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Lucy L
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Decks in this class (31)
Reading 5 The Behavioral Finance Perspective
Rational investors 1,
Efficient market 2,
Behavioral finance definition 3
58
cards
Reading 6 The Behavioral Biases of Individuals
Cognitive errors definition 1,
Emotional biases definition 2,
Two categories of cognitive errors 3
27
cards
Reading 9 Taxes and Private Wealth Management in a Global Context
Why most modern portfolio theory ...,
Three primary categories of taxes 2,
Marginal tax rate definition 3
23
cards
Reading 8 Managing Individual Investor Portfolios
Situational profiling 1,
Source of wealth 2,
Measure of wealth 3
35
cards
Reading 10 Estate Planning in a Global Context
Estate definition 1,
Estate planning 2,
Will testator 3
41
cards
Reading 11 Concentrated Single Asset Positions
Concentrated positions and risks ...,
Three common objectives when mana...,
Constraints to consider when mana...
36
cards
Reading 7 Behavioral Finance and Investment Processes
Barnewall two way model 1,
Bb k five way model 2,
Behavioral investor types 3
25
cards
Reading 13 Managing Institutional Investor Portfolios
Institutional investors 1,
Pension fund plan sponsor definit...,
Cash balance plan 3
88
cards
Reading 12 Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance
Life expectancy 1,
What is human capital 2,
Two basic types of risk for an in...
12
cards
Reading 14 Linking Pension Liabilities to Assets
Asset only and liability relative...,
How to define risk 2,
Value of a liability 3
10
cards
Reading 15 Capital Market Expectations
How increase in short term rates ...,
During wich phase of the business...,
Limitations of economic data 3
101
cards
Reading 16 Equity Market Valuation
Growth accounting 1,
Cobb douglas production function 2,
Tfp 3
19
cards
Reading 17 Asset Allocation
Strategic asset allocation and ta...,
Key economic role of strategic as...,
Strategic asset allocation vs hor...
57
cards
Reading 18 Currency Management: An Introduction
Forward contract 1,
Fx swap transaction 2,
Currency options 3
39
cards
Reading 19 Market Indexes and Benchmarks
Benchmark definition 1,
Market index definition 2,
Distinguishing between a benchmar...
22
cards
Reading 20 Fixed-Income Portfolio Management—Part I
1 decomposing expected return for...,
Four activities in the investment...,
Two types of investor based on in...
50
cards
Reading 21 Relative-Value Methodologies for Global Credit Bond Portfolio Management
Relative value 1,
Classic relative value analysis 2,
Relative value methodologies 3
44
cards
Reading 22 Fixed-Income Portfolio Management—Part II
Combination strategies in fixed i...,
Leverage in fixed income strategi...,
Return and duration of leveraged ...
40
cards
Reading 23 Equity Portfolio Management
Equities as an inflation hedge 1,
Approaches to equity investment 2,
Active return active risk informa...
71
cards
Reading 24 Alternative Investments Portfolio Management
Alternative investment examples 1,
Alternative investments by the pr...,
Due diligence for active manager 3
105
cards
Reading 25 Risk Management
Risk management is 1,
Is it possible to operate a succe...,
If is an annual standard deviatio...
65
cards
Reading 26 Risk Management Applications of Forward and Futures Strategies
General formula for fra payoff 1,
How can a borrower lock in the ra...,
Duration of a bond futures contra...
28
cards
Reading 27 Risk Management Applications of Option Strategies
Call option value at expiration p...,
Put option value at expiration pr...,
Covered call 3
22
cards
Reading 28 Risk Management Applications of Swap Strategies
Economic risk 1,
Four types of swaps 2,
Swaption 3
23
cards
Reading 29 Execution of Portfolio Decisions
Buy side tradres what a portfolio...,
Market microstructure 2,
Main order types 3
51
cards
Reading 30 Monitoring and Rebalancing
The reasons for monitoring and re...,
How often should the review of as...,
Variable prepaid forward 3
29
cards
Reading 31 Evaluating Portfolio Performance
Three questions naturally arise i...,
Performance measurement 2,
The emphasis on income related re...
56
cards
Reading 32 Overview of the Global Investment Performance Standards
Firms that claim to comply with g...,
Tvpi 2,
Dietz formulas 3
7
cards
Ethics
The code of ethics 1,
Standards of professional conduct 2,
I professionalism 3
9
cards
Asset Manager Code of Professional Conduct
The ethical responsibilities rela...
1
cards
Questions to Review
Implementation shortfall 1,
Vwap 2,
Buy and hold strategy 3
23
cards
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Lucy's CFA Level 3 Notes
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