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CFA level III essay questions 2015

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CFA level III essay questions 2015

Level IIIThe Morning Session of the 2015 Level III CFA® Examination has 11 questions. For grading purposes, the maximum point value for each question

CFA level III essay questions 2015 is equal to the number of minutes allocated to that question.Question TopicMinutes1Portfolio Management - Institutional142Portfolio Management - Inst

itutional173Portfolio Management - Fixed Income194Portfolio Management - Alternative Investments205Portfolio Management - Performance Evaluation156Por CFA level III essay questions 2015

tfolio Management - Risk Management147Portfolio Management - Individual188Portfolio Management - Individual169Portfolio Management - Asset Allocation1

CFA level III essay questions 2015

510Portfolio Management - Economics1411Portfolio Management - Individual Behavioral18Total: 180Page 2Questions 1 and 2 relate to Saylor Guitars and Sa

Level IIIThe Morning Session of the 2015 Level III CFA® Examination has 11 questions. For grading purposes, the maximum point value for each question

CFA level III essay questions 2015 EE PARTS (A, B, C) FOR A TOTAL OF 14 MINUTES.Saylor Guitars was established 25 years ago in the US. Today, the company employs a highly-skilled workfo

rce to produce handmade guitars. Ten years ago. the company instituted a defined-benefit pension plan (the Plan). There is no provision for early reti CFA level III essay questions 2015

rement. The average age of the workforce is 35 years, and there are no current pension recipients.Until last year. Saylor made annual contributions to

CFA level III essay questions 2015

the Plan and it had a surplus. However, the latest economic downturn reduced sales of Saylor's premium-priced guitars, which resulted in lower profit

Level IIIThe Morning Session of the 2015 Level III CFA® Examination has 11 questions. For grading purposes, the maximum point value for each question

CFA level III essay questions 2015 with an improvement in the overall economy. Based on past experience, the company is forecasting that it will return to its typical high profit level

s in the next several months. Saylor also expects to resume its contributions to the Plan in the first half of the upcoming year.The average annual re CFA level III essay questions 2015

turn on the Plan's asset portfolio since inception has been 4.8%. The portfolio is well-diversified across asset classes and has low return correlatio

CFA level III essay questions 2015

n with the broad equity market. Saylor uses a discount rate of 4.5% to compute its pension benefit obligation. The expected infiation rate is 1.5%. Sa

Level IIIThe Morning Session of the 2015 Level III CFA® Examination has 11 questions. For grading purposes, the maximum point value for each question

CFA level III essay questions 2015 ove-average. Justify your response with two reasons.Note: Restating case facts is an incomplete justification and will not receive credit.5 minutes (A

nswer 1-A on page 3)B.State the minimum return requirement of the Plan. Explain your response.4minutes (Answer 1-B on page 4)One month later. Saylor's CFA level III essay questions 2015

management decides to offer to employees over age 50, a one-time lump-sum early retirement option that will be payable next year. Ten percent of Sayl

CFA level III essay questions 2015

or’s employees accept this option.c. Discuss how the acceptance of the early retirement option changed each of the following:i.Liquidity requirementii

Level IIIThe Morning Session of the 2015 Level III CFA® Examination has 11 questions. For grading purposes, the maximum point value for each question

Level IIIThe Morning Session of the 2015 Level III CFA® Examination has 11 questions. For grading purposes, the maximum point value for each question

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