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Overview CFA level III - Coggle Diagram
Overview CFA level III
1. Economics
- Capital Market Expectations, Part 1: Framework and Macro Considerations
- Capital Market Expectations, Part 2: Forecasting Asset Class Returns
- Currency Management: An Introduction
2. Portfolio Management
- Overview of Asset Allocation
- Principles of Asset Allocation
- Asset Allocation with Real-World Constraints
- Overview of Private Wealth Management
- Topics in Private Wealth Management
- Risk Management for Individuals
- Portfolio Management for Institutional Investors
- Trade Strategy and Execution
- Portfolio Performance Evaluation
- Investment Manager Selection
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3. Derivatives
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- Swaps, Forwards, and Futures Strategies
4. Fixed Income
- Overview of Fixed-Income Portfolio Management
- Liability-Driven and Index-Based Strategies
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- Fixed-Income Active Management: Credit Strategies
5. Equity Investments
- Overview of Equity Portfolio Management
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- Active Equity Investing: Strategies
- Active Equity Investing: Portfolio Construction
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