- CFA Exams
- 2025 Level I
- Topic 1. Quantitative Methods
- Learning Module 5. Portfolio Mathematics
Why should I choose AnalystNotes?
Simply put: AnalystNotes offers the best value and the best product available to help you pass your exams.
Learning Outcome Statements PDF Download
| 1. Portfolio Expected Value and Variance of Return calculate and interpret the expected value, variance, standard deviation, covariances, and correlations of portfolio returns | |
| 2. Covariance Given a Joint Probability Function calculate and interpret the covariance and correlation of portfolio returns using a joint probability function for returns | |
| 3. Shortfall Risk and Roy's Safety-First Criterion define shortfall risk, calculate the safety-first ratio, and identify an optimal portfolio using Roy's safety-first criterion |
I used your notes and passed ... highly recommended!
Lauren
My Own Flashcard
No flashcard found. Add a private flashcard for the module.
Add