cfa考纲2018v2019全国l318v19变化分析

1、CFA三变化对比（2018-继去年 行为金融（BehaviorFinance , 机构投资的组合管理（PortfolioManagementforInstitutionalInvestors经济分析的组合管理应用（Application of Management,ysis to 另类投资的组合管理（AlternativeInvestmentsforPortfolioManagementCFA三变化对比（2018-继去年 行为金融（BehaviorFinance , 机构投资的组合管理（PortfolioManagementforInstitutionalInvestors经济分析的组合管理应

2、用（Application of Management,ysis to 另类投资的组合管理（AlternativeInvestmentsforPortfolioManagement风险管理（RiskManagementSS16- 全球投资业绩标准（GlobalInvestmenttandards,职业道德（Ethicaland3：新增 32Study10：tudy 9 中的 Reading 18（原 Reading16）删除 1 条考纲；10固定收益组合管理e Portfolio Management, SS11-12）：12 中的Reading24（原Reading23）2 , 1412；修

3、改后的Study, 的名称改变， 从“ Trading, Monitoring radingtudy 18（16） 中删除一整职业道德（Study1 -StudyReading 5. Overview of the Asset Management Industry and describethestructureoftheassetmanagementdiscuss a portfolio management ownerss职业道德（Study1 -StudyReading 5. Overview of the Asset Management Industry and describet

4、hestructureoftheassetmanagementdiscuss a portfolio management ownersst supports achieving discusstheelementsofeffectiveReading6.alisminInvestments and how they establish trust; alismininvestmentmanagement;ions of and challenges for investment describeexplainStudy将“the Code of Ethics and Standards of

5、 InstituteCodeofEthicsand StandardsofProfes and Standards”al Conduct”改为“the al Conduct”或“the 资产配置（Study1. StudyReading9 中的Reading18（原Reading16）1roductiontoAssetdescribe elements of effective ernanceconsiderationsinasseternance and 2. StudyReading20MarketIndexesand固定收益组合管理（StudyStudyStudy中的Reading24（

6、Reading23）2Reading24.YieldCurveexplainhowtoexecuteacarryer-marketcurve权益组合管理（Study1 个2。修改后的StudyReadingroductiontoEquityPortfoliodescribetherolesofheoverall权益组合管理（Study1 个2。修改后的StudyReadingroductiontoEquityPortfoliodescribetherolesofheoveralldescribe the types e and costs ted with owning managing an

7、 equity portfolio and their potential effects on describethepotentialbenefitsofshareholderengagementandtheroleequitymanagermightplayinshareholderdescribe rationales for equity investment across the Reading27.PassiveEquitydiscuss considerations in choosing a ark sively equity comparedifferentapproach

8、estopassiveequitycompare the full replication, stratified ling, and approachesfortheconstructionofpassivelymanagedequitydiscuss potential causes of tracking error and methods to control errorforpassivelymanagedequityexplainofreturnandrisksivelymanagedequityReading28.ActiveEquityInvesting:comparefund

9、amentaliveapproachestoactivetheir tederrorforpassivelymanagedequityexplainofreturnandrisksivelymanagedequityReading28.ActiveEquityInvesting:comparefundamentaliveapproachestoactivetheir tedyzetop-downactivestrategies,includingtheirrationaleandyze factor-based active strategies, including their tedyze

10、 strategies, including their rationale and describe strategies based on istical arbitrage and describehowfundamentalactiveinvestmentstrategiesaredescribeiveactiveinvestmentstrategiesarediscussequityinvestmentstyleReading29.ActiveEquityInvesting:Portfoliodescribe elements of a managers investment t t

11、heportfolioconstructiondiscussapproachesforconstructingactivelymanagedequitydistinguish n Active Share and active risk and discuss how measurerelatestoamanagersinvestmentdiscusstheapplicationofriskbudgetingconceptsinportfoliodiscussriskmeasurerelatestoamanagersinvestmentdiscusstheapplicationofriskbudgetingconceptsinportfoliodiscussrisktareincorporatedinequityportfolioanddescribehowlimitssetonthesemeasuresaffectportfoliodiscusshow assets under itionsize,marketliquidity,portfolioturnoveraffectequityportfolioconstructiondiscuss the long-only, long , long/sho