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Integration of ESG with Factor Investing
Integration of ESG with Factor Investing (CFA Level 1): Background and Motivations, Approaches to ESG Integration in Factor Investing, and Negative (Exclusionary) Screening. Key definitions, formulas, and exam tips.
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Private Market Strategies and Co-Investment Structures
Private Market Strategies and Co-Investment Structures (CFA Level 1): Role of Private Market Investments in Diversification, Co-Investment Opportunities: The Basics, and Structure of a Typical Co-Investment. Key definitions, formulas, and exam tips.
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Digital Assets and Tokenized Securities
Digital Assets and Tokenized Securities (CFA Level 1): Understanding Digital Assets, Another Look at Cryptocurrencies, and Tokenized Securities in a Nutshell. Key definitions, formulas, and exam tips.
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Integrating Structured Products and Over-the-Counter Instruments
Integrating Structured Products and Over-the-Counter Instruments (CFA Level 1): Defining Structured Products, Common Structured Product Types, and OTC Instruments in Portfolio Management. Key definitions, formulas, and exam tips.
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Long-Horizon Investing and Strategic Outlook
Long-Horizon Investing and Strategic Outlook (CFA Level 1): Benefits of Focusing on a Longer Time Horizon, Compound Returns in Action, and Riding Out Market Cycles. Key definitions, formulas, and exam tips.
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Decentralized Finance and Blockchain-Centric Investments
Decentralized Finance and Blockchain-Centric Investments (CFA Level 1): Essence of Decentralized Finance, Key Components of the DeFi Ecosystem, and Lending Platforms. Key definitions, formulas, and exam tips.
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Developing Markets for Green and Social Bonds
Developing Markets for Green and Social Bonds (CFA Level 1): Key Concepts: Green and Social Bonds, What They Are, and Why They’re Gaining Momentum. Key definitions, formulas, and exam tips.
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Emerging Technologies for Portfolio Customization
Emerging Technologies for Portfolio Customization (CFA Level 1): Evolution of Robo-Advisors, How Robo-Advisors Work, and Harnessing Advanced Analytics. Key definitions, formulas, and exam tips.
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Engagement and Stewardship Techniques
Engagement and Stewardship Techniques (CFA Level 1): Understanding Engagement and Stewardship, Rise of Stewardship Codes, and Tools and Methods of Engagement. Key definitions, formulas, and exam tips.
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Demographic Shifts and Asset Allocation
Demographic Shifts and Asset Allocation (CFA Level 1): Understanding Demographic Shifts, Key Demographic Trends and Their Market Impact, and Aging Populations. Key definitions, formulas, and exam tips.
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Universal Owners and Systemic Risk
Universal Owners and Systemic Risk (CFA Level 1): Understanding Universal Owners, Systemic Risk Dimension, and Visualizing Universal Ownership. Key definitions, formulas, and exam tips.
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The Future of Trading Platforms and Market Microstructure
The Future of Trading Platforms and Market Microstructure (CFA Level 1): Changing Nature of Market Microstructure, Growth of High-Frequency Trading, and Emergence of Dark Pools and Alternative Trading Systems. Clear examples and common exam pitfalls.
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Climate Risk Measurement in Long-Term Portfolios
Climate Risk Measurement in Long-Term Portfolios (CFA Level 1): Multifaceted Nature of Climate Risk, Physical Risk, and Transition Risk. Key definitions, formulas, and exam tips.
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Partnerships Between Public and Private Entities
Partnerships Between Public and Private Entities (CFA Level 1): Navigating Various PPP Structures and Risk-Sharing Mechanisms and Practical Implications. Key definitions, formulas, and exam tips.
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Banking Disintermediation and Digital Transformation
Banking Disintermediation and Digital Transformation (CFA Level 1): Evolution of P2P Lending, Crowdfunding, and Marketplace, Break from Traditional Intermediation, and Growth Drivers. Key definitions, formulas, and exam tips.
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Implications of Global Regulatory Convergence for Portfolio Strategy
Implications of Global Regulatory Convergence for Portfolio Strategy (CFA Level 1): Concept of Regulatory Convergence, Driving Forces Behind Regulatory Convergence, and Post-Crisis Reforms. Key definitions, formulas, and exam tips.