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CFA Level III

Welcome to the CFA Level III page.  From time to time I’ll post articles on items that I believe will be of particular help to Level III CFA candidates. If you’d like help on a topic that isn’t on the list, send me a comment (be sure to include that it’s for Level III) and I’ll get to it as soon as I can.

Level III Articles:

  • General
    • Allocating Your Time
    • Cash (Currency): the Wonky Commodity
    • Correlation . . . of, What, Exactly?
    • How to Approach the Level III CFA Exam
    • Linear Interpolation/Extrapolation
    • Sloppy Language, Sloppy Thinking: Don’t Try This at Home
    • What’s the Point?
  • Ethics
    • Ethics – a Quick (?) Overview
  • Behavioral Finance
  • Private Wealth Management
    • Inflation in Required Rate of Return – to Tax, or Not to Tax?
    • Prepaid Variable Forward (PVF)
    • Tax Regimes
  • Institutional Investors
    • Leverage-Adjusted Duration Gap (LADG)
  • Capital Market Expectations
    • Grinold-Kroner Model
    • Singer-Terhaar Model
  • Economic Concepts
    • Cobb-Douglas Production Function
  • Asset Allocation
    • Cash Flow Matching
    • Cross Hedge vs. Proxy Hedge
    • More Currency Exchange Rate Stuff
    • Roll Yield (Roll Return)
  • Fixed Income Portfolio Management
    • Classical Immunization
    • Contingent Immunization
    • Inter-Market Curve Positioning
    • Option-Adjusted Spread (OAS)
    • Yield Curve Strategies – General
      • Yield Curve Strategies – Static Yield Curve
      • Yield Curve Strategies – Dynamic Yield Curve
  • Equity Portfolio Management
  • Alternative Investments
    • Roll Yield (Roll Return)
  • Derivatives
    • Adjusting the Allocation of an Equity/Fixed Income Portfolio using Equity/Bond Futures
    • Adjusting the Value/Beta of an Equity Portfolio using Equity Futures
    • Adjusting the Value/Duration of a Fixed Income Portfolio using Bond Futures
    • Currency Management Basics
    • Delta Hedging
    • Dollar Duration and Dollar Beta
    • FX Swaps
    • Getting from Here to There
    • Option Greeks
    • Option Strategies
      • Bear Spread
      • Box Spread
      • Bull Spread
      • Butterfly Spread
      • Collar
      • Covered Call
      • Inverse (Short) Straddle
      • Protective Put
      • Seagull Spreads
        • Long Bullish Seagull Spread
        • Short Bullish Seagull Spread
        • Long Bearish Seagull Spread
        • Short Bearish Seagull Spread
      • Short Butterfly Spread
      • Short Strangle
      • Straddle
      • Strangle
    • The Synthetics: Cash, Equity, and Fixed Income
    • Variance Swaps
  • Trade Execution, Monitoring, and Rebalancing
    • Implementation Shortfall
    • Rebalancing Strategies: Buy-and-Hold vs. Constant-Mix vs. Constant-Proportion Portfolio Insurance (CPPI)
  • Evaluation and Attribution
    • Benchmarks
    • Equity Return Attribution
  • GIPS®
  • Proposed Articles

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    A few months ago, a colleague recommended that I try Bill Campbell’s classes for the essay part of the exam. His feedback on the mock-exams and tips were instrumental in helping me pass the exam at last. Bill is extremely knowledgeable, wise & patient and a pleasure to work with. His materials were great, particularly the mocks that were rather challenging, but arm you for the worst and make the actual exam a breeze. I hope that you will have the pleasure and privilege of working with him as well.

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    Aleksandar Zavišić
    Ilirika Investments

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  • Recent Posts

    • Valuing Risky Bonds
    • Yield Curve Strategies – Dynamic Yield Curve
    • Yield Curve Strategies – Static Yield Curve
    • Dividend Discount Models
    • Equity Valuation Models
    • Short Butterfly Spread
    • Short Strangle
    • Inverse (Short) Straddle
    • Yield Curve Strategies – General
    • Tax Bases
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