It is a case study for portfolio management for Finance Investments course. The question has been attached in the file as well as the template. Chapter 13 is also attached.

Case Study: Client Investment Portfolios

Client A

Client B

Client C

Investment Objective

 

 

 

Risk Tolerance

 

 

 

Portfolio Selection

Suitable Portfolio

 

 

 

Expected Portfolio Return

 

 

 

Performance Measures

Sharpe's ratio

 

 

 

Treynor's measure

 

 

 

Jensen's measure

 

 

 

Discuss which portfolio offer higher risk adjusted return