This class was created by Brainscape user justin williams. Visit their profile to learn more about the creator.
By:
justin williams
- decks
- flashcards
- learners
Decks in this class (32)
Reading 7: The Behavioral Finance Perspective
Bounded rationality,
Heuristic learning,
Traditional vs behavioural process
11
cards
Reading 8: The Behavioural Biases of Individuals
Cognitive errors,
Cognitive errors belief perspecti...,
Part 2 cognitive errors belief pe...
7
cards
Reading 9: Behavioural Finance & Investment Process
Behavioural types,
Behavioural finance benefits,
Pyramid structure
20
cards
Reading 10: Capital Market Expectations (Part 1)
Long short term data,
Diffusion indices,
Economic forecasting
23
cards
Reading 11: Capital Market Expectations: Part 2
Emerging market current account d...,
Purchasing power parity,
Vcv matrix
13
cards
Reading 12: Overview of Asset Allocation
Strategic asset allocation,
Economic balance sheet,
Dynamic asset allocation
12
cards
Reading 13: Principles of Asset Allocation
Personal residence private company,
Single periods,
Asset class vs factor based alloc...
21
cards
Reading 14: Asset Allocation w/ Real Word Constraints
Taxable portfolios,
Tactical asset allocation effecti...,
Contribution risk pension funds
7
cards
Reading 18: Overview of Fixed-Income Portfolio Management
Leveraged portfolio,
Managing taxable accounts,
Correlation
12
cards
Reading 19: Liability-Driven & Index-Based Strategies
Types of liabilities,
Immunisation,
Model risk
13
cards
Reading 20: Yield Curve Strategies
Active yield curve strategy,
Intermarket carry trades,
Duration neutral strategy
9
cards
Reading 21: Fixed-Income Active Management: Credit
Effective duration,
Credit spreads,
Investment grade bonds
14
cards
Reading 22: Overview of Equity Portfolio MGMT
Stock loans,
Why equities,
Screening
11
cards
Reading 23: Passive Equity Investing
Sample size,
Cash drag,
Security lending
22
cards
Reading 24: Active Equity Investing: Strategies
Fundamental vs quantitative managers,
Activist investors,
Paris trade
21
cards
Reading 25: Active Equity Investing: Portfolio Construction
Active strategy,
Formal risk constraints,
Idiosyncratic risk
17
cards
Reading 26: Hedge Fund Strategies
Managed futures global macro oppo...,
Convertible securities relative v...,
Hedge fund classifications
12
cards
Reading 27: Asset Allocation to Alternative Investments
Risk factor based asset allocation,
Traditional approach,
Mean variance optimisation
18
cards
Reading 28: Overview of Private Wealth Management
Private vs institutional investors,
Personal information,
Financial information
29
cards
Reading 29: Taxes & Private Wealth Management in a Global Context
Taxable accounts,
Types of investors tax effect,
Tax loss harvesting
14
cards
Reading 30: Estate Planning in a Global Context
Deemed disposition,
Probate,
Forced heirship
19
cards
Reading 31: Concentrated Single Asset Position
Prepaid variable forward equivalent,
Monetisation,
Single asset vs diversified portf...
27
cards
Reading 32: Risk Management for Individuals
Life insurance,
Net discount rate,
Human capital volatility
24
cards
Reading 33: Portfolio Management for Insto Investors
Duration,
Db plan objectives,
Characteristics of institutional ...
22
cards
Reading 34: Trade Strategy & Execution
Scheduled algorithms,
Four categories of trade motivation,
Dark pools
16
cards
Reading 35: Portfolio Performance Evaluation
Analysing portfolio returns,
Capture ratio,
Portfolio evaluation
17
cards
Reading 36: Investment Manager Selection
Holdings based style analysis hbs...,
Inefficient assets,
Forming manager universe
15
cards
Reading 37: Institutional Case Study
Cash drag,
Liquidity,
Calendar rebalancing
7
cards
Reading 38: Private Wealth Case Study
Savings buffer,
Human capital financial capital
2
cards
Reading 15: Option Strategies
Gamma,
Covered call,
Protective puts
18
cards
Reading 16: Swaps, Forwards, and Future Strategies
Volatility vs variance swaps,
Cheapest to deliver bond,
Cross currency basis
18
cards
Reading 17: Currency Management: An Introduction
Emerging markets,
Calls puts,
Contract rebalancing
27
cards
More about
cfa level 3
- Class purpose General learning
Learn faster with Brainscape on your web, iPhone, or Android device. Study justin williams's CFA Level 3 flashcards now!
How studying works.
Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.
Add your own flashcards.
Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!
What's Brainscape anyway?
Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.
We use an adaptive study algorithm that is proven to help you learn faster and remember longer....
Looking for something else?
CFA
- 10 decks
- 1,000 flashcards
- 646 learners
Decks:
Quantitative Methods, Equity, Fixed Income, And more!
CFA LEVEL 3 2019
- 26 decks
- 815 flashcards
- 13 learners
Decks:
R35 Execution Of Portfolio Decisions, R26 Intro To Equity Portfolio Management, R27 Passive Equity Investing, And more!
CFA Exam Level 3
- 13 decks
- 802 flashcards
- 2 learners
Decks:
Behavioral Finance, Capital Market Expectations, Asset Allocation, And more!
WSET Level 3
- 22 decks
- 871 flashcards
- 607 learners
Decks:
Winemaking Viticulture, Germany, Spain, And more!
