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CFA: Level 1 > Portfolio Management > Flashcards

Portfolio Management Flashcards

1
Q

Portfolio Management: Portfolio Perspective

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2
Q

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
Q

Portfolio Management: Banks

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6
Q

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
Q

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
Q

Portfolio Risk/Return: Risk Aversion - Problem

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26
Q

Portfolio Risk/Return: Portfolio Standard Deviation

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27
Q

Portfolio Risk/Return: Portfolio Standard Deviation - Example

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28
Q

Portfolio Risk/Return: Correlation and Risk Reduction - Graph

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29
Q

Portfolio Risk/Return: Portfolio Risk - Problem

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30
Q

Portfolio Risk/Return: Minimum Variance/Efficient Frontier Graph

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31
Q

Portfolio Risk/Return: Efficient Frontier

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32
Q

Portfolio Risk/Return: Efficient Portfolios - Problems

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33
Q

Portfolio Risk/Return: Capital Allocation Line

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34
Q

Portfolio Risk/Return: Combining Risk-free/Risky Assets

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35
Q

Portfolio Risk/Return: Capital Allocation Line - Indifference Curves

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36
Q

Portfolio Risk/Return: Capital Market Line

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37
Q

Portfolio Risk/Return: Un/Systematic Risk

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38
Q

Portfolio Risk/Return: Diversification/Reduction of Unsystematic Risk

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39
Q

Portfolio Risk/Return: Returns Generating Models - Market Model

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40
Q

Portfolio Risk/Return: Returns Generating Models - Multi-factor Model

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41
Q

Portfolio Risk/Return: Returns Generating Models - Multi-factor Models : Risk Factors

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42
Q

Portfolio Risk/Return: Returns Generating Models - Fama and French 3-factor Model

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43
Q

Portfolio Risk/Return: Calculating Beta - Graph

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44
Q

Portfolio Risk/Return: Calculating Beta - Formulas

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45
Q

Portfolio Risk/Return: Capital Market Theory Assumptions

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46
Q

Portfolio Risk/Return: Capital Asset Pricing Model - SML Equation

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47
Q

Portfolio Risk/Return: CAPM

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48
Q

Portfolio Risk/Return: SML Graph

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49
Q

Portfolio Risk/Return: CAPM Expected Returns Example

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50
Q

Portfolio Risk/Return: CAPM Applications - Graph

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51
Q

Portfolio Risk/Return: CAPM Applications - Jensen’s Alpha & Treynor Measure

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52
Q

Portfolio Risk/Return: Forecast Returns/ CAPM Example

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53
Q

Portfolio Risk/Return: CML vs. the SML

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54
Q

Portfolio Risk/Return: SML Pricing - Problem

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55
Q

Portfolio Planning: IPS

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56
Q

Portfolio Planning: Components of IPS

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57
Q

Portfolio Planning: Investment Objectives

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58
Q

Portfolio Planning: Risk Tolerance

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59
Q

Portfolio Planning: investment Constraints

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60
Q

Portfolio Planning: Strategic Asset Allocation

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61
Q

Portfolio Planning: Strategic Asset Allocation - Example

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62
Q

Portfolio Planning: Portfolio Construction

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CFA: Level 1 (18 decks)

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