CAIA Level II

10 个单元 · 46 个章节

免费 CAIA Level II 学习笔记，适合 CAIA 学生。每个章节都覆盖一个重点主题，并附例题与可延伸到 thinka app 的练习提示。

Emerging Topics

Digital Assets: Bitcoin, Web 3.0, and DeFi
Private Equity: Value Creation in Private Equity, and Forecasting Returns
Portfolio Management: Rebalancing Illiquid Portfolios, Managing Liquidity for Capital Calls, and Assessing Long Term Performance

CAIA Ethical Principles

Ethics
Professionalism and Fiduciary Responsibilities

Institutional Asset Owners

Types of Asset Owners and the IPS
Foundations and the Endowment Model
Pension Fund Portfolio Management
Sovereign Wealth Funds
Family Offices and the Family Office Model

Asset Allocation

Asset Allocation Processes and MVO
Other Asset Allocation Approaches
Total Portfolio Approach
Active Management
Rebalancing Strategies

Risk and Risk Management

Risk Measurement
Risk Management, and Risk Systems
Benchmarking and Performance Attribution
Applied Benchmarking
Hedging Portfolios
Liquidity and Funding Risks

Methods and Models

Modeling Overview and Fixed Income Models
Valuation and Hedging Using Binomial Trees
Multi-Factor Equity Pricing Models
Multivariate Empirical Methods and Performance Persistence
Directional Strategies and Methods
Relative Value Methods
Valuation Methods for Private Assets: The Case of Real Estate

Accessing Alternative Investments

Access to Real Assets
Diversified Access to Hedge Funds
Hedge Fund Replication
The Risk and Performance of Private and Listed Assets

Due Diligence & Selecting Managers

Due Diligence of Terms and Business Activities
Investment Process Due Diligence
Operational Due Diligence
Selection of a Fund Manager
Cases in Tail Risk

Volatility and Complex Strategies

Volatility as a Factor Exposure
Volatility, Correlation, and Dispersion Products and Strategies
Complexity and Structured Products
Cryptocurrency Investing and Trading
Complexity and the Case of Cross-Border Real Estate Investing

Universal Investment Considerations

Global Regulation
Geopolitics
Sustainability and Alternative Investments
Sustainability Analysis and Application

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