Index-Based Equity Strategies
- Index-Based Equity Strategies (27 min)
Active Equity Investing
- Active Equity Investing: Portfolio Construction (18 min)
- Active Equity Investing: Strategies (22 min)
Liability-Driven & Index-Based Strategies
Case Study: Endowment
Credit Strategies
Trade Strategy & Execution
- Trade Strategy and Execution (15 min)
Yield Curve Strategies
- Yield Curve Strategies (25 min)
Asset Allocation
- Capital Market Expectations: Framework and Macro Considerations (39 min)
- Capital Market Expectations: Forecasting Asset Class Returns (40 min)
- Overview of Asset Allocation (35 min)
- Principles of Asset Allocation (50 min)
- Asset Allocation with Real-World Constraints (26 min)
Portfolio Construction
- Asset Allocation to Alternative Investments (28 min)
- Overview of Equity Portfolio Management (29 min)
- Overview of Fixed-Income Portfolio Management (42 min)
- Portfolio Management for Institutional Investors (30 min)
- Overview of Private Wealth Management (34 min)
- Case Study: Sovereign Wealth Fund (32 min)
- Trading Costs and Electronic Markets (35 min)
Performance Measurement
- Overview of the Global Investment Performance Standards (27 min)
- Investment Manager Selection (41 min)
- Portfolio Performance Evaluation (46 min)
Derivatives & Risk Management
- Currency Management: An Introduction (34 min)
- Options Strategies (37 min)
- Swaps, Forwards, and Futures Strategies (38 min)
Ethical & Professional Standards
- Application of the Code and Standards: Level III (20 min)
- Asset Manager Code of Professional Conduct (15 min)
- Code of Ethics and Standards of Professional Conduct (15 min)
- Guidance for Standards I, II, and III (Professionalism, Integrity of Capital Markets, Duties to Clients) (17 min)
- Guidance for Standards IV, V, VI, and VII (Duties to Employers; Investment Analysis, Recommendations, and Actions; Conflicts of Interest; Responsibilities as a CFA Institute Member or CFA Candidate) (17 min)
