|
Reading 24 Example 7
|
|
3
|
1324
|
July 7, 2023
|
|
Interest Rate Swap to adjust Risk (Modified Duration)
|
|
1
|
1743
|
June 19, 2023
|
|
CCY Forward - Roll Yield
|
|
0
|
1309
|
June 18, 2023
|
|
Portfolio Risk Tolerance
|
|
4
|
1267
|
June 14, 2023
|
|
Performance Fees: Call Option on Active Share
|
|
6
|
2474
|
June 2, 2023
|
|
Reading 26 (Performance) - question 12 in text
|
|
3
|
1212
|
June 2, 2023
|
|
More Sectors In Port Than Bench - Attribution
|
|
4
|
1569
|
June 1, 2023
|
|
Carhart Factor Model: HML
|
|
3
|
2012
|
May 23, 2023
|
|
FVgift in PWM
|
|
3
|
1439
|
April 27, 2023
|
|
PWM Gift Tax compunding question
|
|
2
|
1433
|
April 27, 2023
|
|
PWM Taxation - country level detail
|
|
3
|
1463
|
April 24, 2023
|
|
Tax Deferred Account - After-Tax Wealth
|
|
2
|
1343
|
April 23, 2023
|
|
Risk Factors in Asset Allocation (alternative inv)
|
|
2
|
1434
|
April 23, 2023
|
|
One (1) Standard Deviation as "Volatility" in Portfolio Management (Framing)
|
|
1
|
1438
|
April 18, 2023
|
|
Calculator Shortcut for Inflation-adjusted PV?
|
|
4
|
1893
|
April 10, 2023
|
|
Multi-period time horizon vs single period time horizon
|
|
4
|
3574
|
March 28, 2023
|
|
Beta-Dollar Neutral Portfolio Construction
|
|
1
|
1827
|
February 25, 2023
|
|
Seagull spread - calls or puts for the bull spread?
|
|
3
|
1618
|
February 21, 2023
|
|
Needs Analysis
|
|
4
|
1477
|
February 20, 2023
|
|
Performance Evaluation - EOC Question 12 - Security Selection
|
|
7
|
1515
|
February 19, 2023
|
|
Value - Growth Factor
|
|
3
|
2723
|
February 19, 2023
|
|
Pension Assets and Pension Liabilities: Expected return and discount rate
|
|
1
|
1080
|
January 30, 2023
|
|
Sovereign Wealth Funds: Reserve Funds
|
|
1
|
3013
|
April 9, 2021
|
|
Asset allocation decisions - CFAI Practice Asset Allocation Q59
|
|
3
|
2655
|
January 27, 2023
|
|
Inst. Investors : Banks : Liquidity
|
|
2
|
1134
|
January 25, 2023
|
|
R4 Singer-Terhaar Model Practice Question
|
|
4
|
2669
|
January 24, 2023
|
|
Currency Peg and Interest rates
|
|
1
|
1367
|
January 12, 2023
|
|
Why lower quoted payout to annuitant = higher annuity price
|
|
1
|
1276
|
January 12, 2023
|
|
Structural Inefficiencies as a way to exploit for potential added value
|
|
3
|
2116
|
December 26, 2022
|
|
Investment Fees and Management Fees for the required real rate of return - Institutional IPS
|
|
3
|
1397
|
December 18, 2022
|