2022 CFA Level III SchweserNotes Book 5 Trading Performance Evaluation Manager Selection Case Studies and Ethical and Professional Standards 1st Edition by Kaplan Schweser ISBN 9781078818131 1078818134

2022 CFA Level III SchweserNotes Book 5 Trading Performance Evaluation Manager Selection Case Studies and Ethical and Professional Standards 1st Edition by Kaplan Schweser – Ebook PDF Instant Download/Delivery: 9781078818131 ,1078818134
Full download 2022 CFA Level III SchweserNotes Book 5 Trading Performance Evaluation Manager Selection Case Studies and Ethical and Professional Standards 1st Edition after payment

Product details:
ISBN 10: 1078818134
ISBN 13: 9781078818131
Author: Kaplan Schweser

2022 CFA Level III SchweserNotes Book 5 Trading Performance Evaluation Manager Selection Case Studies and Ethical and Professional Standards 1st Edition Table of contents:

Part 1: Trading Performance Evaluation

• Chapter 1: Introduction to Performance Evaluation

  • Key Concepts in Performance Measurement

  • Performance Attribution and its Importance

  • Risk-adjusted Performance Metrics

• Chapter 2: Performance Evaluation Methods

  • Time-weighted vs. Money-weighted Returns

  • The Use of Benchmarks in Performance Evaluation

  • Sharpe Ratio, Treynor Ratio, and Information Ratio

  • Alpha and Beta Analysis

• Chapter 3: Performance Attribution Techniques

  • Return Attribution Models

  • Sector and Style Attribution

  • Calculation of Active Return and Excess Return

• Chapter 4: Performance Evaluation in Practice

  • Evaluating Active and Passive Management Strategies

  • Performance Attribution in Multi-Asset Class Portfolios

  • Using Risk Factors in Performance Evaluation

Part 2: Manager Selection

• Chapter 5: Introduction to Manager Selection

  • Criteria for Selecting Investment Managers

  • Evaluating Manager Styles and Objectives

  • Qualitative and Quantitative Aspects of Manager Selection

• Chapter 6: Risk and Return Analysis in Manager Selection

  • Risk-adjusted Returns in Manager Selection

  • Historical Performance and Forecasting

  • The Role of Alpha and Beta in Manager Evaluation

• Chapter 7: Evaluating Alternative Investment Strategies

  • Hedge Funds, Private Equity, and Real Assets

  • Comparing Active vs. Passive Strategies

  • The Use of Derivatives in Investment Management

Part 3: Case Studies

• Chapter 8: Portfolio Management Case Study 1

  • Overview and Problem Identification

  • Key Concepts Applied to Case Study

  • Solution and Discussion

• Chapter 9: Portfolio Management Case Study 2

  • Overview and Problem Identification

  • Key Concepts Applied to Case Study

  • Solution and Discussion

• Chapter 10: Performance Attribution Case Study

  • Case Study on Evaluating Portfolio Performance

  • Attribution Analysis and Its Application

  • Solution and Discussion

• Chapter 11: Manager Selection Case Study

  • Case Study on Selecting the Right Manager

  • Qualitative and Quantitative Evaluation

  • Solution and Discussion

Part 4: Ethical and Professional Standards

• Chapter 12: Ethical and Professional Standards Overview

  • Ethical Principles in Investment Management

  • The CFA Institute Code of Ethics and Standards of Professional Conduct

  • The Role of Ethics in Portfolio Management

• Chapter 13: Ethical Decision Making in Practice

  • Conflicts of Interest and Their Management

  • Case Study: Ethical Dilemmas in Investment Management

  • The Importance of Integrity and Objectivity

• Chapter 14: The Global Investment Performance Standards (GIPS)

  • Overview and Importance of GIPS

  • The GIPS Compliance Process

  • Understanding GIPS Standards and Guidelines

• Chapter 15: The CFA Institute Code of Ethics

  • Detailed Examination of the CFA Institute’s Ethical Guidelines

  • Application of Ethical Standards in Real-World Scenarios

  •  

People also search for 2022 CFA Level III SchweserNotes Book 5 Trading Performance Evaluation Manager Selection Case Studies and Ethical and Professional Standards 1st Edition:

uworld cfa level 2
    
schweser cfa level 2 2023 pdf free download
    
cfa level iii schweser
    
schweser cfa level 2 2023 pdf
    
schweser notes cfa level 1 2023 pdf

Tags: Kaplan Schweser, 2022 CFA Level III, SchweserNotes, Performance Evaluation Manager