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Volumes 6 and 2 ... please tell me it gets better in between

Hey guys,I started with volume 6 and now am halfway through volume 2 and so far………holy f**k that stuff is boring.Between performance attribution, GIPS, taxes and estate planning, I just want to shoot...

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Economics and the twist

Hi,Needed an advice as regards ECONOMICS. Not sure why the entire notation is topsy turvy in Level III. The currency notation here is regarded P/B=D/F and not F/D as we studied in Level II.Guidance...

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Explain how to apply human capital to the construction of a well-diversified...

I thought I had mastered this topic only to waffle when I saw the question below. Im still not sure how to approach such a question in the future though I have looked that the solution a couple times...

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Attention : CFA Level 3 2015 Exam Preparation Materials

Hi everyone!Great day and happy Chinese New year everyone! Just in case,  do you have any exam preparation materials for the upcoming CFA level 3 exam on june?Here’s some of the things that i’m looking...

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RIsk Managemnt Options

Thought i had it down, but the first question in the CFA book is throwing me off.You are bullish about an underlying that is currently trading at a $80. You choose to go long one call option on the...

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Duration of portfolio not equal to duration of liability

This is referring to reading 21, immunization of obligations So when portfolio duration is > liability duration, portfolio is exposed to price risk. -If interest rates increase, reinvested coupon...

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Corner Portfolio

Will we be asked to calculate Corner Portfolio’s expected returns and standard deviations of return?Or the test will only ask the asset-class weights in efficient portfolio via corner portfolio’s...

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practice exaM AND mocks

hey just to get an idea …. how many mocks did u guys attempt for Level II and what were ur scores….. any passing tips pleae 

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Should the IPS always state a specific return requirement??

Should the IPS always state a specific return requirement?? For example the IPS on page 226 Vol 2, says “The LSC Pension Plan’s return objective should focus on real total returns that will fund its...

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R18: example 14 Efficient portfolio weights exhibits

Hello,I have been struggling with the exhibits provided in the material showing the surplus efficient frontier deviations and weights.particularly exhibit 34 on page 245 (example 14)with the x axis...

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AA method - Mean-variance - strengths

One of the strength mentioned in CFA is widely available.Is this true? Can we get the result from excel? Thanks. 

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Foundation - Loss averse tendency?

I know the foundation’s risk tolerence is high becasue of longer time horizon.But will it also has loss averse tendency especially the source of fund is from public? It looks pretty bad if the donors...

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Asset Manager Code vs.Standards of Professional Conduct

Can we say Asset Manager Code is just the highlight for the portfoilio manager from the Standards of Professional Conduct?Thanks.

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Tax Deduction Method - Error on Quicksheet

On the kaplan schweser quicksheet it says the equation for calculating the tax rate using the deduction  method is:Tdeduction = Tresidence +Tsource(1-Tresidence)I think it should beTdeduction = Tsource...

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Solving for portfolio weights

I am having trouble solving the following equation without using trial and error example - 10.2 = 9w + 12.25(1-W).  I get all the concepts but am spending way too much time trying to solve to two...

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is this statement true regarding covered interest rate parity?

Covered Interest rate parity always holds (because its covered)Thanks

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Priority of Transactions - Mutual funds

Does member invest in mutual fund relevant to this standard? I think it’s not because it’s not the direct investment decision-making process?  6(B) Priority of TransactionsInvestment transactions for...

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Third-Party Research

 Just curious, any method mentioned by CFA can justify the third-party research is sound?If the manager purely think the research report recommendation makes senses, does it satisfy the requirement? (I...

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Lecture Videos

Is anyone using the lecture videos to study for Level 3? Would you recommend (or not recommend) any video lectures?

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15 weeks until D-day

Time to kick things in high gear…who else is starting to feel the pressure?

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