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【2019最新】品职原创CFA三级Asset Allocation知识框架图,专治遗忘 | 品职学图

  • 原创 2019-06-04
  • 品职教育

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品职CFA框架图,如约而至,仍然不改初衷,希望帮到更多的考生,也代表着品职传递给学员的框架学习思维。

 

最初,框架图是两位老师,为了自己更好的理解和教学,给自己梳理的一份知识体系,全部的科目竟然就一点一点全部梳理完毕,成为一份完整的资料,也成为了品职强化串讲课的基础讲义。


强化串讲的内容,也是给前期自学的同学,在最后冲刺阶段提供的最优质的加速器。


品职官方出品的框架图似乎成为了一种象征性标志,在考场外面常见人手一本,见到框架图似乎见到战友和亲人一般,之前在品职校友会上,小编也发现还有人靠框架图做红线(“心机”小哥哥每周按时将公众号发出的框架图推送给姑娘),日常学术交流后两人最后走入了婚姻的殿堂。


也许,这也就是Hope&Love蕴含的意义吧。


CFA考试其实只是我们人生中的一件小事,框架图则更是如此,但是我们品职还是希望无论是对你的学习还是生活,我们用心整理的框架图都能起到相应的作用~

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资产配置的本质是构建投资组合,基金经理所要做的是确定两大要素:一是大类资产类型,二是权重。比如说:A基金经理为B客户配置10%的现金等价物,30%国内大盘股,25%国内小盘股,35%公司债。上述的现金等价物、国内大盘股、国内小盘股、公司债即为大类资产类型,10%、30%、25%、35%即为权重。


资产配置这门课在三级没有明确的权重,它隶属于PortfolioManagement and Wealth Planning这块内容,也就是三级中占比最高(35-40%)的一部分。从历年的考题数量来看,通常上下午加起来是出两道题,并且上、下午题出现的概率相同。


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