CFA一级最新中文精读BOOK1---BOOK5
Session 1:(Ethics and GIPS).............................................................................................................2
第一节：职业伦理与职业行为准则.......................................................................................2
第二节介绍(INTRODUCTION)..........................................................................................73
A.导言： 为什么要有全球业绩标准？(PREAMBLE： WHY IS A GLOBAL STANDARD
NEEDED?)..............................................................................................................................73
B.使命声明(VISION STATEMENT)................................................................................73
C.目标(OBJECTIVE)........................................................................................................73
D.概述(OVERVIEW)........................................................................................................74
E.范围(SCOPE)................................................................................................................75
F.合规(COMPLIANCE)...................................................................................................76
G.实施一个全球的标准(IMPLEMENTING A GLOBAL STANDARD)........................77
第三节全球投资业绩标准的细则(PROVISIONS OF THE GLOBAL INVESTMENT
PERFORMANCE STANDARDS).........................................................................................79
A.合规基本要求(FUNDAMENTALS OF COMPLIANCE)...........................................80
B.输入数据(INPUT DATA).............................................................................................83
C.计算方法(CALCULATION METHODOLOGY).........................................................84
D.账户组合的建立(COMPOSITE CONSTRUCTION)...................................................86
E.披露(DISCLOSURES)..................................................................................................88
F.展示和报告(PRESENTATION AND REPORTING)..................................................91
G.房地产(REAL ESTATE)...............................................................................................94
H.私募股权(PRIVATE EQUITY)....................................................................................97
II验证(VERIFICATION).....................................................................................................102
A.验证的范围和目的(SCOPE AND PURPOSE OF VERIFICATION)........................102
B.要求的验证流程(REQUIRED VERIFICATION PROCEDURES)...........................103
C.投资业绩报告的详细检验(DETAILED EXAMINATIONS OF INVESTMENT
PERFORMANCE PRESENTATIONS)...............................................................................110
Quantitative methods)
tudy Session 2.............................................................................................................................116
第一节货币的时间价值(TIME VALUE OF MONEY).....................................................116
第二节现金流折现的应用.................................................................................................150
第三节统计概念和市场的回报.........................................................................................170
第四节概率概念.................................................................................................................205
ession3........................................................................................................................................233
第一节常用的概率分布.....................................................................................................233
第二节抽样与估计.............................................................................................................262
第三节假设检验.................................................................................................................286
第四节相关系数和回归.....................................................................................................322