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Matheus Prates
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Decks in this class (18)
Section 3 - Fixed Income
Types of liabilities,
Zcb immunization advantages,
Immunization for 1 liability how ...
26
cards
Section 3 - Equity PM
Functions of equity pm,
Client considerations,
Esg considerations in equity pm
42
cards
Section 2 - R5/R6/R7 - Asset Allocation
Governance structure of asset all...,
Six elements of effective governance,
Economic balance sheet structure
55
cards
Section 2 - R8 - Option Strategies
Synthetic forward,
Call payoff,
Put payoff formulas
30
cards
Section 2 - R9 - Swaps, Fwds and Futures
Interest rate swap concept,
Interest rate pmt example 6 mo,
Number of swap formula
22
cards
Section 4 - R19 - Hedge Fund Strategies
Features of hedge funds list,
Hedge fund classification criteri...,
Hedge fund categories list
22
cards
Section 4 - R20 - Asset Allocation to AIs (HF, PE, Real Assets, MVO)
Functional role of ai list,
Hedge funds roles,
Real assets roles
17
cards
Section 4 - R23 - Risk Management for Individuals
Human capital definition,
Finance capital definition,
Financial stages fo life list
44
cards
Section 4 - R21 - Overview of PWM (Individuals, Size of Clients PB)
Private wealth investment objecti...,
Pb client constraints,
Pb distinctions list
35
cards
Section 4 - R22 - Topics in PWM (Tax)
Tax types list,
Income tax description,
Capital gains tax description
41
cards
Section 4 - R23 - Risk Management Individuals (Eco Capital, Retirement)
Human capital definition,
Human capital formula,
Financial capital definition
28
cards
Section 5 - R24 - Portfolio Mgmt for Institutional Investors (Pension Funds, Endowment, Banks)
Institutional investors common ch...,
Implementation approaches,
Norway model inv approach describe
53
cards
Section 5 - R25 - Trade Strategies (Size, Prices, How to)
Motivations to trade list,
Order,
Trade input security characterist...
42
cards
Section 5 - R26 - Portfolio Performance Evaluation
Performance measure concept,
Perforamcne,
Performance appraisal concept
53
cards
Section 5 - R27 - Investment Manager Selection
Key asspects in manager selection...,
Types of errors in investment man...,
Errors type 1 and type 2 implicat...
27
cards
Section 1 - R1 / R2 - Behavioral Biases
Types of biases list and describe,
Cognitive biases list,
Emotional biases list
41
cards
Section 1 - R3 - Capital Markets Expectations
Subject of the cme topic explain,
Cme framework list,
Describe good forecasts
26
cards
Section 6 - R34 / R35 - Asset Mgr Code & GIPS
Asset manager code definition,
Asset manager code goal,
Asset manager code list
45
cards
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CFA L3 Matheus
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