Case sets
Case set 1
6 cases · 30 questions
60 marks45 min if timedNegative marking 25% / wrong answer
Or take it timed
Case set 2
6 cases · 30 questions
60 marks45 min if timedNegative marking 25% / wrong answer
Or take it timed
Case set 3
6 cases · 30 questions
60 marks45 min if timedNegative marking 25% / wrong answer
Or take it timed
Practice shows the hint and the answer after each question. Timed hides them until you hand in, like the exam.
All Series XXI-B cases
Set 1 · Case 1
Rebalancing a client mandate
5 questions10 marks
Set 1 · Case 2
Calculating a performance fee carefully
5 questions10 marks
Set 1 · Case 3
Comparing risk-adjusted performance
5 questions10 marks
Set 1 · Case 4
Pricing a two-year bond
5 questions10 marks
Set 1 · Case 5
Reducing portfolio beta with index futures
5 questions10 marks
Set 1 · Case 6
Allocating a partially filled order fairly
5 questions10 marks
Set 2 · Case 1
Combining two risky assets
5 questions10 marks
Set 2 · Case 2
Returns when the client adds money midway
5 questions10 marks
Set 2 · Case 3
Explaining active return by allocation and selection
5 questions10 marks
Set 2 · Case 4
A risk dashboard with different meanings
5 questions10 marks
Set 2 · Case 5
Two valuation lenses on one company
5 questions10 marks
Set 2 · Case 6
Meeting a withdrawal during a liquidity shock
5 questions10 marks
Set 3 · Case 1
Looking through funds to see concentration
5 questions10 marks
Set 3 · Case 2
Matching two known cash payments
5 questions10 marks
Set 3 · Case 3
An overseas investment with a partial currency hedge
5 questions10 marks
Set 3 · Case 4
A share split in two differently weighted indices
5 questions10 marks
Set 3 · Case 5
Measuring the cost of an incomplete buy order
5 questions10 marks
Set 3 · Case 6
Correcting a portfolio valuation before reporting
5 questions10 marks
Do this nextCase set 1
Practice shows the hint and the answer after each question. Timed hides them until you hand in, like the exam.
Start set 1Paper Trading Try it on the practice trading desk →