|
About Portfolio Management for the Level III CFA Exam
|
|
1
|
270
|
October 23, 2019
|
|
reading 38: Risk management/Private Wealth: the Schmitt family (
|
|
9
|
431
|
November 22, 2020
|
|
When do we use Brinson Model vs BHB Model?
|
|
2
|
91
|
November 22, 2020
|
|
Private Wealth: Tax Deferred Account and Deferred Capital Gain
|
|
10
|
196
|
November 19, 2020
|
|
L3 - gifting vs bequest question
|
|
1
|
85
|
November 19, 2020
|
|
How to shift a MVO curve down and to the left?
|
|
3
|
115
|
November 17, 2020
|
|
Behavioral Portfolio Theory - Book 2
|
|
2
|
105
|
November 15, 2020
|
|
Barbell, bullet, laddered - online question
|
|
2
|
117
|
November 14, 2020
|
|
Curriculum Reading 9 Behavioral Finance Practice Problems Q15: Whose statement regarding the technical analysis department is most accurate?
|
|
1
|
92
|
November 1, 2020
|
|
Higher expected defaults-->lower expected return--->downward pressure on credit premium?
|
|
1
|
80
|
November 6, 2020
|
|
Ending NAV of Fund Question
|
|
3
|
91
|
November 13, 2020
|
|
Investment objective: endowment x foundantions
|
|
3
|
126
|
November 11, 2020
|
|
Virginia Cunningham case- Private wealth
|
|
2
|
90
|
November 8, 2020
|
|
Illiquidity Premium + Put Option
|
|
2
|
100
|
November 3, 2020
|
|
Asset allocation contribution
|
|
9
|
109
|
November 2, 2020
|
|
Behavioral Finance: example 2, topic 3
|
|
3
|
111
|
November 1, 2020
|
|
Tax loss harvesting example
|
|
3
|
114
|
October 31, 2020
|
|
Geri Bylak case - taxes
|
|
1
|
84
|
October 30, 2020
|
|
2009 AM Question 1Aii
|
|
3
|
121
|
May 4, 2016
|
|
Asset Allocation - choosing the optimal portfolio
|
|
19
|
277
|
October 26, 2020
|
|
Cash flow matching CFA online question
|
|
2
|
105
|
October 25, 2020
|
|
Discretionary vs Non-Discretionary accounts
|
|
1
|
103
|
October 4, 2020
|
|
Reading 30 -Separate Property Regime
|
|
1
|
94
|
October 4, 2020
|
|
Institutional investors, DB and Endowments
|
|
1
|
83
|
October 23, 2020
|
|
EOC #18 R13 Prin. AA
|
|
2
|
82
|
October 22, 2020
|
|
Passive equity strategies
|
|
3
|
100
|
October 19, 2020
|
|
Behavioral biases - CFAI website Qs
|
|
3
|
129
|
October 17, 2020
|
|
L3R36: Confused about the Cost of Errors in manager selection process
|
|
3
|
118
|
October 16, 2020
|
|
2014 AM Exam - Question 10 D
|
|
6
|
149
|
October 15, 2020
|
|
Reading 35, Brinson model vs hiring fund manager formula?
|
|
2
|
135
|
October 13, 2020
|
