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Core, Core-Plus, and Liability-Driven Strategies
Core, Core-Plus, and Liability-Driven Strategies (CFA Level 1): Core Fixed Income Strategies, Characteristics of a Core Strategy, and Why Core Might Be Right for You. Key definitions, formulas, and exam tips.
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Duration Targeting and Yield Curve Positioning
Duration Targeting and Yield Curve Positioning (CFA Level 1): Measuring and Understanding Duration, Yield Curve Positioning Basics, and Common Portfolio Strategies. Key definitions, formulas, and exam tips.
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Credit Strategies and Sector Rotation
Credit Strategies and Sector Rotation (CFA Level 1): Understanding the Role of Credit Analysis, Credit Spreads and Default Risk, and Sector Rotation in Credit Markets. Key definitions, formulas, and exam tips.
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Fixed Income Benchmark Selection and Construction
Fixed Income Benchmark Selection and Construction (CFA Level 1): Role of Benchmarks in Fixed Income Portfolios, Key Factors in Benchmark Selection, and Sector Weightings. Key definitions, formulas, and exam tips.
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Risk Monitoring in Fixed Income Portfolios
Risk Monitoring in Fixed Income Portfolios (CFA Level 1): Key Risks in Fixed Income Investing, Quantitative Tools for Monitoring Fixed Income Risks, and Duration and Convexity. Key definitions, formulas, and exam tips.
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Immunization Strategies for Fixed Income Portfolios
Immunization Strategies for Fixed Income Portfolios (CFA Level 1): Why Immunization Matters, Key Principles of Duration Matching, and Single-Period (Classical) Immunization. Key definitions, formulas, and exam tips.
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Bond Laddering and Barbelling
Bond Laddering and Barbelling (CFA Level 1): Understanding Bond Laddering, Key Benefits of a Ladder, and Risks to Keep in Mind. Key definitions, formulas, and exam tips.
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Managing Inflation Risk with TIPS
Managing Inflation Risk with TIPS (CFA Level 1): TIPS and Their Inflation-Linked Adjustments, How the Principal Adjusts, and Real Yield vs. Nominal Yield. Key definitions, formulas, and exam tips.
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High Yield vs. Investment Grade Approaches
High Yield vs. Investment Grade Approaches (CFA Level 1): Understanding the Differences, Risk and Return Considerations, and Quick Look at Yield Spreads. Key definitions, formulas, and exam tips.
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Factor Analysis in Fixed Income
Factor Analysis in Fixed Income (CFA Level 1): Concept of Factor Analysis in Fixed Income, Duration Factor, and Parallel vs. Key Rate Shifts. Key definitions, formulas, and exam tips.
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Using Derivatives in Fixed Income Management
Using Derivatives in Fixed Income Management (CFA Level 1): Why Use Derivatives in Fixed Income?, Core Types of Fixed Income Derivatives, and Interest Rate Swaps. Key definitions, formulas, and exam tips.
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Global and Emerging Markets Bond Strategies
Global and Emerging Markets Bond Strategies (CFA Level 1): Diversification Potential, Risks in Global and EM Bonds, and Currency Risk. Key definitions, formulas, and exam tips.
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Floating Rate Instruments and Spread Management
Floating Rate Instruments and Spread Management (CFA Level 1): Key Characteristics of Floating Rate Notes, Basics, and Duration and Interest Rate Sensitivity. Key definitions, formulas, and exam tips.
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Quantitative Approaches for Fixed Income Security Selection
Quantitative Approaches for Fixed Income Security Selection (CFA Level 1): Why Quantitative Approaches Matter for Bond Selection, Common Quantitative Models in Fixed Income, and Regression-Based Models. Key definitions, formulas, and exam tips.
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Communication and Portfolio Reporting for Fixed Income Clients
Communication and Portfolio Reporting for Fixed Income Clients (CFA Level 1): Goals of Effective Communication, Essential Metrics for Fixed Income Reporting, and Yield to Maturity. Key definitions, formulas, and exam tips.
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ESG Integration in Fixed Income Strategies
ESG Integration in Fixed Income Strategies (CFA Level 1): Why ESG Matters for Fixed Income and Incorporating ESG Metrics. Key definitions, formulas, and exam tips.