Learn Asset Allocation

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  • PCT
    PCT

    PCT

    By: Jayde Rose
    1. FUNDAMENTALS, 2. PRINCIPLE ASSET CLASSES, 3. COLLECTIVE INVESTMENT SCHEMES...
    11
    Decks
    454
    Flashcards
    4
    Learners
  • Investment
    Investment

    Investment

    By: Mengzhen Liu
    Capital Allocation( one risky, one risk- free), Asset Allocation(two risky), Security Selection...
    5
    Decks
    79
    Flashcards
    11
    Learners
  • CFA Level III
    CFA Level III

    CFA Level III

    By: William Harrison
    Fixed Income, Derivatives, Behavioral Finance...
    12
    Decks
    202
    Flashcards
    1
    Learner
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: sri I
    Fixed Income Portfolio Management, Asset Allocation, Capital Market Expectations...
    5
    Decks
    120
    Flashcards
    13
    Learners
  • CAIA L2 main topics
    CAIA L2 main topics

    CAIA L2 main topics

    By: Nikolai K
    Hedge Funds, Structured Products, Commodities...
    6
    Decks
    103
    Flashcards
    6
    Learners
  • FIN206 INV MGMT
    FIN206 INV MGMT

    FIN206 INV MGMT

    By: Elli Izō
    T3 Asset Allocation, T4 Managing an Equity Portfolio, T5 Managing a Fixed Income Portfolio...
    8
    Decks
    168
    Flashcards
    1
    Learner
  • Investments
    Investments

    Investments

    By: federico gonnella
    1. Financial Assets, 3 - Risky and Risk-free asset allocation, 4. Markowitz...
    6
    Decks
    343
    Flashcards
    1
    Learner
  • CAIA Level 2
    CAIA Level 2

    CAIA Level 2

    By: James Brewer
    Emerging Topics, Emerging topics 1.8 - An Introduction To Portfolio Rebalancing Strategies, 2.1 - Professionalism and fiduciary responsibilities...
    43
    Decks
    740
    Flashcards
    5
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  • Investing
    Investing

    Investing

    By: Sridhar Thakkalapally
    CFP - Formulas, Introduction to Stocks, Fixed-Income Securities...
    32
    Decks
    522
    Flashcards
    3
    Learners
  • Alternatives
    Alternatives

    Alternatives

    By: Hà Lê
    Hedge Fund strategies, Asset Allocation to alternatives assets
    2
    Decks
    93
    Flashcards
    1
    Learner
  • SB CFA
    SB CFA

    SB CFA

    By: Si Bur
    Capital Market Expectations 1, Capital Market Expectations 2, Overview of Asset Allocation...
    5
    Decks
    84
    Flashcards
    1
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  • Investment Analysis Part 2
    Investment Analysis Part 2

    Investment Analysis Part 2

    By: Johann Pacla
    Risk Aversion and Asset Allocation, Portfolios, Optimal Risky Portfolio...
    5
    Decks
    86
    Flashcards
    11
    Learners
  • CFA
    CFA

    CFA

    By: Radhika Narang
    Reading 2, L3 Reading 3, Reading 1...
    21
    Decks
    849
    Flashcards
    1
    Learner
  • RSM336 Investments
    RSM336 Investments

    RSM336 Investments

    By: Jack Hilditch
    Week 1 - Introduction to Investments, Financial Instruments, Recent Trends, Week 2 - Trading, Buying on Margin, Shortsales, Week 3 - Mutual Funds and ETFs...
    9
    Decks
    255
    Flashcards
    3
    Learners
  • CFA 3 2019
    CFA 3 2019

    CFA 3 2019

    By: Rogério Castanho Gonçalves
    Ethical and Professional Standards, Behaviour Finance, Private Wealth Mgt (1)...
    14
    Decks
    225
    Flashcards
    3
    Learners
  • CFA Level III
    CFA Level III

    CFA Level III

    By: Laura Wolfe
    BIG REVIEW, Behavioral Finance, Private Wealth Management...
    12
    Decks
    412
    Flashcards
    1
    Learner
  • Investment Management Techniques
    Investment Management Techniques

    Investment Management Techniques

    By: Sharon Da
    Chapter 3 - Asset Allocation and Investment Strategy - 8%, Chapter 17 - Portfolio Monitoring and Performance Evaluation - 6%, Chapter 1 - Investment Management Process - 5%...
    17
    Decks
    374
    Flashcards
    205
    Learners
  • CFP
    CFP

    CFP

    By: Jeff Pratt
    General Financial Planning Principles, Professional Conduct, and Regulation., Psychology Of Financial Planning Psychology of financial planning, Formulas & Calculations...
    17
    Decks
    695
    Flashcards
    4
    Learners
  • Investments
    Investments

    Investments

    By: Susanna Pinto
    Equities, Fixed Income, Pooled Investments...
    17
    Decks
    334
    Flashcards
    2
    Learners
  • CFP 3 - Investment Planning
    CFP 3 - Investment Planning

    CFP 3 - Investment Planning

    By: Mike Hcolluccm
    103-1 Cash And Equivalents, 103-10 Asset Allocation, Portfolio Dev, Investment Strategies, 103-9 Stock Valuation Concepts...
    10
    Decks
    288
    Flashcards
    8
    Learners
  • FINA 411: Portfolio Management
    FINA 411: Portfolio Management

    FINA 411: Portfolio Management

    By: Cesar A. Contla
    class 1: intro, chapter 22: Portfolio Management techniques, Class 2: Alternative Investments...
    13
    Decks
    388
    Flashcards
    6
    Learners
  • WME
    WME

    WME

    By: Mathieu Gouraud
    CH 5 - Residential Mortgages, CH 8 - Understanding Tax Returns, Ch 10 Retirement Savings Plans...
    16
    Decks
    364
    Flashcards
    31
    Learners
  • FINC3017 - IPM FINAL
    FINC3017 - IPM FINAL

    FINC3017 - IPM FINAL

    By: caitlin douglas
    TOPIC 1 - INVESTMENT DECISIONS & UNCERTAINTY, TOPIC 2 - INVESTMENT VEHICLES, TOPIC 3 - RISK AND RETURN...
    12
    Decks
    613
    Flashcards
    3
    Learners
  • Asset aloocantion
    Asset aloocantion

    Asset aloocantion

    By: Jannis Rehp
    Asset allocation, Strategic asset allocation, SAA: the investment universe...
    9
    Decks
    117
    Flashcards
    2
    Learners
  • ADMS 4501 Final Exam
    ADMS 4501 Final Exam

    ADMS 4501 Final Exam

    By: Amar Sangar
    Lecture 6 - Hedge Funds, Lecture 7 - ETFs, Lecture 8 - Other Alternative Investments...
    6
    Decks
    102
    Flashcards
    2
    Learners
  • Finance
    Finance

    Finance

    By: Josh Ong
    General, The Bitcoin Standard, Asset Allocation...
    6
    Decks
    135
    Flashcards
    1
    Learner
  • FRM
    FRM

    FRM

    By: Josh Edward
    Educational Organisations in their Environment, Resources and their Use, Allocation of Public Finance to Education...
    8
    Decks
    142
    Flashcards
    5
    Learners
  • CMA Part 1
    CMA Part 1

    CMA Part 1

    By: Daniel Couri
    Special Cards, Chapter 1 - External Financial Statements and Revenue Recognition, Chapter 2 - Investments and Short Term Assets...
    17
    Decks
    250
    Flashcards
    34
    Learners
  • FINM3008
    FINM3008

    FINM3008

    By: Dana Wang
    Portfolio management process and agency problems (Week 1), 2. Types of investors and their objectives (Week 2), Formation of asset allocation inputs (Week 4)...
    15
    Decks
    1,024
    Flashcards
    2
    Learners
  • CFA 3 2019 FAST
    CFA 3 2019 FAST

    CFA 3 2019 FAST

    By: Rogério Castanho Gonçalves
    Behaviour Finance, Private Wealth Mgt (1), Private Wealth Mgt (2)...
    12
    Decks
    170
    Flashcards
    2
    Learners

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