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About Portfolio Management for the Level III CFA Exam
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1
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October 23, 2019
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VWAP or TWAP?
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4
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April 2, 2020
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Risk seeking vs Risk averse?
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3
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March 23, 2020
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convertible bond arbitrage
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5
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March 18, 2020
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Trading - Type I and Type II errors
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4
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March 18, 2020
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LOS 19.d: Evaluate liability-based strategies under various interest rate scenarios and select a strategy to achieve a portfolio's objectives
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3
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March 17, 2020
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Trading - upside & downside capture
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3
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March 17, 2020
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Reading 13 .Principles of Asset Allocation ( page 125 - The Smiths example)
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10
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March 16, 2020
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Risk tolerance combination check
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4
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March 15, 2020
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Asset allocation - rebalancing
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4
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March 12, 2020
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Private wealth tax loss harvesting
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7
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March 10, 2020
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Private wealth - statutory allowance
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4
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March 9, 2020
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Estate Planning Tools
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2
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March 9, 2020
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Convertible Arbitrage Reading 26
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4
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March 7, 2020
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Fixed Income - future contracts
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9
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March 4, 2020
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Clawback provision
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5
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March 3, 2020
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Macro Attribution - Example 7 - Reading 35 (page 201)
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3
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February 28, 2020
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Convertible bond arbitrage -
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21
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February 25, 2020
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Hedge funds
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12
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February 23, 2020
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Are puts a cross hedge or complete hedge?
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5
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February 23, 2020
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Human Capital to Financial Capital Graph
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3
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February 22, 2020
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Disclosures in marketing material
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2
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February 22, 2020
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Some GIPS questions
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2
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February 21, 2020
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GIPS EOC Q17 - Long or short period below minimum asset level
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5
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February 20, 2020
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GIPS - portability of past performance
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8
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February 19, 2020
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Portfolio Composite Inclusion Question (GIPS)
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4
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February 19, 2020
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Hedge funds
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3
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February 18, 2020
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Tail risks
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5
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February 17, 2020
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Hedge funds stretegies
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4
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February 16, 2020
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Monetization of a concentrated position
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2
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February 14, 2020
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