CFA Level 3 Index Based Equity Strategies Full Class | CFA Level III

Описание: CFA Level 3 Index Based Equity Strategies Full Class | CFA Level III

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Susmit Aaditya Mukherjee is a licensed Investment Research Analyst and a Student of AI Technologies (MS - Data Science and Artificial Intelligence)

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Topics Covered in this video:
Advantages of Index Based Strategies
Market Cap Weighted Strategy
Factor Based Strategy
Their Advantages and Disadvantages
Fama French Five Factor Model
Smart Beta Strategy
Active Index Strategy
Return Oriented
Risk Oriented
Diversification Oriented
Mean Variance Optimization
Pooled Investments: ETF, Open End Mutual Fund, Closed End Mutual Fund
Advantage of ETF over Mutual Fund
Use of Derivatives in Portfolio Management
Index Futures
Index Options
Index Swaps
Completion Overlay
Rebalancing Overlay
Currency Overlay
Advantages and risks of these Derivative strategies
Separately Manages Equity Index Portfolio
Full Replication
Stratified Sampling
Optimization - Risk Minimization, Minimum Variance, Maximize Return based on Minimum risk
Blended Approach
Tracking Error
Excess Return
Tracking Risk
Reasons for Tracking Error and their Solutions
Factor Based Mandate
Growth Stock Mandate
Dividend Yield Mandate
Investor Activism



CFA Exam
CFA Level 3
CFA L3
CFA Level III
CFA Level iii