Overview of Equity Portfolio Management (2024 Level III CFA® – Reading 14)

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Topic 5 – Equity Portfolio Management
Reading 14 – Overview of Equity Portfolio Management
LOS : Describe the roles of equities in the overall portfolio.
LOS : Describe how an equity manager's investment universe can be segmented.
LOS : Describe the types of income and costs associated with owning and managing an equity portfolio and their potential effects on portfolio performance.
LOS : Describe the potential benefits of shareholder engagement and the role an equity manager might play in shareholder engagement.
LOS : Describe rationales for equity investment across the passive–active spectrum.