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CFA: Level EXAMPLES > Portfolio Management > Flashcards

Portfolio Management Flashcards

1
Q

Portfolio Management: Portfolio Perspective

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2
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Portfolio Management: Pension Plans

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3
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Portfolio Management: Endowments

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4
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Portfolio Management: Insurance Companies

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5
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Portfolio Management: Banks

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6
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Portfolio Management: Other Types of Investors

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7
Q

Portfolio Management: Process

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  1. Planning
  2. Execution
  3. Feedback
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8
Q

Portfolio Management: Planning

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9
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Portfolio Management: Execution

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10
Q

Portfolio Management: Feedback

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11
Q

Portfolio Management: Pooled Investments

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  1. Open-end mutual funds
  2. Closed-end mutual funds
  3. Exchange-Traded Funds (ETFs)
  4. Separately managed accounts (SMAs)
  5. Buyout funds
  6. Venture capital funds
  7. Hedge funds
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12
Q

Portfolio Management: Open-end mutual funds

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13
Q

Portfolio Management: Closed-end mutual funds

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14
Q

Portfolio Management: Types of Mutual Funds

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15
Q

Portfolio Management: ETFs

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16
Q

Portfolio Management: SMAs & Buyout Funds

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17
Q

Portfolio Management: Venture Capital/Hedge Funds

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18
Q

Portfolio Risk/Return: Return Measures - Formulas

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19
Q

Portfolio Risk/Return: Money-Weighted Return - Problem

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20
Q

Portfolio Risk/Return: Return Measures

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21
Q

Portfolio Risk/Return: Return Measures - Problem

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22
Q

Portfolio Risk/Return: Mean, Variance, Covariance, Correlation - Example

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23
Q

Portfolio Risk/Return: Major Asset Classes

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24
Q

Portfolio Risk/Return: Risk Aversion

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25
Portfolio Risk/Return: Risk Aversion - Problem
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Portfolio Risk/Return: Portfolio Standard Deviation
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Portfolio Risk/Return: Portfolio Standard Deviation - Example
28
Portfolio Risk/Return: Correlation and Risk Reduction - Graph
29
Portfolio Risk/Return: Portfolio Risk - Problem
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30
Portfolio Risk/Return: Minimum Variance/Efficient Frontier Graph
31
Portfolio Risk/Return: Efficient Frontier
32
Portfolio Risk/Return: Efficient Portfolios - Problems
33
Portfolio Risk/Return: Capital Allocation Line
34
Portfolio Risk/Return: Combining Risk-free/Risky Assets
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Portfolio Risk/Return: Capital Allocation Line - Indifference Curves
36
Portfolio Risk/Return: Capital Market Line
37
Portfolio Risk/Return: Un/Systematic Risk
38
Portfolio Risk/Return: Diversification/Reduction of Unsystematic Risk
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Portfolio Risk/Return: Returns Generating Models - Market Model
40
Portfolio Risk/Return: Returns Generating Models - Multi-factor Model
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Portfolio Risk/Return: Returns Generating Models - Multi-factor Models : Risk Factors
42
Portfolio Risk/Return: Returns Generating Models - Fama and French 3-factor Model
43
Portfolio Risk/Return: Calculating Beta - Graph
44
Portfolio Risk/Return: Calculating Beta - Formulas
45
Portfolio Risk/Return: Capital Market Theory Assumptions
46
Portfolio Risk/Return: Capital Asset Pricing Model - SML Equation
47
Portfolio Risk/Return: CAPM
48
Portfolio Risk/Return: SML Graph
49
Portfolio Risk/Return: CAPM Expected Returns Example
50
Portfolio Risk/Return: CAPM Applications - Graph
51
Portfolio Risk/Return: CAPM Applications - Jensen's Alpha & Treynor Measure
52
Portfolio Risk/Return: Forecast Returns/ CAPM Example
53
Portfolio Risk/Return: CML vs. the SML
54
Portfolio Risk/Return: SML Pricing - Problem
55
Portfolio Planning: IPS
56
Portfolio Planning: Components of IPS
57
Portfolio Planning: Investment Objectives
58
Portfolio Planning: Risk Tolerance
59
Portfolio Planning: investment Constraints
60
Portfolio Planning: Strategic Asset Allocation
61
Portfolio Planning: Strategic Asset Allocation - Example
62
Portfolio Planning: Portfolio Construction
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CFA: Level EXAMPLES (18 decks)

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