Active Portfolio Management

Free CFA Level II lesson in Portfolio Management. 12 min read, ~1,812 words.

IR = IC x sqrt(BR) x TC: the fundamental law of active management. Active share + tracking error classify managers into a 2x2 grid; closet indexer = worst value for fees. After-cost IR (not gross alpha, not raw IC) drives the hire/fire decision. Sharpe^2 = benchmark Sharpe^2 + IR^2: Pythagorean...

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