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2026CFA三级
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26年CFA三级JC
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1.基础精讲
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2.Portfolio Construction
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01.Introduction 706.sz
02.The Role of Equities in a Portfolio .sz
03.Equity Investment Universe .sz
04.Income Associated with an Equity Portfo .sz
05.Costs Associated with an Equity Portfolio .sz
06.Shareholder Engagement .sz
07.Active Management Spectrum .sz
08.Benchmark Selection (1) .sz
09.Benchmark Selection (2) .sz
10.LM1重点内容总结 .sz
11.Introduction .sz
12.Roles of Fixed-Income Securities in Portfolios .sz
13. liability-based mandates .sz
14.total return mandates .sz
15.Fixed-Income Portfolio Measures .sz
16.Bond Market Liquidity .sz
17.A Model for Fixed-Income Returns .sz
18. Leverage .sz
19.Fixed-Income Portfolio Taxation .sz
20.Liability-Driven Investing .sz
21.Interest Rate Risk of Multiple Liabilities .sz
22.Laddered Portfolios .sz
23.LM2重点内容总结 .sz
24.Asset Allocation to Alternative Investments .sz
25.Framewoek .sz
26. Component of Wealth .sz
27.Global Wealth .sz
28.Life Cycle and Economic Balance Sheet .sz
29.Return-Risk-Objectives .sz
30. Taxation of Income .sz
31.Accrual and Deferred Taxation .sz
32.Impact of Inflation .sz
33.IPS .sz
34.Framewor .sz
35.Pension Funds- Liquidity Needs .sz
36.SWF .sz
37.Endowments-Banksalnsurances .sz
38.Banks&Insurers- B-S Management and Investment .sz
39. Trading Costs .sz
40.Electronic Markets .sz
41.Financial Risk faced by Institutional Investor .sz
42.Environmental and Social Risks Faced by Institutional Investors .sz
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