Case Study in Portfolio Management: Institutional (2024 Level III CFA® - Reading 14)
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- čas přidán 16. 01. 2024
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Topic 6 - Cases in Portfolio Management and Risk Management
Reading 14 - Case Study in Portfolio Management: Institutional
- LOS : Discuss tools for managing portfolio liquidity risk.
- LOS : Discuss capture of the illiquidity premium as an investment objective.
- LOS : Demonstrate the application of the Code of Ethics and Standards of Professional Conduct regarding the actions of individuals involved in manager selection.
- LOS : Analyze the costs and benefits of derivatives versus cash market techniques for establishing or modifying asset class or risk exposures.
- LOS : Demonstrate the use of derivatives overlays in tactical asset allocation and rebalancing.
- LOS : Discuss ESG considerations in managing long-term institutional portfolios.
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