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excess capital

Transferring Excess Capital

August 19, 2020 by CFA Study Guide

Cfa portfolio management

Lifetime Gifts and Testamentary Bequests A method of transferring discretionary wealth is to donate it immediately or during one’s lifetime …

Core Capital and Excess Capital

April 13, 2021August 19, 2020 by CFA Study Guide

Cfa portfolio management

Developing an estate plan that will sustain a family and their descendants over multiple generations is a challenging task. A …

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The CFA Level III Series: Table of Contents
The CFA Level II Series: Table of Contents
The CFA Level I Series: Intro and Table of Contents

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active return active risk alternative investments ANOVA asset allocation behavioral finance business cycle capital account CFA cfa exam CFA level 1 cfa level I CFA Level II cfa level III confidence intervals convexity corporate finance covered call current account derivatives earnings quality Economics effective duration equity equity forecasting exchange rates financial reporting and analysis fiscal policy fixed income fundamental law grinold kroner information ratio Institutional Investors IPS IS level III macaulay duration Modified duration monetary policy money duration portfolio management private wealth management quantitative methods residual income Sharpe ratio

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