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All 535 results

Continuing Education Credits · What is CE Credit?

535 results for

  • Performance Measurement and Evaluation
  • Clear All
1 CE Credit (including 0 SER)
Article

Estimating Time-Varying Factor Exposures (Fourth Quarter 2017)

CFA Institute: Financial Analysts Journal Andrew Ang | Ananth Madhavan | Aleksander Sobczyk
Topics:
  • Equity Investments: Equity Market Valuation and Return Analysis
  • Performance Measurement and Evaluation: Performance Attribution
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures
0 CE Credits (including 0 SER)
Article

Fund Performance and Equity Lending: Why Lend What You Can Sell? (1 August 2017)

CFA Institute: CFA Digest Richard Evans | Miguel A. Ferreira | Melissa Porras Prado Reviewed by: Yaw Mante, CFA (Reviewer)
Topics:
  • Equity Investments: Equity Markets - Characteristics, Institutions, and Benchmarks
  • Performance Measurement and Evaluation: Performance Attribution
  • Portfolio Management: Mutual Funds, Pooled Funds, and Exchange-Traded Funds (ETFs)
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures
0 CE Credits (including 0 SER)
Article

Style Drift: Evidence from Small-Cap Mutual Funds (1 August 2017)

CFA Institute: CFA Digest Charles Cao | Peter Iliev | Raisa Velthuis Reviewed by: Michal Szudejko, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Benchmark Selection · Performance Attribution
  • Portfolio Management: Equity Portfolio Management Strategies · Investment Manager Selection
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures
0 CE Credits (including 0 SER)
Article

The Case against Time-Weighted Return for Alternative Investments (1 August 2017)

CFA Institute: CFA Digest Timothy F. Peterson, CFA, CIPM Reviewed by: Servaas Houben, CFA (Reviewer)
Topics:
  • Alternative Investments: Types of Alternative Investments and Their Characteristics
  • Performance Measurement and Evaluation: CFA Institute Local Regulations (Presentation of Performance Results) · Return Measures (Arithmetic, Geometric, Time Weighted, Dollar Weighted)
  • Portfolio Management: Alternative Investment Portfolio Management Strategies
1 CE Credit (including 0 SER)
Article

Stick to the Fundamentals and Discover Your Peers (Third Quarter 2017)

CFA Institute: Financial Analysts Journal Jens Overgaard Knudsen | Simon Kold | Thomas Plenborg
Topics:
  • Equity Investments: Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities
  • Performance Measurement and Evaluation: Peer Group Comparisons (i.e., Distinguished from Benchmark Comparisons)
0 CE Credits (including 0 SER)
Webcast / Podcast

CFA Institute Annual Conference Virtual Link (13 June 2017)

CFA Institute CFA Institute Annual Conferences: 2017 CFA Institute Annual Conference
Topics:
  • Alternative Investments
  • Behavioral Finance
  • Corporate Finance
  • Derivatives
  • Economics
  • Equity Investments
  • Financial Statement Analysis
  • Fixed Income
  • Leadership, Management, and Communication Skills
  • Performance Measurement and Evaluation
  • Portfolio Management
  • Private Wealth Management
  • Quantitative Methods
  • Risk Management
  • Standards, Ethics, and Regulations (SER)
1 CE Credit (including 0 SER)
Article

Do Social Responsibility Screens Matter When Assessing Mutual Fund Performance? (Third Quarter 2017)

CFA Institute: Financial Analysts Journal Marie Brière | Jonathan Peillex | Loredana Ureche-Rangau
Topics:
  • Behavioral Finance: Individual Investor Behavioral Biases
  • Performance Measurement and Evaluation
  • Portfolio Management: Environmental, Social, and Governance (ESG) Investing and Faith-Based Finance · Equity Portfolio Management Strategies
1 CE Credit (including 0 SER)
0 CE Credits (including 0 SER)
Article

Fixing the Peer Group Problem (1 June 2017)

CFA Institute: CFA Institute Magazine Antti Raappana, CFA | Kimmo Kurki | Fernand Schoppig | Barry Gillman, CFA
Topics:
  • Performance Measurement and Evaluation: Peer Group Comparisons (i.e., Distinguished from Benchmark Comparisons)
5 CE Credits (including 0 SER)
Article

投资管理人的选择 (1 June 2017)

Research Foundation of CFA Institute: Research Foundation Publications Scott D. Stewart, CFA
Topics:
  • Performance Measurement and Evaluation: Performance Attribution
  • Portfolio Management: Investment Manager Selection
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures · Wealth Management Process
3 CE Credits (including 0 SER)
1 CE Credit (including 0 SER)
Article

Market Indexes and Benchmarks (2018)

CFA Institute: Refresher Readings
Topics:
  • Equity Investments: Equity Markets - Characteristics, Institutions, and Benchmarks
  • Performance Measurement and Evaluation: Benchmark Selection
  • Portfolio Management: Equity Portfolio Management Strategies