About Portfolio Management for the Level III CFA Exam
|
|
0
|
3500
|
October 23, 2019
|
Implementation Shortfall - 3 Variants
|
|
2
|
281
|
September 2, 2023
|
Question about needs analysis
|
|
1
|
263
|
August 30, 2023
|
Reading 19 Section 4 Prob-wtd return vs Exp. return
|
|
3
|
1298
|
August 29, 2023
|
Corridor Width - Volatility
|
|
2
|
267
|
August 27, 2023
|
IM Selection EOC Q 40 - Fee & Active Return Calculations
|
|
2
|
2479
|
August 26, 2023
|
Life insurance- capital needs analysis
|
|
7
|
404
|
August 18, 2023
|
IPS return requirement - gifts/contributions for endowments
|
|
1
|
285
|
August 12, 2023
|
Estate taxes - Mistake?
|
|
0
|
262
|
August 11, 2023
|
Introduction to Asset Allocation
|
|
7
|
1851
|
August 3, 2023
|
Sector/industry vs. style rotation: Top-down / bottom-up
|
|
1
|
451
|
July 16, 2023
|
Hedge funds stretegies
|
|
5
|
3642
|
July 12, 2023
|
Easy question confused about taxes
|
|
0
|
456
|
July 10, 2023
|
Urgency of trade
|
|
4
|
489
|
July 10, 2023
|
Reading 24 Example 7
|
|
3
|
517
|
July 7, 2023
|
Interest Rate Swap to adjust Risk (Modified Duration)
|
|
1
|
594
|
June 19, 2023
|
CCY Forward - Roll Yield
|
|
0
|
521
|
June 18, 2023
|
FWD Points and Hedge impacts
|
|
0
|
597
|
June 18, 2023
|
Portfolio Risk Tolerance
|
|
4
|
561
|
June 14, 2023
|
Performance Fees: Call Option on Active Share
|
|
6
|
757
|
June 2, 2023
|
Reading 26 (Performance) - question 12 in text
|
|
3
|
555
|
June 2, 2023
|
More Sectors In Port Than Bench - Attribution
|
|
4
|
697
|
June 1, 2023
|
Performance Fees: breakeven active return/standard fee?
|
|
3
|
672
|
May 29, 2023
|
Carhart Factor Model: HML
|
|
3
|
576
|
May 23, 2023
|
FVgift in PWM
|
|
3
|
758
|
April 27, 2023
|
PWM Gift Tax compunding question
|
|
2
|
743
|
April 27, 2023
|
PWM Taxation - country level detail
|
|
3
|
783
|
April 24, 2023
|
Tax Deferred Account - After-Tax Wealth
|
|
2
|
734
|
April 23, 2023
|
Risk Factors in Asset Allocation (alternative inv)
|
|
2
|
821
|
April 23, 2023
|
One (1) Standard Deviation as "Volatility" in Portfolio Management (Framing)
|
|
1
|
825
|
April 18, 2023
|