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CFA IMC UNIT 2 notes

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Detailed summary of CFA IMC Unit 2, This document will offer a shortened version of the entire syllabus and helps with revision by simplifying concepts.

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  • October 6, 2024
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Summary Notes IMC Unit 2

Summary Notes IMC Unit 2................................................................................................... 1
● Topic Wise Summary...................................................................................................... 2
1. Quantitative Methods..................................................................................................... 5
2. Micro-Economics............................................................................................................9
3. Macro-Economics.........................................................................................................12
4. Accounting....................................................................................................................17




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5. Equity........................................................................................................................... 24
6. Fixed Income................................................................................................................29
7. Derivatives....................................................................................................................36




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8. Alternative Investments and Private Markets............................................................... 43
9. Portfolio Management.................................................................................................. 50
10. Investment Products...................................................................................................60
11. Investment Performance Measurement..................................................................... 66
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12. Appendix.................................................................................................................... 70
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, ● Topic Wise Summary

Topic Subtopic Content

Quantitative Methods Sources of Data

Summary Data

Correlation and Bivariate Linear
Regression

Index Numbers

Simple and Compound Interest




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The time value of money - present
and future value calculations,
annuities, perpetuities and




ba
mortgages

The internal rate of return and net
present value

Micro-Economics Introduction to microeconomics
m
Analysing demand and supply

Analysing costs and profitability
Ka
Analysing the Competitive
Environment

Macro-Economics Introduction to Macro-Economics

Analysing the Outlook for GDP
m


Growth

Analysing Economic Policy
ha



Analysing Exchange Rates

Accounting Fundamental Percepts

The Balance Sheet
So




The Accounting treatment of
financial instruments

The income statement and
statement of changes in equity

The Cash Flow Statement

Group Account

Major Accounting Ratios

Equity Equity Capital - Characteristics

Equity - Issuance and Capital
Return




2

, Equity - Valuation

Equity - Alternative Valuation
Metrics

Fixed Income Cash and Cash Equivalents

Fixed-income securities -
Characteristics

Fixed-income securities - risk and
return

Fixed-income securities - yield and
the yield curve




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Derivatives Derivatives

Selling short, stock lending and
contract for differences (Swaps)




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Convertibles and Warrants

Alternative Investments and Alternative investments, private
Private Markets markets and portfolio

m
diversification

Commodities including
cryptocurrencies
Ka
Property and other real assets

Hedge fund and Private (unlisted)
Assets

Portfolio Management Risk and Return and the
Importance of Diversification
m


Correlation between asset Classes

Models of Return and Risk
ha



The Efficient Markets Hypothesis

Pricing, Liquidity and Fair Value

Approaches to Fund Management
So




Investment Management
Principles- Fixed Income

Socially Responsible Investing and
Environmental, Social and
Governance Investing

Investment Products -

Investment Performance Total return and its component
Measurement

Money-Weighted and
Time-Weighted Return

Choosing a Benchmark,



3

, Comparisons with investment
objectives and indices

Performance Measurement
including risk-adjusted returns




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4

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