1 | Overview of Ethics L III Preview | 05:38 |
2 | Six Codes of Ethics Preview | 23:34 |
3 | Std1_Professionalism | 28:20 |
4 | Std2_Capital markets | 10:16 |
5 | Std3_Duties to Clients | 25:31 |
6 | Std4_Duties to Employers | 22:43 |
7 | Std5_Investment Analysis, Recommendations and Actions | 23:11 |
8 | Std6_Conflict of Interest | 14:31 |
9 | Std7_Responsibilities as a CFA Institute Member or CFA candidate | 13:17 |
10 | The Consultant | 14:50 |
11 | Pearl Investment Management | 14:44 |
12 | Summary of Entire Reading | 39:42 |
13 | Overview of Behavioral Finance | 04:10 |
14 | Traditional Finance vs Behavioral Finance | 34:04 |
15 | Decision Theory vs Bounded Rationality | 10:00 |
16 | The Prospect Theory | 21:13 |
17 | Market Behavior & Portfolio Construction | 17:38 |
18 | Introduction of Cognitive Errors and Emotional Biases | 08:58 |
19 | Believe Perseverance Biases (Cognitive Errors) | 26:59 |
20 | Information Processing Biases (Cognitive Errors) | 21:39 |
21 | Emotional Biases | 25:15 |
22 | Investment Policy and Asset Allocation in light of Behavioral biases | 18:41 |
23 | The Uses and Limitations of Classifying Investors Into Types | 27:10 |
24 | How Behavioral Biases Affect Advisor-Client Relations | 10:00 |
25 | Behavioral Finance and Portfolio Construction | 10:58 |
26 | Behavioral Finance and Analyst Forecasts | 18:04 |
27 | Overview of the individual investor portfolio management | 06:15 |
28 | Investor Characteristics: Situational and Psychological Profiling | 11:37 |
29 | Individual IPS: Return Objective Calculation | 28:26 |
30 | Individual IPS: Risk Objective | 07:23 |
31 | The Five Constraints (LLTTU) | 20:51 |
32 | Asset Allocation Concepts: The Process of Elimination | 03:56 |
33 | Monte Carlo Simulation and Personal Retirement Planning | 07:06 |
34 | Overview of Global Income Tax Structures | 16:51 |
35 | Simple Tax Environment: After-Tax Accumulations and Returns for Taxable Accounts | 21:52 |
36 | Types of Investment Accounts and Taxes and Investment Risk | 21:50 |
37 | Implications for Wealth Management | 19:01 |
38 | Domestic Estate Planning: Some Basic Concepts | 25:40 |
39 | Core Capital and Excess Capital | 14:21 |
40 | Transferring Excess Capital | 36:38 |
41 | Estate Planning Tools | 11:30 |
42 | Cross-Border Estate Planning | 09:19 |
43 | Overview and Investment Risks | 11:40 |
44 | General Principles of Managing Concentrated Single-Asset Positions | 22:24 |
45 | Managing the Risk of Concentrated Publically Traded Single-Stock Positions | 33:50 |
46 | Managing the Risk of Private Business Equity | 12:22 |
47 | Managing the Risk of Investment in Real Estate | 10:50 |
48 | Overview | 04:49 |
49 | Human Capital and Financial Capital | 17:36 |
50 | Seven Financial Stages of Life | 13:06 |
51 | A Framework for Individual Risk Management | 12:13 |
52 | Life Insurance | 36:57 |
53 | Other Types of Insurance | 29:07 |
54 | Annuities | 44:31 |
55 | Overview | 05:39 |
56 | IPS for Pension Plans | 22:02 |
57 | IPS for Foundations | 22:41 |
58 | IPS for Endowments | 16:01 |
59 | IPS for Life Insurance and Non-Life Insurance Companies | 32:54 |
60 | IPS for Banks | 18:24 |
61 | Organizing the Task: Framework and Challenges - 1 | 13:57 |
62 | Organizing the Task: Framework and Challenges - 2 | 13:06 |
63 | Tools for Formulating CME - 1 | 08:30 |
64 | Tools for Formulating CME - 1 contd. | 08:14 |
65 | Tools for Formulating CME - 1 contd. | 09:35 |
66 | Tools for Formulating CME - 2 | 23:02 |
67 | Economic Analysis: Introduction and Business Cycle | 00:11 |
68 | Economic Analysis: Economic Growth Trends, Exogenous Shocks, and International Interactions | 09:02 |
69 | Economic Analysis: Economic Forecasting | 04:01 |
70 | Economic Analysis: Asset Class Returns and Foreign Exchange Forecasting -1 | 10:06 |
71 | Economic Analysis: Asset Class Returns and Foreign Exchange Forecasting -2 | 06:28 |
72 | Estimating a Justified P/E Ratio and Top-Down and Bottom-Up Forecasting - 1 | 07:58 |
73 | Estimating a Justified P/E Ratio and Top-Down and Bottom-Up Forecasting - 2 | 07:30 |
74 | Estimating a Justified P/E Ratio and Top-Down and Bottom-Up Forecasting - 3 | 09:08 |
75 | Relative Value - 1 | 09:02 |
76 | Relative Value - 2 | 00:11 |
77 | Investment Governance | 12:21 |
78 | The Economic Balance Sheet and Asset Allocation | 09:44 |
79 | Approaches to Asset Allocation (Focus on Strategic Asset Allocation) | 40:39 |
80 | Implementation Choices | 10:07 |
81 | Strategic Considerations for Rebalancing | 09:29 |
82 | The Traditional Mean-Variance Optimization (MVO) Approach | 12:09 |
83 | Risk Budgeting | 07:59 |
84 | Factor-Based Asset Allocation | 07:01 |
85 | Liability-Relative Asset Allocation | 13:07 |
86 | Goal-Based Asset Allocation, Heuristics, Other Approaches | 11:25 |
87 | Portfolio Rebalancing | 05:23 |
88 | Constraints in Asset Allocation | 00:11 |
89 | Asset Allocation for the Taxable Investor | 00:11 |
90 | Altering or Deviating from the Policy Portfolio | 00:11 |
91 | Behavioral Biases in Asset Allocation | 00:11 |
92 | Review of Foreign Exchange Concepts | 20:00 |
93 | Currency Risk and Portfolio Risk and Return | 11:25 |
94 | Currency Management: Strategic Decisons | 15:05 |
95 | Currency Management: Tactical Decision - 1 | 06:44 |
96 | Currency Management: Tactical Decision - 2 | 12:55 |
97 | Tools of Currency Management | 00:11 |
98 | Currency Management for Emerging Market Currencies | 05:00 |
99 | Benchmark: Uses and Types - 1 | 07:15 |
100 | Benchmark: Uses and Types - 2 | 08:33 |
101 | Market Indexes: Uses and Types | 03:33 |
102 | Index Weighting Schemes: Advantages and Disadvantages | 12:19 |
103 | Roles of Fixed Income Securities in Portfolios | 09:11 |
104 | Fixed Income Mandates - 1 | 06:15 |
105 | Fixed Income Mandates - 2 | 05:35 |
106 | Bond Market Liquidity | 08:13 |
107 | Components of Fixed Income Return | 08:46 |
108 | Leverage 1 | 07:06 |
109 | Leverage 2 | 07:46 |
110 | Leverage 3 | 02:51 |
111 | Fixed Income Portfolio Taxation | 06:43 |
112 | Liability Driven Investing | 05:06 |
113 | Managing Single and Multiple Liabilities - 1 | 08:38 |
114 | Managing Single and Multiple Liabilities - 2 | 10:38 |
115 | Managing Single and Multiple Liabilities - 3 | 06:12 |
116 | Managing Single and Multiple Liabilities - 4 | 07:32 |
117 | Managing Single and Multiple Liabilities - 5 | 08:57 |
118 | Risks in Managing a Liability Structure | 05:56 |
119 | Liability Bond Indices | 05:15 |
120 | Alternative Passive Bond Investing | 03:41 |
121 | Liability Benchmarks | 02:18 |
122 | Laddered Bond Portfolios | 05:33 |
123 | Foundational Concepts | 07:55 |
124 | Yield Curve Strategies - 1 | 08:57 |
125 | Yield Curve Strategies - 2 | 09:31 |
126 | Yield Curve Strategies - 3 | 05:59 |
127 | Formulating a Portfolio Positioning Strategy for a Given Market View | 11:22 |
128 | A Framework for Evaluating Yield Curve Trades | 04:23 |
129 | Investment-Grade and High-Yield Corporate Bond Portfolios | 14:14 |
130 | Credit Spreads | 10:48 |
131 | Credit Strategy Approaches - 1 | 18:31 |
132 | Credit Strategy Approaches - 2 | 11:39 |
133 | Credit Strategy Approaches – 3 | 10:11 |
134 | Liquidity Risk and Tail Risk in Credit Portfolios | 11:52 |
135 | International Credit Portfolios | 07:27 |
136 | Structured Financial Instruments | 06:03 |
137 | Positioning Equity In LIII | 04:00 |
138 | Role of Equity in PM | 11:21 |
139 | Passive Investing | 25:07 |
140 | Active Investing | 18:44 |
141 | How to identify Active Investment Style? | 23:27 |
142 | Strategies of Active Investing | 17:50 |
143 | Socially Responsible Investing | 04:25 |
144 | Semi Active Investing | 07:43 |
145 | Managing a portfolio of Portfolio Manager | 14:51 |
146 | Components of Active Return (True and Misfit) | 07:40 |
147 | Engaging an Equity Portfolio Manager | 03:57 |
148 | Definitions, Features and Role in Portfolio | 10:19 |
149 | Real Estate | 09:14 |
150 | Private Equity and Venture Capital | 12:45 |
151 | Commodity Investments | 08:18 |
152 | Hedge Funds | 21:50 |
153 | Managed Futures | 06:50 |
154 | Distressed Securities | 06:46 |
155 | Risk Management Process | 12:04 |
156 | Identifying Risk | 17:42 |
157 | Measuring Risk | 21:30 |
158 | VaR Extension & Stress Testing | 06:32 |
159 | Measuring Credit Risk | 09:31 |
160 | Managing Risk | 10:43 |
161 | Managing Equity Risk - 1 | 13:11 |
162 | Managing Equity Risk - 2 | 13:54 |
163 | Asset Allocation with Futures - 1 | 18:10 |
164 | Asset Allocation with Futures - 2 | 15:12 |
165 | Managing Foreign Currency Risk - 1 | 14:46 |
166 | Managing Foreign Currency Risk - 2 | 06:35 |
167 | Options Strategies for Equity Portfolios -1 | 12:00 |
168 | Options Strategies for Equity Portfolios -2 | 18:57 |
169 | Options Strategies for Equity Portfolios -3 | 12:36 |
170 | Options Strategies for Equity Portfolios -4 | 08:08 |
171 | Interest Rate Option Strategies -1 | 15:05 |
172 | Interest Rate Option Strategies -2 | 15:52 |
173 | Option Portfolio Risk Management Strategies - 1 | 18:30 |
174 | Option Portfolio Risk Management Strategies - 2 | 07:16 |
175 | Strategies and Applications for Managing Interest Rate Risk - 1 | 09:53 |
176 | Strategies and Applications for Managing Interest Rate Risk - 2 | 07:13 |
177 | Strategies and Applications for Exchange Rate Risk | 12:55 |
178 | Strategies and Applications for Managing Equity Market Risk | 14:28 |
179 | Strategies and Applications Using Swaptions - 1 | 06:39 |
180 | Strategies and Applications Using Swaptions - 2 | 04:22 |
181 | The Context of Trading: Market Microstructure - 1 | 11:18 |
182 | The Context of Trading: Market Microstructure - 2 | 08:14 |
183 | The Context of Trading: Market Microstructure - 3 | 07:49 |
184 | The Context of Trading: Market Microstructure - 4 | 05:43 |
185 | Cost of Trading - 1 | 07:02 |
186 | Cost of Trading - 2 | 08:45 |
187 | Types of Traders and Their Preferred Order Types - 1 | 08:58 |
188 | Types of Traders and Their Preferred Order Types - 2 | 00:11 |
189 | Best Execution and Ethics in Trading | 05:14 |
190 | Monitoring for IPS Change 1 | 08:06 |
191 | Monitoring for IPS Change 2 | 15:32 |
192 | Rebalancing Disciplines 1 | 12:21 |
193 | Rebalancing Disciplines 2 | 10:39 |
194 | The Perold-Sharpe Analysis of Rebalancing Strategies 1 | 08:29 |
195 | The Perold-Sharpe Analysis of Rebalancing Strategies 2 | 15:42 |
196 | Performance Measurement | 15:19 |
197 | Benchmark - 1 | 09:24 |
198 | Benchmark - 2 | 08:49 |
199 | Performance Attribution - 1 | 12:42 |
200 | Performance Attribution - 2 | 14:39 |
201 | Performance Appraisal | 12:42 |
202 | The Practice of Performance Evaluation | 06:37 |
203 | GIPS_Introduction | 16:09 |
204 | Different Aspects of GIPS | 26:50 |
205 | 9 sections of GIPS & GIPS Verification | 12:14 |
206 | Fundamentals of Compliance | 14:30 |
207 | Return Calculation Methodologies | 20:48 |
208 | Input Data | 17:50 |
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