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Chris Lee’s Investment Plan

Hubert Pun; Lana Rao

Product #:9B15E007
Supplier:Ivey
Discipline:Management Science
Setting:Canada, 2012
Details:Case (PDF) • 4 pages • 2015-04-10

Subjects:

Statistical analysisTechnology and analyticsAnalytics and data scienceData science

Industries:

Financial service sector

Geography:

CanadaNorth America
Your Price:$9.71

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In December 2012, a young worker in Toronto wants to invest $50,000 savings. He needs to decide the equity portfolio that will result in the lowest risk at the best possible return on his investment. In particular, he is looking to invest in Wal-Mart, IBM, Apple, Chevron and Amazon, all large U.S. corporations that have weathered the recent economic crisis and show growth potential for the future. He remembers learning about using efficient frontiers to analyze stocks and decides to undertake an exhaustive analysis before deciding in which company to invest.

Learning Objectives

This is case is suitable for undergraduate or MBA management science or finance courses.


  • To understand portfolio selection, covariance, risk/return tradeoff, simulation, nonlinear optimization and statistical analysis.
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    Case Study: Chris Lee’s Investment Plan (English version) | Ivey Publishing