CFA Level III
8个单元 · 50个章节
免费的CFA Level III学习笔记，专为CFA学生准备。下列每个章节都涵盖一个重点主题，附有例题与练习提示，可在 thinka 应用中延伸练习。
Asset Allocation
Capital Market Expectations, Part 1: Framework and Macro Considerations
Capital Market Expectations, Part 2: Forecasting Asset Class Returns
Overview of Asset Allocation
Principles of Asset Allocation
Asset Allocation with Real-World Constraints
Portfolio Construction
Overview of Equity Portfolio Management
Overview of Fixed-Income Portfolio Management
Asset Allocation to Alternative Investments
An Overview of Private Wealth Management
Portfolio Management for Institutional Investors
Trading Costs and Electronic Markets
Case Study in Portfolio Management: Institutional (SWF)
Performance Measurement
Portfolio Performance Evaluation
Investment Manager Selection
Overview of the Global Investment Performance Standards
Derivatives and Risk Management
Options Strategies
Swaps, Forwards, and Futures Strategies
Currency Management: An Introduction
Ethical and Professional Standards
Code of Ethics and Standards of Professional Conduct
Guidance for Standard I: Professionalism
Guidance for Standard II: Integrity of Capital Markets
Guidance for Standard III: Duties to Clients
Guidance for Standard IV: Duties to Employers
Guidance for Standard V: Investment Analysis, Recommendations, and Actions
Guidance for Standard VI: Conflicts of Interest
Guidance for Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate
Application of the Code and Standards: Level III
Asset Manager Code of Professional Conduct
Pathway: Portfolio Management
Index-Based Equity Strategies
Active Equity Investing: Strategies
Active Equity Investing: Portfolio Construction
Liability-Driven and Index-Based Strategies
Yield Curve Strategies
Fixed-Income Active Management: Credit Strategies
Trade Strategy and Execution
Case Study in Portfolio Management: Institutional (Endowment)
Pathway: Private Wealth
The Private Wealth Management Industry
Working With the Wealthy
Wealth Planning
Investment Planning
Preserving the Wealth
Advising the Wealthy
Transferring the Wealth
Pathway: Private Markets
Private Investments and Structures
General Partner and Investor Perspectives and the Investment Process
Private Equity
Private Debt
Private Special Situations
Private Real Estate Investments
Infrastructure
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