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