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Learning Module 5 Case Study in Portfolio Management: Institutional
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2
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874
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December 21, 2023
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Institutional Investors - Banks and Insurers: Investment Strategies and Asset and Liability Volatility
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3
|
966
|
December 10, 2023
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|
Credit premiums tend to be especially generous at the short end of the curve
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2
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1228
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December 8, 2023
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Surplus Optimisation vs Two Portfolio Approach - Asset Allocation
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1
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2015
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December 3, 2023
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FWD Points and Hedge impacts
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1
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1948
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November 29, 2023
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Liquidity Constraint and Fund Size?
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2
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3041
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November 29, 2023
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Inflation Risk Factor Exposure: Asset Allocation
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1
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1831
|
November 25, 2023
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|
Taxes - Reading 22/example 4
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1
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1092
|
October 27, 2023
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|
reading 37:discuss capture of the illiquidity premium as an investment objective;
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4
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5299
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October 24, 2023
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Performance Fees: breakeven active return/standard fee?
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6
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2616
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October 9, 2023
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Reading 19 Section 4 Prob-wtd return vs Exp. return
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4
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2446
|
October 9, 2023
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|
Question about needs analysis
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2
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1365
|
October 9, 2023
|
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Implementation Shortfall - 3 Variants
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2
|
1766
|
September 2, 2023
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Corridor Width - Volatility
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2
|
1333
|
August 27, 2023
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IM Selection EOC Q 40 - Fee & Active Return Calculations
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2
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3853
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August 26, 2023
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Life insurance- capital needs analysis
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7
|
1577
|
August 18, 2023
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IPS return requirement - gifts/contributions for endowments
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1
|
1108
|
August 12, 2023
|
|
Estate taxes - Mistake?
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0
|
982
|
August 11, 2023
|
|
Introduction to Asset Allocation
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7
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2901
|
August 3, 2023
|
|
Sector/industry vs. style rotation: Top-down / bottom-up
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1
|
1435
|
July 16, 2023
|
|
Hedge funds stretegies
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5
|
4876
|
July 12, 2023
|
|
Easy question confused about taxes
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0
|
1247
|
July 10, 2023
|
|
Urgency of trade
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4
|
1280
|
July 10, 2023
|
|
Reading 24 Example 7
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3
|
1231
|
July 7, 2023
|
|
Interest Rate Swap to adjust Risk (Modified Duration)
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|
1
|
1607
|
June 19, 2023
|
|
CCY Forward - Roll Yield
|
|
0
|
1215
|
June 18, 2023
|
|
Portfolio Risk Tolerance
|
|
4
|
1167
|
June 14, 2023
|
|
Performance Fees: Call Option on Active Share
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|
6
|
2043
|
June 2, 2023
|
|
Reading 26 (Performance) - question 12 in text
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|
3
|
1125
|
June 2, 2023
|
|
More Sectors In Port Than Bench - Attribution
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|
4
|
1375
|
June 1, 2023
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