Liability-Driven and Index-Based Strategies – Part I (2024 Level III CFA® – Reading 11) скачать в хорошем качестве

Liability-Driven and Index-Based Strategies – Part I (2024 Level III CFA® – Reading 11)

Level III Fixed Income, Reading 11 (Part I): Liability-Driven & Index-Based Strategies. Learn how asset-liability management drives LDI, what to prioritize (cash flows, duration, convexity), and when to use cash-flow matching, duration matching, immunization, and derivative overlays. We also cover yield-curve (non-parallel) shifts, barbell vs bullet immunization, liquidity, ladder portfolios, and time diversification—with clear examples and exam tips. Prepare with AnalystPrep: Level I: https://analystprep.com/shop/cfa-leve... Level II: https://analystprep.com/shop/learn-pr... Level III: https://analystprep.com/shop/cfa-leve... Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unli... Prep Packages for the FRM® Program: FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimite... Topic 4 – Fixed-Income Portfolio Management Reading 11 – Liability-Driven and Index-Based Strategies – Part I: Liability Driven Investing LOS : Describe liability-driven investing. LOS : Evaluate strategies for managing a single liability. LOS : Compare strategies for a single liability and for multiple liabilities, including alternative means of implementation. LOS : Describe construction, benefits, limitations, and risk-return characteristics of a laddered bond portfolio. #CFALevel3 #FixedIncome #LDI #Immunization #AssetLiabilityManagement #Duration #Convexity #CFAExam #AnalystPrep #PortfolioManagement