Investment Manager Selection (2025 Level III CFA® Program – Reading 26) скачать в хорошем качестве

Investment Manager Selection (2025 Level III CFA® Program – Reading 26)

Choose the right manager, the right way. In this CFA® Level III lesson, Jim walks through the Investment Manager Selection process, from defining the manager universe and due-diligence checklists to returns- vs holdings-based style analysis, capture ratios & drawdowns, type I/II errors, SMA vs pooled vehicles, and performance-based fee structures. Perfect review for Reading 26. Prep smarter with AnalystPrep’s CFA® study packages: 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 9 – Trading, Performance Evaluation, and Manager Selection Reading 26 – Investment Manager Selection LOS : Describe the components of a manager selection process, including due diligence. LOS : Contrast Type I and Type II errors in manager hiring and continuation decisions. LOS : Describe uses of returns-based and holdings-based style analysis in investment manager selection. LOS : Describe uses of the upside capture ratio, downside capture ratio, maximum drawdown, drawdown duration, and up/down capture in evaluating managers. LOS : Evaluate a manager’s investment philosophy and investment decision-making process. LOS : Evaluate the costs and benefits of pooled investment vehicles and separate accounts. LOS : Compare types of investment manager contracts, including their major provisions and advantages and disadvantages. LOS : Describe the three basic forms of performance-based fees. LOS : Analyze and interpret a sample performance-based fee schedule. #CFA #CFAExam #CFALevelIII #PortfolioManagement #ManagerSelection #InvestmentManagement #DueDiligence #FinanceEducation