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Study Session 2: Ethical and Professional Standards in Practice Study Session 2: Ethical and Professional Standards in Practice Study Session 2:
Reading 3: Application of the Code and Standards Reading 3: Application of the Code and Standards Reading 3: Applic
Reading 4: Asset Manager Code of Professional Conduct Reading 4: Asset Manager Code of Professional Conduct Reading 4: Asset
Study Session 4: Private Wealth Management (1) Study Session 4: Private Wealth Management (1) Study Session 4:
Reading
Reading 8:
9: Managing Individual
Taxes and Private Investor
Wealth Portfolios in
Management Reading
Reading 8:
9: Managing Individual
Taxes and Private Investor
Wealth Portfolios in
Management Reading 8: Manag
a Global Context a Global Context Reading 9: Taxes
Reading 10: Estate Planning in a Global Context Reading 10: Estate Planning in a Global Context Reading 10: Estat
Study Session 5 : Private Wealth Management (2) Study Session 5 : Private Wealth Management (2) Study Session 5 :
Reading 11: Concentrated Single Asset Positions Reading 11: Concentrated Single Asset Positions Reading 11: Conc
Reading 12: Lifetime Financial Advice. Human Capital, Asset Allocation and Insurance Reading 12: Risk Management for Individuals Reading 12: Risk M
Study Session 6: Portfolio Management for Institutional Investors Study Session 6: Portfolio Management for Institutional Investors Study Session 6:
Reading 13: Managing Institutional Investor Portfolios Reading 13: Managing Institutional Investor Portfolios Reading 13: Mana
Reading 14: Linking Pension liabilities to Assets Reading 14: Linking Pension liabilities to Assets
Study Session 8: Asset Allocation and Related Decisions in Portfolio Management (1) Study Session 8: Asset Allocation and Related Decisions in Portfolio Management (1) Study Session 8:
Reading 17: Asset Allocation Reading 17: Asset Allocation Reading 16: Intro
Reading 17: Princ
Study Session 9: Asset Allocation and related decisions in portfolio management (2) Study Session 9: Asset Allocation and related decisions in portfolio management (2) Study Session 9:
Reading 18: Currency Management: An Intro Reading 18: Currency Management: An Intro Reading 18: Asset
Reading 19: Market Indexes and Benchmarks Reading 19: Market Indexes and Benchmarks Reading 19: Curre
Reading 20: Mark
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Fixed Income and Equity portfolio Management Fixed Income and Equity portfolio Management
Study Session 10: Fixed Income Portfolio Management (1) Study Session 10: Fixed Income Portfolio Management (1) Study Session 10
Reading 20: Fixed Income Portfolio Management Part 1 Reading 20: Fixed Income Portfolio Management Part 1 Reading 21: Intro
Reading 21: Relative value methodologies for global credit bond portfolio management Reading 21: Relative value methodologies for global credit bond portfolio management Reading 22: Liabi
Study Session 11: Fixed-Income Portfolio Management (2) Study Session 11: Fixed-Income Portfolio Management (2) Study Session 11
Reading 22: Fixed Income Portfolio Management Part II Reading 22: Fixed Income Portfolio Management Part II Reading 23: Yield
Reading 24: Cred
Study Session 12: Equity Portfolio Management Study Session 12: Equity Portfolio Management Study Session 12
Reading 23: Equity Portfolio Management Reading 23: Equity Portfolio Management Reading 25: Equit
Alternative Investments, Risk Management and Derivatives Alternative Investments, Risk Management and Derivatives
Study Session 13: Alternative Investments for Portfolio Management Study Session 13: Alternative Investments for Portfolio Management Study Session 13
Reading 24: Alternative Investments Portfolio Management Reading 24: Alternative Investments Portfolio Management Reading 26: Alter
Study Session 14: Risk Management Study Session 14: Risk Management Study Session 14
Reading 25: Risk Management Reading 25: Risk Management Reading 27: Risk M
Study Session 15: Risk Management Applications of Derivatives Study Session 15: Risk Management Applications of Derivatives Study Session 15
reading 26: Risk Management Applications of Forward and Futures Strategies reading 26: Risk Management Applications of Forward and Futures Strategies reading 28: Risk M
reading 27: Risk Management Applications of Option Strategies reading 27: Risk Management Applications of Option Strategies reading 29: Risk M
readibg 28: Risk Management Applications of Swap strategies readibg 28: Risk Management Applications of Swap strategies reading 30: Risk M
Portfolio:Execution, Evaluation and attribution, and attribution and Global invetsment performance standards Portfolio:Execution, Evaluation and attribution, and attribution and Global invetsment performance standards
Study Session 16: Trading. Monitoring and Rebalancing Study Session 16: Trading. Monitoring and Rebalancing Study Session 16
Reading 29: Execution of Portfolio decisions Reading 29: Execution of Portfolio decisions Reading 31: Execu
Reading 30: Monitoring and rebalancing Reading 30: Monitoring and rebalancing Reading 32: Mon
Study Session 17: Performance Evaluation Study Session 17: Performance Evaluation Study Session 17
Reading 31: Evaluating Portfolio Performance Reading 31: Evaluating Portfolio Performance Reading 33: Evalu
Study Session 18: Global Investment Performance Standards Study Session 18: Global Investment Performance Standards Study Session 18
Reading 32: Overview of the GIPS Reading 32: Overview of the GIPS Reading 34: Over
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2019
Session 1 : Code of Ethics and Standards of Professional Conduct Study Session 1 : Ethical and Professional Standards (1)
g 1: Code of Ethics and Standards of Professional Conduct reading 1: Code of Ethics and Standards of Professional Conduct
g 2: Guidance for Standards I–VII reading 2: Guidance for Standards I–VII
Session 2: Ethical and Professional Standards in Practice Study Session 2: Ethical and Professional Standards
ng 3: Application of the Code and Standards Reading 3: Application of the Code and Standards
ng 4: Asset Manager Code of Professional Conduct Reading 4: Asset Manager Code of Professional Conduct
Session 3 : Behavioral Finance Study Session 3 : the Asset Management Industry and Professionalism
ng 5: The Behavioral Finance Perspective Reading 5: Overview of the Asset Management Industry and Portfolio Management
ng 6: The Behavioral Biases of Individuals reading 6: Professionalism in Investment Management
ng 7: Behavioral Finance and Investment Processes
Session 5 : Private Wealth Management (2) Study Session 5: Private Wealth Management (1)
ng 11: Concentrated Single Asset Positions Reading 10: Managing Individual Investor Portfolios
ng 12: Risk Management for Individuals Reading 11: Taxes and Private Wealth Management in a Global Context
Reading 12: Estate Planning in a Global Context
Session 6: Portfolio Management for Institutional Investors
ng 13: Managing Institutional Investor Portfolios Study Session 6: Private Wealth Management (2)
Reading 13: Concentrated Single Asset Positions
Reading 14: Risk Management for Individuals
Session 7: Applications of Economic Analysis to Portfolio Management Study Session 7: Portfolio Management for Institutional Investors
ng 14: Capital Market Expectations Reading 15: Managing Institutional Investor Portfolios
ng 15: Equity Market Valuation
Session 8: Asset Allocation and Related Decisions in Portfolio Management (1) Study Session 8: Applications of Economic Analysis to Portfolio Management
ng 16: Introduction to Asset Allocation Reading 16: Capital Market Expectations
ng 17: Principles of Asset Allocation Reading 17: Equity Market Valuation
Session 9: Asset Allocation and related decisions in portfolio management (2) Study Session 9: Asset Allocation and Related Decisions in Portfolio Management (1)
ng 18: Asset Allocation with Real-world constraints Reading 18: Introduction to Asset Allocation
ng 19: Currency Management: An Introduction Reading 19: Principles of Asset Allocation
ng 20: Market Indexes and Benchmarks
Study Session 10: Asset Allocation and related decisions in portfolio management (2)
Reading 20: Asset Allocation with Real-world constraints
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Reading 21: Currency Management: An Introduction
Reading 20: Market Indexes and Benchmarks
Session 10: Fixed Income Portfolio Management (1) Study Session 11: Fixed Income Portfolio Management (1)
ng 21: Introduction to Fixed-Income Portfolio Management Reading 22: Introduction to Fixed-Income Portfolio Management
ng 22: Liability-driven and index-based strategies Reading 23: Liability-driven and index-based strategies
Session 11: Fixed-Income Portfolio Management (2) Study Session 12: Fixed-Income Portfolio Management (2)
ng 23: Yield Curve Strategies Reading 24: Yield Curve Strategies
ng 24: Credit Strategies Reading 25: Fixed Income Active Management: Credit Strategies
Session 12: Equity Portfolio Management Study Session 13: Equity Portfolio Management (1)
ng 25: Equity Portfolio Management Reading 26: Introduction to Equity Portfolio Management
Reading 27: Passive Equity Investing
Session 13: Alternative Investments for Portfolio Management Study Session 15: Alternative Investments for Portfolio Management
ng 26: Alternative Investments Portfolio Management Reading 30: Alternative Investments Portfolio Management
Session 15: Risk Management Applications of Derivatives Study Session 17: Risk Management Applications of Derivatives
g 28: Risk Management Applications of Forward and Futures Strategies reading 32: Risk Management Applications of Forward and Futures Strategies
g 29: Risk Management Applications of Option Strategies reading 33: Risk Management Applications of Option Strategies
g 30: Risk Management Applications of Swap strategies reading 34: Risk Management Applications of Swap strategies
Session 16: Trading. Monitoring and Rebalancing Study Session 18: Trading
ng 31: Execution of Portfolio decisions reading 35: Execution of Portfolio Decisions
ng 32: Monitoring and rebalancing
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Call on the 11.2.2019, CFA Institute
revised readings:
Yield Curve Strategies
In the CFA III, ESG is covered in Fixed INcome ACtive Managment (vol 4, reading 25) with relative value
construction and ptfolio risk measures.
Also mentionend in Introduction to Equity Ptfolio Management: clients have some considerations regarding ESG
constraints.
the topic that is the more improtant in the Level 3 : Portfolio Mngt and Wealth Planning
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fessional
ative value
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