Level II Alternative Investments

Access to all Level II alternative investments articles until the next Level II exam date

Roll Yield (Roll Return)

Posted by Bill Campbell III, CFA on June 14, 2017
Posted in: Level I Alternative Investments, Level I Derivatives, Level II Alternative Investments, Level II Derivatives, Level III Alternative Investments, Level III Asset Allocation.

The idea of roll yield – or roll return, same thing – is relatively straightforward: it’s part of the increase or decrease in the value of your portfolio that arises specifically when you roll over an expiring futures or forward contract into a new contract.  The other parts of that increase or decrease are the […]

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Venture Capital Method (Funding)

Posted by Bill Campbell III, CFA on May 29, 2014
Posted in: Level II Alternative Investments.

The venture capital  (VC) method is an idea with which candidates often struggle, but it’s not nearly as difficult as some people would have you believe.  (I know: I say that a lot.  This time, however, it’s true).  I’ll cover a single round of funding, then multiple rounds of funding, and will include the IRR […]

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CFA® Level II Membership

This will give you access to this and all other articles at that membership level.