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CFA LEVEL 3 EBOOK - 5
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CFA LEVEL 3 EBOOK - 5
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,Contents1. Learning Outcome Statements (LOS)
2. Reading 33: Portfolio Management for Institutional Investors
1. Exam Focus
2. Module 33.1: Overview of Institutional Investors
3. Module 33.2: Pension Funds
4. Module 33.3: Sovereign Wealth Funds
5. Module 33.4: University Endowments and Private Foundations
6. Module 33.5: Banks and Insurers
7. Key Concepts
8. Answer Key for Module Quizzes
3. Reading 34: Trade Strategy and Execution
1. Exam Focus
2. Module 34.1: Trade Motivations
3. Module 34.2: Reference Price Benchmarks for Trade Execution
4. Module 34.3: Trade Execution and Strategy Implementation
5. Module 34.4: Trade Cost Measurement
6. Module 34.5: Evaluating Trade Execution
7. Key Concepts
8. Answer Key for Module Quizzes
4. Reading 35: Portfolio Performance Evaluation
1. Exam Focus
2. Module 35.1: Performance Evaluation
3. Module 35.2: Approaches to Return Attribution
4. Module 35.3: Benchmarking Investments and Managers
5. Module 35.4: Performance Appraisal
6. Key Concepts
7. Answer Key for Module Quizzes
5. Reading 36: Investment Manager Selection
1. Exam Focus
2. Module 36.1: Manager Selection Process
3. Module 36.2: Approaches to Manager Analysis
4. Module 36.3: Evaluating Managers
5. Module 36.4: Manager Contracts and Fees
6. Key Concepts
7. Answer Key for Module Quizzes
6. Reading 37: Case Study in Portfolio Management: Institutional
1. Exam Focus
2. Module 37.1: Managing Liquidity Risk
3. Module 37.2: Addressing Liquidity Needs
4. Module 37.3: Modifying Asset Allocation
5. Key Concepts
6. Answer Key for Module Quizzes
7. Reading 38: Case Study in Risk Management: Private Wealth
1. Exam Focus
2. Module 38.1: Early Career Stage
3. Module 38.2: Career Development Stage
4. Module 38.3: Peak Accumulation Stage
, 5. Module 38.4: Early Retirement Stage
6. Key Concepts
7. Answer Key for Module Quizzes
8. Topic Assessment: Institutional Investors; Trading, Performance Evaluation, and
Manager Selection; and Case Studies
9. Topic Assessment Answers: Institutional Investors; Trading, Performance Evaluation,
and Manager Selection; and Case Studies
10. Formulas
11. Copyright
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