发帖
雷达卡
凭记忆回忆了一些考点, 要想高分CR+NOTES都要读, 仅读一个就只能靠幸运了, 上下午考试一样重要, 不要因为上午影响下午的心情... cfa is a very hard exam ,not for exam itself ,but for you must balance your life and job time and control youself.
AM：
1、 inividual’s ips Q:
require return / constrain /personal charctaristics
2、 information rate / core-satellitic portfolio
3、 currency \ market \ selection performance
4、 k-g model , gorden model and factor effect operate iffiecent margin
5、 insurance company ips affect constrain /surplus /whole life / life annuity
6、 endowment / rolling three year spending rule /budget
7、 alternatives
8、 portfolio asset classes / fundamental errors/ style drift
9、 behavior finance(traps)
10、 concentrated stocks diversified by methods of exchange fund /completeness portfolio/ outright sales /equity collar (their differents)
PM:
1、 ethics / paying fee information selling in internet , pre-changing job
2、 GIPS TWR
3、 Portfolio structural change by derivatives
4、 Unit root
5、 Emerging markets
6、 Var
7、 APT and CAPM model effect factors
8、 Style tilts and rolling down yield curve
9、 Repo leverage / duration
Level 3: Pass
The table below illustrates your subject matter strengths and weaknesses. The three columns on the right are marked with asterisks to indicate your performance on each question or topic area.
Essay
| Q# | Topic | Max Pts | <=50% | 51%-70% | >70% |
| 1 | Portfolio Mgmt.--Individual | 33 | * | - | - |
| 2 | Portfolio Mgmt.--Individual | 20 | - | * | - |
| 3 | Portfolio Mgmt.--Institutional | 12 | - | - | * |
| 4 | Portfolio Mgmt.--Individual | 14 | - | * | - |
| 5 | Portfolio Mgmt.--Institutional | 23 | * | - | - |
| 6 | Portfolio Mgmt.--Institutional | 23 | - | * | - |
| 7 | Portfolio Mgmt.--Institutional | 13 | - | - | * |
| 8 | Portfolio Management | 14 | - | * | - |
| 9 | Portfolio Management | 9 | * | - | - |
| 10 | Economics | 19 | * | - | - |
Item Set
| Q# | Topic | Max Pts | <=50% | 51%-70% | >70% |
| - | Alternative Assets | 36 | - | - | * |
| - | Derivatives | 18 | - | - | * |
| - | Ethical & Professional Stnds. | 36 | * | - | - |
| - | Fixed Income Analysis | 36 | - | * | - |
| - | Portfolio Management | 36 | - | - | * |
| - | Quantitative Analysis | 18 | - | - | * |
[此贴子已经被作者于2007-8-17 10:20:46编辑过]
京公网安备 11010802022788号
