|
LOS 19.d: Evaluate liability-based strategies under various interest rate scenarios and select a strategy to achieve a portfolio's objectives
|
|
2
|
1718
|
March 17, 2020
|
|
Trading - upside & downside capture
|
|
2
|
4201
|
March 17, 2020
|
|
Risk tolerance combination check
|
|
3
|
1479
|
March 15, 2020
|
|
Equity rewardrd factor sensitivity
|
|
4
|
2008
|
March 14, 2020
|
|
Weak - Semi Strong - Strong
|
|
3
|
1524
|
March 13, 2020
|
|
Asset allocation - rebalancing
|
|
3
|
2296
|
March 12, 2020
|
|
Private wealth tax loss harvesting
|
|
6
|
1620
|
March 10, 2020
|
|
Estate Planning Tools
|
|
1
|
1496
|
March 9, 2020
|
|
Fixed Income - future contracts
|
|
8
|
2762
|
March 4, 2020
|
|
Clawback provision
|
|
4
|
1720
|
March 3, 2020
|
|
Macro Attribution - Example 7 - Reading 35 (page 201)
|
|
2
|
2009
|
February 28, 2020
|
|
Convertible bond arbitrage -
|
|
20
|
2316
|
February 25, 2020
|
|
Are puts a cross hedge or complete hedge?
|
|
4
|
1865
|
February 23, 2020
|
|
Human Capital to Financial Capital Graph
|
|
2
|
1846
|
February 22, 2020
|
|
Disclosures in marketing material
|
|
1
|
1779
|
February 22, 2020
|
|
Some GIPS questions
|
|
1
|
2031
|
February 21, 2020
|
|
GIPS EOC Q17 - Long or short period below minimum asset level
|
|
4
|
1986
|
February 20, 2020
|
|
GIPS - portability of past performance
|
|
7
|
2035
|
February 19, 2020
|
|
Portfolio Composite Inclusion Question (GIPS)
|
|
3
|
2114
|
February 19, 2020
|
|
Hedge funds
|
|
2
|
2063
|
February 18, 2020
|
|
Tail risks
|
|
4
|
2946
|
February 17, 2020
|
|
Monetization of a concentrated position
|
|
1
|
1819
|
February 14, 2020
|
|
why the payout amount is reduced by mortality credits?
|
|
9
|
2454
|
February 13, 2020
|
|
trading - capture ratio
|
|
4
|
3474
|
February 13, 2020
|
|
volatility trading
|
|
6
|
3312
|
February 12, 2020
|
|
bonus style fees
|
|
3
|
1601
|
February 11, 2020
|
|
Investment manager selection
|
|
1
|
1655
|
February 10, 2020
|
|
Investment manager selection
|
|
3
|
1500
|
February 10, 2020
|
|
Performanace Evaluation
|
|
2
|
1431
|
February 8, 2020
|
|
HUGE MISTAKES IN SCHWESER NOTES!!
|
|
9
|
3160
|
February 8, 2020
|