FYP PROPOSAL DEFENSE

AYESHA JAMIL AFRIDI

14-1227

PROJECT TITLE:

CASE STUDY PORTFOLIO MANAGEMENT:

CONSTRUCTING AN EFFICIENT ALLOCATION

SUPERVISOR:
MR.BILAL HAFEEZ

Purpose of the Study

Explain concepts of investments and portfolio management.
Explain in detail the construction and management of individual
investment portfolios.
Helpful tool for teachers and students.
Pakistani setting.

Introduction to Investments and Portfolio management

The portfolio management process

3)Feedback
1)Planning
2)Execution

To write a case study to be used as a

teaching tool to explain the construction
and management of individual investor
portfolios of a Pakistani family, So as to
illustrate the concepts of investments and
the portfolio management process.

 To gain better understanding about concepts of investments and portfolio

management.
To understand in detail the concept of constructing and managing
individual investor portfolios.
To gain knowledge about asset allocation and portfolio composition using
the efficient frontier concept.
To gather information about Pakistans equity and bond market.
To explore the stocks trading at the Pakistan stock exchange so as to
distinguish the best performers.

CONT
To write an easy to understand case study that would be helpful
for students studying investments and portfolio management.
To write easy to understand case study that would be helpful for
teachers teaching investments and portfolio management.
To produce a quality case study, to be published online.

Significance of Study
Individual and household investors can relate to it.
The case study covers the most basic and essential investor
reasons for investing money and it provides advise in the form of
solution
Students analyzing the case study can know about the various
options and techniques through which wealth can be managed and
invested and can relate to it in real life.

Research Design and Methodology

RESEARCH APPROACH

DEDUCTIVE

TYPE OF DATA

SECONDARY

TIME HORIZON

CROSS SECTIONAL

TYPE OF RESEARCH

EXPLANATORY

RESEARCH METHOD

QUANTITATIVE

RESEARCH STRATEGY

CASE STUDY

Deliverables

An easy to understand investments and portfolio

management case study.
A fully calculated solution of the case study.
Detailed instructor/ teaching notes.
Detailed case analysis.
Accompanying diagrams, charts, fact sheets, tables
and pictures.