Overview of Fixed-Income Portfolio Management (2024 Level III CFA® Exam - Reading 10)

Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: analystprep.com/shop/cfa-leve...
Level II: analystprep.com/shop/learn-pr...
Level III: analystprep.com/shop/cfa-leve...
Levels I, II & III (Lifetime access): analystprep.com/shop/cfa-unli...
Prep Packages for the FRM® Program:
FRM Part I & Part II (Lifetime access): analystprep.com/shop/unlimite...
Topic 4 - Fixed-Income Portfolio Management
Reading 10 - Overview of Fixed-Income Portfolio Management
LOS : Discuss roles of fixed-income securities in portfolio and how fixed income mandates may be classified.
LOS : Describe fixed-income portfolio measures of risk and return as well as correlation characteristics.
LOS : Describe bond market liquidity, including the differences among market sub-sectors, and discuss the effect of liquidity on fixed-income portfolio management.
LOS : Describe and interpret a model for fixed income returns.
LOS : Discuss the use of leverage, alternative methods for leveraging, and risks that leverage creates in fixed-income portfolios.
LOS : Discuss differences in managing fixed-income portfolios for taxable and tax-exempt investors.

[@skoopqueen]

For anyone looking to make their money work smarter, fixed income investments are a key piece of the puzzle. Don't underestimate the power of stability and reliable returns in your financial journey! 🌟I wasn't financially free until my 40s, and I'm still in my 40s. I've bought my second house, earn on a monthly basis through passive income, and achieved 4 out of 5 goals. Investing was the wise decision I made

[@skoopqueen]

okay, so generally speaking, investing calls for more knowledge. For this reason, it's crucial to have a strong support system (financial counselor) to lead you through, particularly while choosing assets. I work with (REGINA LOUISE COLLARO) a registered wealth manager and investment advisor. For the record, it has been the best experience for my finances. You may have heard of her because of how well-known her services are. She helped me become financially solid through investment, and now I profit from her passive income strategies on a monthly basis.Therefore, I'll suggest that you choose a reliable investment advisor for yourself

[@donaldgaff2271]

Hey Queen,I value your recommendations . It's challenging to locate a trustworthy person. I could really use your investment advisor after seeing how much money you've made through investing. If you don't mind revealing her information, that is.

[@skoopqueen]

Regina Louise Collaro is based in the United States and can work with anybody wherever they stay. If you would like more information in reaching her, you can conduct a search online.

[@ugojazzy7812]

personally, I'm blessed and realizing I'm not the only one working with Regina Louise Collaro. I will consider myself lucky. I've been able to feed and make a living through her advice and great work. For such a person as Regina, I owe her gratitude, support and endless prayers as it is not easy to gain access to such a competent and reliable adviser. Who isn't just wise but has all it takes to handle an investment and is good at what she does..

[@Alexedmartin.]

I have had the intentions of starting investing. But I always thought it was late and I think I need to stop procrastinating. I will definitely 🔍 Regina Louise Collaro and see what she can advise .Thanks a lot . This was of so much help to me

[@Ankitsharma-sd7mi]

Awesome videos . Really helpful to me as I am doing self study for level 3 along with job. Just want to know did you upload all fixed income videos?. If not please upload all fixed income as this is my weakest point in level 2.

[@analystprep]

Yes, we did! It's much easier in level III, however!

[@ankitagarwal2562]

Hi James, Thank you so much for such a fantastic Level 2 video. I studied all the videos before my L2 attempt and managed to ace through, thanks again. Just wanted to check if it would be possible to upload CFA L3 content before the mid-Feb 2023. Will be extra confident if we get to study from your videos. Appreciate your kind effort for us students.

[@loganmoulton8562]

Agreed - Would pay for this! Thank you

[@ankitagarwal2562]

@@loganmoulton8562 I have listened to him long and even communicated with James once. What drives him is his love for the subject!

[@analystprep]

Thank you for the kind words. We will not be able to finish all topics for Feb 2023, but we will try to released as many videos as possible leading up to the exam.

[@ankitagarwal2562]

@@analystprep Ok, Noted. We just want to have confidence gained from your videos before attempting our L3 attempt. Awaiting future upload soon. Thanks a lot!

[@orkhanhuseynbayli882]

@@analystprep I would also very much appreciate cfa level 3 videos before February 2023! Many many thanks for the videos.

[@lenaj7811]

Thank you for the video! The content quality is super good! Hope to have the following videos very soon :)

[@analystprep]

Glad you like them! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a review here: trustpilot.com/review/analystprep.com

[@johncena3216]

20:30 Bond price is inversely related to yield? Am I or he mistaken? Isnt it inversely related to interest rate? It stands to reason higher yield makes a bond more sought after

[@dawndishsoap1954]

higher risk = higher yield

[@jasonmao1639]

Can you prioritize videos on fixed income? Yield strategies and credit strategies :)

[@analystprep]

We should be in a position to post some of those videos next week!