Overview of Equity Portfolio Management (2024 Level III CFA® – Reading 14) |
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Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Level III: https://analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/ Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/ Prep Packages for the FRM® Program: FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/ 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. |