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1. Capital Market Expectations, Part 1-Framework and Macro Considerations
- d. Discuss the application of economic growth trend analysis to the formulation of capital market expectations
4. Principles of Asset Allocation
- a. describe and evaluate the use of mean–variance optimization in asset allocation
26. Case Study in Portfolio Management-Institutional
- g. discuss ESG considerations in managing long-term institutional portfolios
1. The Behavioral Biases Of Individuals
- a. compare and contrast cognitive errors and emotional biases
- b. discuss commonly recognized behavioral biases and their implications for financial decision making
- c. identify and evaluate an individual’s behavioral biases
2. Behavioral Finance And Investment Processes
- a. explain the uses and limitations of classifying investors into personality types
- b. discuss how behavioral factors affect adviser–client interactions
- c. discuss how behavioral factors influence portfolio construction
- d. explain how behavioral finance can be applied to the process of portfolio construction
- e. discuss how behavioral factors affect analyst forecasts and recommend remedial actions for analyst biases
- f. discuss how behavioral factors affect investment committee decision making, and recommend techniques for mitigating their effects
- g. describe how behavioral biases of investors can lead to market characteristics that may not be explained by traditional finance