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CFA LEVEL 3 EBOOK - 3
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CFA LEVEL 3 EBOOK - 3
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,Contents1. Learning Outcome Statements (LOS)
2. Reading 18: Overview of Fixed-Income Portfolio Management
1. Exam Focus
2. Module 18.1: Role of Fixed Income
3. Module 18.2: Modeling Return
4. Module 18.3: Leverage and Tax Issues
5. Key Concepts
6. Answer Key for Module Quizzes
3. Reading 19: Liability-Driven and Index-Based Strategies
1. Exam Focus
2. Module 19.1: LDI, Basics
3. Module 19.2: Managing a Duration Gap
4. Module 19.3: Advanced Strategies
5. Module 19.4: Risks
6. Module 19.5: Index-Based Investing
7. Module 19.6: Introduction: Bullet, Ladder, Barbell
8. Key Concepts
9. Answer Key for Module Quizzes
4. Reading 20: Yield Curve Strategies
1. Exam Focus
2. Module 20.1: Introduction and Strategies for an Unchanged Curve
3. Module 20.2: Strategies for Changing Yield Curves
4. Module 20.3: Adjusting Convexity
5. Module 20.4: Carry Trades
6. Module 20.5: Determining an Optimal Strategy
7. Module 20.6: Using Derivatives to Implement a Yield Curve Strategy
8. Module 20.7: Using Key Rate Durations to Determine Optimal Strategy
9. Module 20.8: Inter-Market Curve Strategies and Conclusion
10. Key Concepts
11. Answer Key for Module Quizzes
5. Reading 21: Fixed-Income Active Management: Credit Strategies
1. Exam Focus
2. Module 21.1: IG vs. HY and Measuring Spread
3. Module 21.2: Top-Down and Bottom-Up
4. Module 21.3: Liquidity, Tail, and International Risks
5. Module 21.4: Structured Instruments
6. Key Concepts
7. Answer Key for Module Quizzes
6. Topic Assessment: Fixed Income
7. Topic Assessment Answers: Fixed Income
8. Reading 22: Overview of Equity Portfolio Management
1. Exam Focus
2. Module 22.1: Equity Investment Roles
3. Module 22.2: Portfolio Income and Costs, Shareholder Engagement,
Passive/Active Management
4. Key Concepts
5. Answer Key for Module Quizzes
, 9. Reading 23: Passive Equity Investing
1. Exam Focus
2. Module 23.1: Benchmarks
3. Module 23.2: Approaches to Passive Investing
4. Module 23.3: Tracking Error, Return, and Risk
5. Key Concepts
6. Answer Key for Module Quizzes
10. Reading 24: Active Equity Investing: Strategies
1. Exam Focus
2. Module 24.1: Fundamental vs. Quantitative Approaches
3. Module 24.2: Types of Active Management Strategies
4. Module 24.3: Other Strategies
5. Module 24.4: Equity Investment Style Classification
6. Key Concepts
7. Answer Key for Module Quizzes
11. Reading 25: Active Equity Investing: Portfolio Construction
1. Exam Focus
2. Module 25.1: Building Blocks of Active Equity Portfolio Construction
3. Module 25.2: Active Share and Active Risk
4. Module 25.3: Allocating the Risk Budget
5. Module 25.4: Implicit Cost-Related Considerations in Portfolio Construction
6. Module 25.5: The Well-Constructed Portfolio
7. Key Concepts
8. Answer Key for Module Quizzes
12. Topic Assessment: Equity
13. Topic Assessment Answers: Equity
14. Formulas
15. Copyright
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