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CFA三级

CFA三级

包含CFA三级传统在线课程相关提问答疑;

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Example 9 (Mosaic Theory): John Doll is a research analyst for a hedge fund that also sells its research to aselect group of paying client investment firms. Doll’s focus is medical technologycompanies and products, and he has been in the business long enough and has been successfulenough to build up a very credible network of friends and experts in the business.Doll has been working on a major research report recommending Boyce Health, a medicaldevice manufacturer. He recently ran into an old acquaintance at a wedding who isa senior executive at Boyce, and Doll asked about the business. Doll was drawn toa statement that the executive, who has responsibilities in the new products area,made about a product: “I would not get too excited about the medium-term prospects;we have a lot of work to do first.” Doll incorporated this and other information aboutthe new Boyce product in his long-term recommendation of Boyce. 请问这个有无违反道德准则呢,书上未正面回答,谢谢老师。

已解决

Example 9 (Mosaic Theory): John Doll is a research analyst for a hedge fund that also sells its research to aselect group of paying client investment firms. Doll’s focus is medical technologycompanies and products, and he has been in the business long enough and has been successfulenough to build up a very credible network of friends and experts in the business.Doll has been working on a major research report recommending Boyce Health, a medicaldevice manufacturer. He recently ran into an old acquaintance at a wedding who isa senior executive at Boyce, and Doll asked about the business. Doll was drawn toa statement that the executive, who has responsibilities in the new products area,made about a product: “I would not get too excited about the medium-term prospects;we have a lot of work to do first.” Doll incorporated this and other information aboutthe new Boyce product in his long-term recommendation of Boyce. 请问这个有无违反道德准则呢,书上未正面回答,谢谢老师。

已回答

Example 9 (Mosaic Theory): John Doll is a research analyst for a hedge fund that also sells its research to aselect group of paying client investment firms. Doll’s focus is medical technologycompanies and products, and he has been in the business long enough and has been successfulenough to build up a very credible network of friends and experts in the business.Doll has been working on a major research report recommending Boyce Health, a medicaldevice manufacturer. He recently ran into an old acquaintance at a wedding who isa senior executive at Boyce, and Doll asked about the business. Doll was drawn toa statement that the executive, who has responsibilities in the new products area,made about a product: “I would not get too excited about the medium-term prospects;we have a lot of work to do first.” Doll incorporated this and other information aboutthe new Boyce product in his long-term recommendation of Boyce. 老师,这是原版书一道case,请问这个到底是有无违反道德准则呢,原版书没有直接正面回应有没有违反。谢谢。

已回答

请问casebook哪里可以拿到?

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请问问题多久后回复呢,谢谢。

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祝我好运吧

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个人IPS中 如果将Nominal pre-tax return 调成 Real after-tax return,是先调节Inflation 还是先调节tax,公式应该是怎样的?

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急!请问(1)puttable bond duration对比普通bond 长或短?(2)为什么higher coupon rate bond duration较短?谢谢

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补充书后题R23第20题,可否加总三个portfolio的shift*PVBP再比较大小?

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补充书后题R23第17题,strategy1可以算是riding yield curve吧,strategy2是降低凸性,两个应该都outperform吧?如何选择

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