CFA institute 2022 CFA program curriculum level i vol 6

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CFA institute 2022 CFA program curriculum level i vol 6

Ểằ CFA InstituteCFA ProgramPORTFOLIO MANAGEMENT AND ETHICAL AND PROFESSIONAL STANDARDSCFA® Program Curriculum2022 * LEVEL I • VOLUME 6WILEYCONTENTSHow

CFA institute 2022 CFA program curriculum level i vol 6 w to Use the CFA Program Curriculum Background on the CBOK Organization of the Curriculum Features of the Curriculum Designing Your Personal Study Pro

gram CFA Institute Learning Ecosystem (LES) Prep Providers FeedbackXV XV xvi xvi xvii xviii xix XXPortfolio ManagementStudy Session 18Portfolio Manage CFA institute 2022 CFA program curriculum level i vol 6

ment (2)3Reading 51Basics of Portfolio Planning and Construction Introduction Portfolio Planning, the Investment Policy Statement (IPS) and Its Major

CFA institute 2022 CFA program curriculum level i vol 6

Components The Investment Policy Statement5 6 6 6Major Components of an IPS IPS Risk and Return Objectives Return Objectives IPS Constraints: Liquidit

Ểằ CFA InstituteCFA ProgramPORTFOLIO MANAGEMENT AND ETHICAL AND PROFESSIONAL STANDARDSCFA® Program Curriculum2022 * LEVEL I • VOLUME 6WILEYCONTENTSHow

CFA institute 2022 CFA program curriculum level i vol 6 atory Factors Unique Circumstances and ESG Considerations Gathering Client Information Portfolio Construction and Capital Market Expectations Capital

Market Expectations The Strategic Asset Allocation Steps Toward an Actual Portfolio and Alternative Portfolio Organizing Principles New Developments i CFA institute 2022 CFA program curriculum level i vol 6

n Portfolio Management ESG Considerations in Portfolio Planning and Construction Summary Practice Problems Solutions7 8 14 15 16 16 17 18 18 20 23 24

CFA institute 2022 CFA program curriculum level i vol 6

24 32 36 37 40 43 47Reading 52The Behavioral Biases of Individuals Introduction and Categorizations of Behavioral Biases Categorizations of Behavioral

Ểằ CFA InstituteCFA ProgramPORTFOLIO MANAGEMENT AND ETHICAL AND PROFESSIONAL STANDARDSCFA® Program Curriculum2022 * LEVEL I • VOLUME 6WILEYCONTENTSHow

CFA institute 2022 CFA program curriculum level i vol 6 Bias63Overconfidence Bias65Self-Control Bias66Status Quo Bias66Endowment Bias67Regret-Aversion Bias69How Behavioral Finance Influences Market Behavior

72Defining Market Anomalies72Momentum73Bubbles and Crashes73Value75Summary76Practice Problems78Solutions81Reading 53Introduction to Risk Management83I CFA institute 2022 CFA program curriculum level i vol 6

ntroduction83The Risk Management Process85The Risk Management Framework87Risk Governance - An Enterprise View93An Enterprise View of Risk Governance93

Ểằ CFA InstituteCFA ProgramPORTFOLIO MANAGEMENT AND ETHICAL AND PROFESSIONAL STANDARDSCFA® Program Curriculum2022 * LEVEL I • VOLUME 6WILEYCONTENTSHow