• Introduction to CFA Level III Formula Sheet Equations and Latex Code-Portfolio Management

    rockingdingo 2024-01-30 #Portfolio Management #CFA III #AI course

    In this blog, we will summarize the latex code for equations and the formula sheet of CFA Level III exam- Section Portfolio Management. Topics include important concepts, formulas of portfolio management, including Total Wealth, Weight of risky asset in the portfolio, Effective Annual Rate EAR, Marginal contribution to total risk MCTR, Actual contribution to total risk ACTR, Percentage of risk contributed by position, Ratio of excess return to MCTR, The Fama-French model, Objective function to maximize utility, Expected after tax return of a bond, Expected after tax return of equities, Expected after tax standard deviation, and After tax rebalancing range. Tag: Portfolio Management,CFA III,AI course

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  • Introduction to CFA Level II Formula Sheet Equations and Latex Code-QUANTITATIVE and ECONOMICS

    rockingdingo 2024-01-30 #CFA #CFA II #AI Courses

    In this blog, we will summarize the latex code for equations and formula sheet of CFA Level II exam, Formula Sheet Equations and Latex Code. Topics include QUANTITATIVE METHODS, such as LINEAR REGRESSION, MULTIPLE REGRESSION, TIME SERIES ANALYSIS, Machine Learning, ECONOMICS, Exchange rate, Covered interest rate parity, Uncovered interest rate parity, Relative purchasing power parity, Fisher and international Fisher effects, FX carry trade, Mundell-Fleming model, ECONOMIC GROWTH, Growth accounting equation, Labor productivity growth accounting equation, Classical growth model (Malthusian model), Neoclassical growth model (Solow’s model), Endogenous growth model, Convergence, ECONOMICS OF REGULATION. The data source of this blog is summarized from WILEY’S CFA PROGRAM LEVEL II quicksheet.

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  • Introduction to CFA Level I Formula Sheet Equations and Latex Code-QUANTITATIVE ECONOMICS and FINANCIAL REPORTING

    rockingdingo 2024-01-30 #CFA #CFA I #AI Courses

    In this blog, we will summarize the latex code for equations of CFA Level I exam, Formula Sheet Equations and Latex Code, and provide Chatbot as AI Assistant to facilitate your reading. You can ask question like what is "Real GDP" in the chatbox. Topics in the blog include three major parts of CFA Level I exam: QUANTITATIVE, ECONOMICS and FINANCIAL REPORTING. Detailed topics include THE TIME VALUE OF MONEY, Future Value, Present Value, Effective Annual Rate, Continuous Compounding, Ordinary Annuity, Annuity Due, Perpetuity, STATISTICAL CONCEPT AND MARKET RETURNS, Fisher Skewness, Kurtosis, Two-asset portfolio, Three-asset portfolio, Microeconomics, Simple Interest, Effective Rate, Future Value of Ordinary Annuities, Annuities Due, Present Value of Ordinary Annuities, Allocative Efficiency Condition, Average Fixed Cost; Macroeconomics Investment, Aggregate Expenditure Without Government or Foreign Sectors, Marginal Propensity to Consume MPC, Marginal Propensity Save MPS, Sum of Marginal Propensity to Save and Marginal Propensity to Consume, Autonomous Spending Multiplier, Balanced Budget Multiplier, Banks Reserve Ratio, Nominal Interest Rate, Real GDP, Real Interest Rate, Tax Multiplier, Unemployment Rate. FINANCIAL REPORTING and ANALYSIS, Basic EPS, Diluted EPS, Balance Sheet, Free Cash Flow to the Firm, Cash Flow Performance Ratio, Cash Flow To Revenue Ratio, Cash Return On Assets, Cash Return On Assets, Cash Return On Equity, Activity Ratio, Inventory Turnover, Days of Inventory On Hand (DOH), Receivables Turnover, Days of Sales Outstanding, etc.

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