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Matheus Prates
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Decks in this class (18)
Section 3 - Fixed Income
Types of liabilities 1,
Zcb immunization advantages 2,
Immunization for 1 liability how ...
26
cards
Section 3 - Equity PM
Functions of equity pm 1,
Client considerations 2,
Esg considerations in equity pm 3
42
cards
Section 2 - R5/R6/R7 - Asset Allocation
Governance structure of asset all...,
6 elements of effective governance 2,
Economic balance sheet structure 3
55
cards
Section 2 - R8 - Option Strategies
Synthetic forward formula 1,
Call payoff formulas 2,
Put payoff formulas 3
30
cards
Section 2 - R9 - Swaps, Fwds and Futures
Interest rate swap types 1,
Interest rate pmt example 6 mo 2,
Number of swap formula 3
22
cards
Section 4 - R19 - Hedge Fund Strategies
Features of hedge funds list 1,
Hedge fund classification criteri...,
Hedge fund categories list 3
22
cards
Section 4 - R20 - Asset Allocation to AIs (HF, PE, Real Assets, MVO)
Functional role of ai list 1,
Hedge funds roles 2,
Real assets roles 3
17
cards
Section 4 - R23 - Risk Management for Individuals
Human capital definition 1,
Finance capital definition 2,
Financial stages fo life list 3
44
cards
Section 4 - R21 - Overview of PWM (Individuals, Size of Clients PB)
Private wealth investment objecti...,
Pb client constraints list 2,
Pb distinctions list 3
35
cards
Section 4 - R22 - Topics in PWM (Tax)
Tax types list 1,
Income tax description 2,
Capital gains tax description 3
41
cards
Section 4 - R23 - Risk Management Individuals (Eco Capital, Retirement)
Human capital definition 1,
Human capital formula 2,
Financial capital definition 3
28
cards
Section 5 - R24 - Portfolio Mgmt for Institutional Investors (Pension Funds, Endowment, Banks)
Institutional investors common ch...,
Investment implementation approac...,
Norway model inv approach describe 3
53
cards
Section 5 - R25 - Trade Strategies (Size, Prices, How to)
Motivations to trade list 1,
Trade input order characteristics...,
Trade input security characterist...
42
cards
Section 5 - R26 - Portfolio Performance Evaluation
Performance measure concept 1,
Performance attribution concept 2,
Performance appraisal concept 3
53
cards
Section 5 - R27 - Investment Manager Selection
Key asspects in manager selection...,
Types of errors in investment man...,
Errors type 1 and type 2 implicat...
27
cards
Section 1 - R1 / R2 - Behavioral Biases
Types of biases list and describe 1,
Cognitive biases list 2,
Emotional biases list 3
41
cards
Section 1 - R3 - Capital Markets Expectations
Subject of the cme topic explain 1,
Cme framework list 2,
Describe good forecasts 3
26
cards
Section 6 - R34 / R35 - Asset Mgr Code & GIPS
Asset manager code definition 1,
Asset manager code goal 2,
Asset manager principles list 3
45
cards
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CFA L3 Matheus
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