Exam (elaborations)
CFA LEVEL 3 EBOOK - 4
- Course
- Institution
CFA LEVEL 3 EBOOK - 4
[Show more]
Seller
Follow
TheLawClinic
Reviews received
Content preview
,Contents1. Learning Outcome Statements
2. Reading 26: Hedge Fund Strategies
1. Exam Focus
2. Module 26.1: Overview of Hedge Fund Strategies
3. Module 26.2: Equity, Event-Driven, and Relative Value Strategies
4. Module 26.3: Opportunistic, Specialist, and Multi-Manager Strategies
5. Module 26.4: Factor Models and Portfolio Impact of Hedge Funds
6. Key Concepts
7. Answer Key for Module Quizzes
3. Reading 27: Asset Allocation to Alternative Investments
1. Exam Focus
2. Module 27.1: Role of Alternative Investments and Defining the Investment
Opportunity Set
3. Module 27.2: Considerations in Allocating to Alternative Investments
4. Module 27.3: Suitability, Approaches, Liquidity, and Monitoring in Allocating to
Alternative Investments
5. Key Concepts
6. Answer Key for Module Quizzes
4. Topic Assessment: Alternative Investments
5. Topic Assessment Answers: Alternative Investments
6. Reading 28: Overview of Private Wealth Management
1. Exam Focus
2. Module 28.1: Investment Concerns of Private Clients and Institutions
3. Module 28.2: Information and Skills Needed When Advising Private Clients
4. Module 28.3: Formulating Client Goals and Evaluating Risk Tolerance
5. Module 28.4: Capital Sufficiency Analysis for Client Goals
6. Module 28.5: Principles of Retirement Planning
7. Module 28.6: The Investment Policy Statement
8. Module 28.7: Portfolio Construction
9. Module 28.8: Portfolio Reporting and Review, and Evaluating an Investment
Program
10. Module 28.9: Ethical and Compliance Considerations, and Private Client
Segments
11. Key Concepts
12. Answer Key for Module Quizzes
7. Reading 29: Taxes and Private Wealth Management in a Global Context
1. Exam Focus
2. Module 29.1: Approaches to Taxation
3. Module 29.2: Accrual and Deferred Capital Gains Taxation
4. Module 29.3: Annual Wealth and Blended Taxation
5. Module 29.4: Tax Location
6. Module 29.5: After-Tax Return and Risk
7. Module 29.6: More Tax Alpha Strategies
8. Key Concepts
9. Answer Key for Module Quizzes
8. Reading 30: Estate Planning in a Global Context
1. Exam Focus
, 2. Module 30.1: Estate Planning
3. Module 30.2: Estimating Core Capital
4. Module 30.3: Gift vs. Bequest
5. Module 30.4: Other Estate Planning Techniques
6. Module 30.5: Residence vs. Source Taxation
7. Key Concepts
8. Answer Key for Module Quizzes
9. Reading 31: Concentrated Single-Asset Positions
1. Exam Focus
2. Module 31.1: Concentrated Single-Asset Positions
3. Module 31.2: Goal-Based and Location
4. Module 31.3: Strategies for Common Stock
5. Module 31.4: Private Businesses and Real Estate
6. Module 31.5: Comprehensive Example
7. Key Concepts
8. Answer Key for Module Quizzes
10. Reading 32: Risk Management for Individuals
1. Exam Focus
2. Module 32.1: Human and Financial Capital
3. Module 32.2: Risks and Insurance
4. Module 32.3: Life Insurance
5. Module 32.4: Annuities
6. Module 32.5: Comprehensive Example and Review
7. Key Concepts
8. Answer Key for Module Quizzes
11. Topic Assessment: Private Wealth Management
12. Topic Assessment Answers: Private Wealth Management
13. Formulas
14. Copyright
, List of Pages
1. vi
2. vii
3. viii
4. ix
5. 1
6. 2
7. 3
8. 4
9. 5
10. 6
11. 7
12. 8
13. 9
14. 10
15. 11
16. 12
17. 13
18. 14
19. 15
20. 16
21. 17
22. 18
23. 19
24. 20
25. 21
26. 22
27. 23
28. 24
29. 25
30. 26
31. 27
32. 28
33. 29
34. 30
35. 31
36. 32
37. 33
38. 34
39. 35
40. 36
41. 37
42. 38
43. 39
44. 40
45. 41
46. 42
47. 43
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller TheLawClinic. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $15.16. You're not tied to anything after your purchase.
Can Stuvia be trusted?
4.6 stars on Google & Trustpilot (+1000 reviews)
77254 documents were sold in the last 30 days
Founded in 2010, the go-to place to buy study notes for 14 years now