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Decks in this class (30)
Reading 5 The Behavioral Finance Perspective
Indifference curve shows,
Bayes formula,
Examples of six operations in the...
58
cards
Reading 6 The Behavioral Biases of Individuals
Cognitive errors definition,
Status quo bias,
Anchoring and adjustment bias
27
cards
Reading 9 Taxes and Private Wealth Management in a Global Context
Three primary categories of taxes,
Four types of equity investors,
Accrual equivalent returns and ta...
23
cards
Reading 8 Managing Individual Investor Portfolios
Behavioral models of the portfoli...,
Time horizon constraint,
Division of return requirements b...
35
cards
Reading 10 Estate Planning in a Global Context
Spousal exemptions,
Tax free gift,
Testamentary gratuitous transfer
41
cards
Reading 11 Concentrated Single Asset Positions
Monetization,
Goal based planning in the concen...,
Protective puts
36
cards
Reading 7 Behavioral Finance and Investment Processes
Value and growth anlomalia,
Behavioral investor types,
Momentum
25
cards
Reading 13 Managing Institutional Investor Portfolios
A cash balance plan is a defined ...,
Time horizon for endowments,
Projected benefit obligation pbo
88
cards
Reading 12 Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance
What is human capital,
Life expectancy,
Variable payout annuities
12
cards
Reading 14 Linking Pension Liabilities to Assets
Market related exposures,
Linking assets and liabilities vi...,
Value of a liability
10
cards
Reading 15 Capital Market Expectations
How increase in short term rates ...,
During wich phase of the business...,
Limitations of economic data
101
cards
Reading 16 Equity Market Valuation
Summary of relative value models,
Growth accounting,
Equity market valuation using div...
19
cards
Reading 17 Asset Allocation
An alm example a defined benefit ...,
Conditional return correlations,
Asset allocation and human capital
57
cards
Reading 18 Currency Management: An Introduction
Spot markets,
Forward markets,
The process for marking to market...
41
cards
Reading 19 Market Indexes and Benchmarks
Fundamental weighted indexes,
Index construction,
Equal weighted indexes
22
cards
Reading 20 Fixed-Income Portfolio Management—Part I
Return maximization for immunized...,
Safety margin calculation example,
Confidence interval as
49
cards
Reading 21 Relative-Value Methodologies for Global Credit Bond Portfolio Management
Structure trades,
Cash flow reinvestment,
Putables institute 98 institute c...
41
cards
Reading 22 Fixed-Income Portfolio Management—Part II
Interest rate parity,
Repurchase agreements,
Credit risk instruments
37
cards
Reading 23 Equity Portfolio Management
Completeness fund,
A socially responsible portfolio ...,
Holding based vs return based sty...
66
cards
Reading 24 Alternative Investments Portfolio Management
If managed futures strategies are...,
Due diligence in pe,
Returns of hedge funds
99
cards
Reading 25 Risk Management
Scenario analysis,
The credit risk of swaps,
Risk management is
65
cards
Reading 26 Risk Management Applications of Forward and Futures Strategies
Q tech advisors manages a portfol...,
Total asset strategies tast speci...,
Beta formula
28
cards
Reading 27 Risk Management Applications of Option Strategies
Box spreads,
Bull spreads,
Delta hedging an option over time
22
cards
Reading 28 Risk Management Applications of Swap Strategies
Using swaps to adjust the duratio...,
Using an interest rate swaption t...,
Synthetically adding a call to no...
23
cards
Reading 29 Execution of Portfolio Decisions
Discuss the adverse selection ris...,
Soft dollars,
Special types of trades
51
cards
Reading 30 Monitoring and Rebalancing
How would the investment results ...,
Constant mix strategies,
Tactical rebalancing
29
cards
Reading 31 Evaluating Portfolio Performance
Risk adjusted performance apprais...,
Manager continuation policy as a ...,
Twr versus mwr
56
cards
Reading 32 Overview of the Global Investment Performance Standards
Firms that claim to comply with g...,
Tvpi,
Dietz formula
7
cards
Ethics
The code of ethics,
Standards of professional conduct,
Professionalism
9
cards
Asset Manager Code of Professional Conduct
The ethical responsibilities rela...
1
cards
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cfa level 3
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