Stage 7 (2023) “Fund-a-mental”


This is an actual case study that was presented to the participants of the Financial Modeling World Cup 2023, Stage 7 (October 13-16).

Case description:

You are an analyst at Modelling Quality Stuff Productions (MQSP), who have recently set up a fund and are considering 12 potential investments in a variety of renewable assets in the Federated States of Modellandia. A proforma model cashflow from each of the potential assets has been provided, and you have been asked to analyze the fund’s potential performance and MQSP’s fees based on these cashflows.

The downloadable file consists of the following:
Task: PDF file with Case Materials; PDF file with Questions; Excel file with Assumptions
Solution: Excel file with full Solution Model; PDF file with correct Answers in Bold