CFA III Notes – HStern

Note

These notes are entirely based upon the CFA textbook and follow the same structure in lieu of citation.

Title
Summary Review
The Behavioural Biases of Individuals
Behavioral Finance and Investment Processes
Capital Market Expectations, Part 1: Framework and Macro Considerations
Capital Market Expectations, Part 2: Forecasting Asset Class Returns
Overview of Asset Allocation
Principles of Asset Allocation
Asset Allocation With Real World Constraints
Options Strategies
Swaps, Forwards, and Futures
Currency Management
Overview of Fixed Income Portfolio Management
Liability-Driven and Index-Based Strategies
Yield Curve Strategies
Fixed-Income Active Management
Overview of Equity Portfolio Management
Passive Equity Investing
Active Equity Investing: Strategies
Active Equity Investing: Portfolio Construction
Hedge Fund Strategies
Asset Allocation to Alternative Investments
Private Wealth Management: Overview
Private Wealth Management: Topics
Portfolio Management for Institutional Investors
Trade Strategy and Execution
Portfolio Performance Evaluation
Investment Manager Selection