Jamie Pyles,a portfolio management trainee for a money management firm,is trying to create a client base.He phones prospective clients,telling them that he is a portfolio manager.He informs prospective clients that based on the last five ye

Peter Morris is a senior portfolio manager at Robearn Investments.As part of his role he often makes internal presentations at Robearn concerning current market conditions and his view on the various companies in the sector that he covers.D

Clifford Roach is a portfolio manager for Ginger Investments.Historically Roach has been paid a constant percentage of assets under management for his service,however after a recent change in the compensation structure at Ginger,Roach is be

Oscar Moon is an employee at a credit ratings agency,and has created a computer model for valuation of complex asset backed securitized products.The scenarios that Moon uses as the inputs for the model ignore any negative situations of dete

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让我们聊一聊令你纠结的备考 CFA 资料许多参加CFA考试的学员都很依赖Study Notes,以Study Notes提供的方法和指明的重点学习研究每个LOS，然后再阅读CFA教材中的例子、资料作为学习补充。

昨天说了让初学者们头疼的专业词汇，提醒考生们不仅要掌握金融知识，还有匹配相应的英文阅读能力。很多考生很少接触全英文的考试，心里难免会有所顾虑。今天来讲讲金融英语该

01 信用违约互换本质上是保险合同，即当信用违约发生时，信用保护买方从信用保护的卖方获得补偿。为了获得这个保障，信用保护买者需要支付给卖者一定的溢价，这个溢价就叫做信

2017年 CFA 备考进行时，很多小伙伴反映在CFA的学习中遇到很多公式，尤其是CFA一级财报分析中的公式多且繁杂。那么，这么多公式该怎么记住呢？ 主编表示，CFA备考中遇到的公式既要死