Liability-Driven and Index-Based Strategies

Free CFA Level III: Portfolio Management lesson in Liability-Driven & Index-Based Strategies. 20 min read, ~3,002 words.

Learning Outcome Statements. 1. evaluate strategies for managing a single liability. 2. compare strategies for a single liability and for multiple liabilities, including alternative means of implementation. 3. evaluate liability-based strategies under various interest rate scenarios and select a strategy to achieve a portfolio's objectives. 4. explain risks associated with...

Read the full lesson, free →

Worked examples, audio narration, and practice. No signup to read.

What this lesson covers

Content
Example 1
Example 2
Common Mistakes
Key Takeaways
Exam Shortcuts

Learning objectives

ldi strategies
yield curve strategies
credit strategies

Browse all free CFA L3 Portfolio Mgmt lessons or jump into free CFA L3 Portfolio Mgmt practice questions.