercial awareness, rather than deep analysis. This paper studies the asset selection of private equity investors and the risk and return properties of passive portfolios with similarly selected investments in publicly traded securities. It would be appropriate to consider a blend of growth and value stocks to help balance the riskiness of his portfolio. At the end of the 10 weeks of trading, you will be required to submit a proposal detailing your recommended investment strategy. Over the next 10 weeks, your team will develop and test an investment strategy using the industries and companies from the competition’s approved stock list. You'll need a sense for how much investment you require, the timing of that investment, and the ongoing costs of your idea. Your team will start out with a portfolio of $100,000 in virtual cash, and will compete against students from all over the world. MN is a fiduciary asset manager that carries out the pensions administration for almost two million people in The Netherlands. Help CASE members articulate the rationale for investing in advancement, assess the effectiveness of their fundraising operations, understand how to interpret resulting numbers and use the information for continuous internal improvement of programs. Luis Giusti and the Transformation of Petroleos de Venezuela S.A. Florian is an avid football (soccer) fan and has the opportunity to become a small-level investor in his favorite Brazilian professional football club, Palmeiras. The Community Finance Fund for Social Entrepreneurs (CFFSE) provides financial services for low-income populations in Australia. If we look at the variances, this weightage will provide a minimum portfolio variance of 10.41% which is lower than the individual risk of security A and security B. Following the pilot, the methodology and survey questions were further refined before the launch of the full study. This is just a sample partial work. The case study would be more of performing FCFF valuation on a company or prepare a simple merger or leveraged buyout model. You will be expected to work on it at home and then present your analysis and recommendations in a 30- to 45-minute presentation when attending your interview. The investment scenarios included in this case study have been fabricated for the purpose of the competition. “A client owns her business (worth £400m) outright and is looking to release some liquidity while retaining a percentage of ownership. Suite 1000 Regardless of which investment banking case study type a candidate is presented with, the thought process and deliverables are the same. “A renewables company is looking to make a significant acquisition. For this question, you would be given an overview of the company and their financial statements to review. K@W judges will review your final investment thesis and select top teams. Consider how you would advise the client to negotiate: “A public company approaches you as they wish to raise capital. Healthy Neighborhoods Loan Pools I and II, The Collaborative for Healthy Communities, California FreshWorks Fund Term Debt Facility, Community Finance Fund for Social Entrepreneurs (CFFSE), Peak II (Providing Unemployment and Knowledge), Beartooth Capital's Exit from Montana Ranchland, Lok Capital's Exit from a Microfinance Company, bilingual communities the United States >, What You Need to Know about Impact Investing, GIIN Initiative for Institutional Impact Investment, Plus, explore video case studies about how impact investing is improving the lives. The case may be given to you ‘blind’ on the day of your assessment centre with only a short amount of time provided for preparation. CASE has undertaken a study of investments in advancement. As it is critical to make the most convincing case to Sachin, everyone on the team must contribute to ensure that KWAM creates the best proposal. This background knowledge is key when demonstrating your knowledge and enthusiasm for investment banking. They will also need to display a good level of commercial awareness. As the evolution of the impact investing industry moves from "what is it" to "how is it done", case studies become increasingly important. However, it is possible to formulate your own questions by looking at business scenarios involving possible mergers, necessary valuations or raising of capital. Healthy Neighborhoods promotes community revitalization through property acquisitions and renovations in distressed Baltimore neighborhoods. CASE STUDY: You just graduated college and now work at an up-and-coming asset management company, Wharton Global Asset Management (WGAM). To make the most convincing case to Florian, everyone on the team must contribute to ensure that WGAM creates the best proposal. © Copyright 2020 - Global Impact Investing Network. MN has engaged in impact investing since 2016. Go through any financial data carefully and make predictions as to what organic growth would look like for the company. The survey was fully launched in 2011 and is based on a pilot AIMS study … The Moon Has Set; B. Fictional Documents. KWAM’s current portfolio manager (your teacher/advisor) recently met with a potential client Sachin Rekhi, a successful entrepreneur who sold his startup Connected to LinkedIn. What percentage of equity should they be willing to give up? Glenmede is an investment and private wealth management firm founded in 1956 with a long history of partnering with its clients to align their social and environmental goals with their financial objectives. With so many different types of investors pursuing a variety of impact objectives and financial return targets, the GIIN aims to bring greater transparency to the market by sharing diverse examples of impact investments and viewpoints held by investors who are motivated by social and environmental considerations.*. The least risky combination of assets is calculated by finding out the standard deviation and variance of security A and security B by creating 3 scenarios for best, worst and base case. Benchmark expenses and staffing in advancement (advancement services, alumni relations, communications and marketing, fundraising/development and advancement management/leadership) and to identify variances by type and size of institution, campaign status, staffing and other factors. For investment banking, specifically, these types of case studies are most common: 3-Statement Models – You might receive a company’s financial statements in Excel and then get 20-30 minutes, up to 2-3 hours, depending on the complexity, to build a … CASE STUDY: You just graduated college and now work at an up-and-coming asset management company, Knowledge@Wharton Asset Management (“KWAM”). Founded in 2005, Beartooth Capital is a real assets investment firm that has acquired nearly 25,000 acres in the Western United States with the intent to restore and rehabilitate degraded wildlife habitats, waterways, and ranchlands. Case study questions are not only testing a candidate’s analytical skills but also their ability to reason and communicate. Printi was sold to U.S.-based global online printing leader Vistaprint (Nasdaq: CMPR) in 2014 after raising more than $50 million in equity. Make sure you can confidently discuss the following: Candidates must practise streamlining their thought process so judgements can be made under time pressure if required. As mentioned above, candidates will need to be confident with valuation skills. Via FlexCAP, Habitat for Humanity International’s (HFHI) goal was to build more homes for low-income families by attracting commercial sources of capital.
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