CFA Level III   Portfolio Management


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