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Triam Zubeldia
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Decks in this class (36)
Ethics
Code of ethics and standards of p...,
Professional conduct program,
Conduct inquiries may originate from
16
cards
R4: Professionalism in the Investment Industry
Professionalism in the investment...,
Profession,
Driving forces of a new profession
7
cards
R5: Asset Manager Code of Professional Conduct
The ethical responsibilities rela...,
Asset manager code,
Goal of asset manager code
5
cards
R6: Overview of the Global Investment Performance Standards
Overview of the global investment...,
Benefit to investors of gips,
Benefit to investment management ...
49
cards
R7: The Behavioral Finance Perspective
Behavioral finance perspective,
Normative vs descriptive,
Grounding of traditional finance
36
cards
R8: The Behavioral Biases of Individuals
The behavioral biases of individu...,
Cognitive errors,
Emotional biases
61
cards
R9: Behavioral Finance and Investment Processes
Bbehavioral finance and investmen...,
Personality types,
Barnewall two way model
35
cards
R10: Capital Market Expectations I
Capital market expectations part ...,
Cme framework,
High quality forecasts
44
cards
R11: Capital Market Expectations II
0
cards
R12: Overview of Asset Allocation
Overview of asset,
Investment governance,
Investment performance depends on
50
cards
R13: Principles of Asset Allocation
Principles of asset allocation,
Mean variance optimization,
Objective function
65
cards
R14: Asset Allocation with Real-World Constraints
Learning outcomes,
Asset suze,
Economies and diseconomies of scale
26
cards
R15: Options Strategies
Options strategies learning outcomes,
Position equivalencies,
Synthetic forward position long
3
cards
R16: Swaps, Forwards, and Futures Strategies
0
cards
R17: Currency Management: An Introduction
Fx review,
Domestic currency return on a por...,
Capital market expectations to op...
43
cards
R18: Overview of Fixed-Income Portfolio Management
Overview of fi,
Describe how fixed income mandate...,
Describe how fixed income mandate...
29
cards
R19: Liability-Driven and Index-Based Strategies
Liability driven and index based ...,
Classification of liabilities,
Inmunization single liability
40
cards
R20: Yield Curve Strategies
Yield curve strategies learning o...,
What are active yield curve strat...,
Forms of the yield curve
53
cards
R21: Fixed-Income Active Management: Credit Strategies
Fi active management credit strat...,
Ig hy risk considerations,
Credit risk
51
cards
R22: Overview of Equity Portfolio Management
Overview of equity portfolio mana...,
Introduction to equity pm why equity,
Equity capital appreciation
21
cards
R23: Passive Equity Investing
What is indexing,
Passive investing,
Indexing
28
cards
R24: Active Equity Investing: Strategies
Active equity investing strategies,
Findamental active equity investi...,
Quantitative
46
cards
R25: Active Equity Investing: Portfolio Construction
Active equity investing portfolio...,
An active manager will generate p...,
Active return
38
cards
R26: Hedge Fund Strategies
Hedge fund strategies learning ou...,
Hedge fund strategies,
Hedge fund strategies by category
43
cards
R27: Asset Allocation to Alternative Investments
Asset allocation to alternative i...,
Roles in a multi assept portfolio,
Role of pe
59
cards
R28: Overview of Private Wealth Management
Overview of private wealth manage...,
Private client ivnestment concerns,
Private client investment concern...
52
cards
R29: Taxes and Private Wealth Management in a Global Context
Taxes and private wealth manageme...,
Tax structures,
Major tax categories
37
cards
R30: Estate Planning in a Global Context
Estate definition,
Estate planning,
Will testator
52
cards
R31: Concentrated Single Asset Positions
Single asset,
Concentrated positions and risks ...,
Systematic risk
48
cards
R32: Risk Management for Individuals
Human capital,
Financial capital,
Net worth wealth
33
cards
R33: Portfolio Management for Institutional Investors
Pm for institutional investors,
Intitutional investors scale,
Intitutional investors long term ...
72
cards
R34: Trade Strategy and Execution
Motivations to trade,
Motivations to trade profit seeking,
Motivations to trade risk management
41
cards
R35: Portfolio Performance Evaluation
Benchmarking real estate,
Interpreting appraisal,
Impact of benchmark misspecification
40
cards
R36: Investment Manager Selection
Investment manager selection lear...,
Describe the components of a mana...,
Universe
29
cards
Q-bank
Not a financial asset car pv of h...,
Trading that is client driven is ...,
Ips when return target in real terms
41
cards
Formula Sheet
Taylor rule in terms of the real ...,
Taxable gifts,
Basis point value aka present val...
91
cards
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cfa level 3 (2020)
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