Case Study in Portfolio Management: Institutional (2024 Level III CFA® – Reading 14)

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Topic 6 – Cases in Portfolio Management and Risk Management
Reading 14 – Case Study in Portfolio Management: Institutional
LOS : Discuss tools for managing portfolio liquidity risk.
LOS : Discuss capture of the illiquidity premium as an investment objective.
LOS : Demonstrate the application of the Code of Ethics and Standards of Professional Conduct regarding the actions of individuals involved in manager selection.
LOS : Analyze the costs and benefits of derivatives versus cash market techniques for establishing or modifying asset class or risk exposures.
LOS : Demonstrate the use of derivatives overlays in tactical asset allocation and rebalancing.
LOS : Discuss ESG considerations in managing long-term institutional portfolios.