Treynor portfolio measure - Study guides, Class notes & Summaries

Define investment - Answer Investment is deferred consumption List the four major types of real assets other than land and other types of real estate. - Answer Natural resources, commodities, infrastructure, and intellectual property. List the three major types of alternative investments other than real assets in the CAIA curriculum. - Answer Hedge funds, Private Equity, and Structured Products Name the five structures that differentiate traditional and alternative investments - Answer ...

CFA Level 3 Exam 204 Questions with Answers 2023 bounded rationality - CORRECT ANSWER individuals act as rationally as possible but are constrained by a lack of knowledge and cognitive ability satisfice - CORRECT ANSWER making a reasonable but not necessarily optimal decision the price is right - CORRECT ANSWER asset prices reflect and instantly adjust to all available information weak-form efficiency - CORRECT ANSWER prices inncoporate all past price and volume data semi-strong...

What are the major steps in the asset management process - answer-1. Gather data 2. Establish goals 3. Analyze information 4. Make and implement recommendations 5. Monitor Stefan's business plan includes the following goal: "I will contact 50 prospective clients and document this activity in the CRM for tracking purposes." Which primary element of a good goal is missing? - answer-This goal is not time-framed. The acronym to remember for goal setting is SMART, which stands for Sp...

CRPC (2024/025) EXAM QUESTIONS WITH CORRECT DETAILED ANSWERS || ALREADY GRADED A+ <LATEST VERSION> Systematic Risk - ANSWER P-purchasing power risk R- reinvestment risk I- interest rate risk M- market risk E- exchange rate risk Two types or Risk - ANSWER Systematic and Unsystematic Examples of Systematic Risk - ANSWER Purchasing Power Reinvestment Rate Interest Rate Market Exchange Examples of Unsystematic Risk - ANSWER Business Financial Political Purchasing Powe...

CAIA Volume 1 Final Exam 2023 Define investment - CORRECT ANSWER-Investment is deferred consumption List the four major types of real assets other than land and other types of real estate. - CORRECT ANSWER-Natural resources, commodities, infrastructure, and intellectual property. List the three major types of alternative investments other than real assets in the CAIA curriculum. - CORRECT ANSWER-Hedge funds, Private Equity, and Structured Products Name the five structures that differe...

CFA Level 1 Formulas Exams 245 Questions with Answers Price change based on convexity - CORRECT ANSWER -duration(change in yield)+1/2(convexity)(change in yield)^2 Effective Duration - CORRECT ANSWER Required if a bond has embedded options: [(v-)-(v+)]/[2V0(change in curve)] Modified Duration - CORRECT ANSWER [(v-)-(v+)]/[2V0(change in yield)] Future Value - CORRECT ANSWER PV(1+(I/Y)^N) PV - CORRECT ANSWER FV/(1+r)^n PV of perpetuity - CORRECT ANSWER PMT / discount rate Ap...

FIN CHAPTER 11: RISK AND RETURN IN CAPITAL MARKETS Terms in this set (50) C 2. Suzie owns five different bonds valued at $36,000 and twelve different stocks valued at $82,500 total. Which one of the following terms most applies to Suzie's investments? A. index B. portfolio C. collection D. grouping E. risk-free B 3. Steve has invested in twelve different stocks that have a combined value today of $121,300. Fifteen percent of that total is invested in Wise Man Foods. The...

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