Who's Going to LevelUp Bootcamp?
Anybody going in the next few weeks? I’ll be in Boston.I’ve read the reviews, sounds like Marc does an excellent job. Any first had reviews?Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like
View ArticleCap risk with floating sec in Fixed income ????
Can somebody explain Cap risk in Fixed income?Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like
View ArticleContingent Immunization
A portfolio manager has decided to pursue a contingent immunization strategy over a three-year time horizon. She just purchased at par $84 million worth of 9.2% semi-annual coupon, 10-year bonds....
View ArticleBusiness Card
Which do you prefer?First Last, CFA, CAIA; orFirst Last, CAIA, CFATweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like
View ArticleLiquidity requirement
Reading 8, Managing Individual Investor Portfolios. EOC Question 13B ii) Essentially, we’ve determined that the Maclin Family need £26k per year from their investment portfolio to top up their living...
View ArticleFI - Pg 122 - Bond Call Options - 2nd paragraph
For interest rate call otions the Delta is positive so the duration is positive for it. It says when the interest rates decline the value of call option will increase.Why is this? I would think if the...
View ArticleMocks Before 2012
Anyone have a link where you can find CFA exams earlier than 2012? I know some of the questions are outdated I am just looking for more practice with individual and Institutional IPS. ThanksTweet...
View ArticleEvening mock (Item sets) 2014- by CFAI - For Practice
Can anyone please provide PDF link or upload evening -mocks 2014 (Item set questions) by CFAI.Thanks!HarihariTweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like
View ArticleLATE Supplementary Material Selection - best value for time and money
Hi guys,I’ve been studying from CFAI and now thinking about what additional materials for this last stretch.Obviously, I was going to focus on mocks, specifically I wanted to go:-Kaplan - 3 full mocks...
View ArticleHedged returns vs un-hedged returns
domestic currency Interest rates + Local market returns - foreign currency interest rates. Will this represent hedge returns or un-hedge returns? Tweet WidgetGoogle Plus OneLinkedin Share...
View ArticleSpecificity of RR calculations in Individual Investor Portoflio
Curious as to how specific they are on the exams with regards to Return requirement calculations. In EOC Q1 (Page 202) Volume 2, the individual meets their annual expenses(132500) with a combination...
View ArticleMeasured importance
What does measured importance mean? It is used in a sentence from CFAI RR17, ’ effects of the following on the measured importance…’Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like
View ArticleLong study day - little confused - General CFs and Immunization - FI
Pg 46 in the text. — FIWhen immunizing portfoilio with cash inflows RATHER then the entire amount available at the beginning. Liability obligation in 2 years. Half the CFs available now to pay that...
View ArticleCFAI Reading 25 EOC Question #21
CFAI Reading 25 EOC Question #21In this question, the currency forward contract, the answer says that the London Security House is bearing the credit risk in this case as they are the one owed(or paid)...
View Articlearbuckell alternate investments
#2Why are alternative investments not equally complex for both private wealth investors and institutional investors?#3Also, why is second stage better than third stage?Tweet WidgetGoogle Plus...
View ArticleRetail Investment Policy Statements
I havent went thru everything yet. What Book and section pertains to Retail IPS?I’ve only went thru individual IPS - reading 4(Book 2). Noticed Institutions IPS shows up later in Book 2. Where’s...
View ArticleCredit spread call - please explain this solution
Bales’ research indicates that not only can credit derivates be used to protect FI’s fixed income portfolios from certain types of risks, but they can also be employed to lower the firm’s borrowing...
View ArticleEstate Planning - Relative Value Formulas
Are we expected to memorize these formulas for the exam? (i.e., relative value of a taxable gift, realtive value of a charitable gift, etc.)Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like
View Articlerisk reversal and collar
there is confusion..core cfa books define risk reversal as short callar but some other third party books define both as same..can anybody. help with thisTweet WidgetGoogle Plus OneLinkedin Share...
View ArticleCFAI 2008 - Portfolio management - Individual
Was looking at the CFAI institute 2008 exam with regards to Portfolio Management – Individual. Question has to do with liquidity constraints. Given that there’s a mortgage down payment required now...
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