Chapter 1: Introduction to Equity Investments

In this section

• The Role of Equities in an Investment Portfolio
  The Role of Equities in an Investment Portfolio (CFA Level 1): Equities as a Cornerstone of Ownership, Capital Appreciation, and Dividends and Periodic Income. Key definitions, formulas, and exam tips.
• Classifications and Features of Equity Securities
  Classifications and Features of Equity Securities (CFA Level 1): Common Shares, Multiple Classes of Common Shares, and Preferred Shares. Key definitions, formulas, and exam tips.
• Public vs. Private Equity
  Public vs. Private Equity (CFA Level 1): Key Differences in Market Access, Public Equity, and Private Equity. Key definitions, formulas, and exam tips.
• Risks and Returns of Equity Investments
  Risks and Returns of Equity Investments (CFA Level 1): Systematic vs. Unsystematic Risk, Measuring Equity Risk, and Volatility (Standard Deviation of Returns). Key definitions, formulas, and exam tips.
• Equity as a Source of Capital for Companies
  Equity as a Source of Capital for Companies (CFA Level 1): Comparing Equity Financing to Debt Financing, Debt vs Equity: A Quick Look, and Dilution and Voting Rights. Key definitions, formulas, and exam tips.
• Globalization of Equity Markets and Cross-Border Listings
  Globalization of Equity Markets and Cross-Border Listings (CFA Level 1): Key Drivers of Cross-Border Listings, Depositary Receipts: ADRs and GDRs, and How Depositary Receipts Work. Key definitions, formulas, and exam tips.
• Influence of Macroeconomic Trends on Equity Issuance
  Influence of Macroeconomic Trends on Equity Issuance (CFA Level 1): Key Macroeconomic Indicators and Their Effects, Interest Rates, and GDP Growth. Key definitions, formulas, and exam tips.
• Historical Perspectives on Equity Market Evolution
  Historical Perspectives on Equity Market Evolution (CFA Level 1): Origins of Early Stock Exchanges, Industrial Revolutions and Corporate Expansion, and Rise of Electronic Trading. Key definitions, formulas, and exam tips.
• Tax Implications in Equity Investing
  Tax Implications in Equity Investing (CFA Level 1): Key Tax Considerations, Differences in Dividend and Capital Gains Taxation, and Holding Periods: Short-Term vs. Long-Term. Key definitions, formulas, and exam tips.
• Emerging and Frontier Market Equities
  Emerging and Frontier Market Equities (CFA Level 1): Understanding Emerging and Frontier Markets, Why These Markets Matter, and Distinguishing Emerging and Frontier Markets. Key definitions, formulas, and exam tips.
• Stages of Equity Financing (Seed, Growth, IPO)
  Stages of Equity Financing (Seed, Growth, IPO) (CFA Level 1): Which of the following best describes seed financing? and What is a primary goal of growth (venture). Key definitions, formulas, and exam tips.
• Free Float and Liquidity Considerations
  Free Float and Liquidity Considerations (CFA Level 1): Defining Free Float and Relationship Between Float and Liquidity. Key definitions, formulas, and exam tips.
• Capital Gains vs. Dividend Income
  Capital Gains vs. Dividend Income (CFA Level 1): Dividends: Signal of Corporate Health or Just a, Capital Gains: The Growth Perspective, and Ex-Dividend Date and Price Behavior. Key definitions, formulas, and exam tips.