【CFA3】Private Wealth Management-3: Risk ManagementIT熊猫 信息技术行业 产品规划专家3 人赞同了该文章 目录 收起 1 Traditional and Economic(Holistic) B/S 2 Insurance 2.1 pricing life insurance 2.2 life insurance needs 3 Annuities 3.1 Parties to an annuity 3.2 Classification 3.3 ...
2、另类 - Hedge Fund Strategies 删除:describe how factor models may be used to understand hedge fund risk exposures; 3、私人财富管理 - Risk Management for Individuals 删除:discuss the financial stages of life for an individual; 删除:analyze and evaluate an insurance program; 4、机构财富管理 删除...
一、risk management 在CFA中,risk management是一个狭义的概念,即指资产管理公司对风险进行管控,其中包括Financial risk和Non-financial risk。 (一)finance相关risk 重点有Market risk,Credit risk和Liquidity risk。 (二)Non-financial 重点有Operation risk,Settlement risk和Model risk。 比较有趣的是Settlement risk...
1. Risk management is a process involving - The identification of exposures to risk;- The establishment of appropriate ranges for exposures (given a clear understanding of an entity's objectives and constraints);- The continuous measurement of these exposures (either present or contemplated);- The ...
删除:describe how factor models may be used to understand hedge fund risk exposures; 3.私人财富管理 - Risk Management for Individuals 删除:discuss the financial stages of life for an individual; 删除:analyze and evaluate an insurance program; ...
Risk Management for Individuals章节中删除两条考纲: discuss the financial stages of life for an individual; analyze and evaluate an insurance program; 建议:Private Wealth Management即便按照23年课程学习对于备考无太大影响。 Portfolio Management for Institutional Investors章节中删除一条考纲: ...
Portfolio management process Planning_Investment policy statement(IPS) preparation 明确客户的需求,包括客户的投资目标(e.g., return, risk tolerance)和限制条件(e.g., liquidity needs, time horizon, tax concerns),形成投资策略说明(investment policy statement) ...
Management style. Key personrisk. Reputation. Growth plans. Systems for risk management. Appropriateness of benchmarks. 费用⭐️ 涉及到钱的事,都是大事。LP把钱给GP,GP替LP打理,GP自然是要收费的。主要两个费用: 管理费(management fee):一般是按打理资产规模收,和业绩无关。但是有可能是按初期规模,...
3. 私人财富管理 - Risk Management for Individuals删除:discuss the financial stages of life for an individual;删除:analyze and evaluate an insurance program; 4. 机构财富管理删除:prepare the investment objectives section of an institutional investor’s investment policy statement; 5. 道德 - GIPS删除:...
二、FRM FRM，全称Financial Risk Manager，中文名称“金融风险管理师”，是由美国全球风险管理专业人士...