CFA 썸네일형 리스트형 AI: 74.c: The advantages and risks of ETFs Advantages of ETFs. The broad spectrum of ETFs may have some of the following advantages relative to other equity investments: ∙ ETFs provide an efficient method of diversification – one transaction yields exposure to a broad index or sector. ∙ ETFs trade in a similar fashion to traditional equity investments – through an exchange – and can be shorted or margined. ETFs can be traded throughout t.. 더보기 [CFA] ALTERNATIVE INVESTMENTS Study Session 18 Exam Focus "Alternative investments" collectively refers to the many asset classes that fall outside of the traditional definitions of stocks and bonds. "대안투자"는 전통적인 정의의 주식과 채권을 제외한 많은 자산 분류들을 집합적으로 일컫는 말이다. This category includes mutual funds, exchange-traded funds, real estate, venture capital, hedge funds, closely held companies, distressed securities, and commodities. 이 범주에는.. 더보기 AI: LOS 74.b: Strategies in Equity investment, ETFs, Traditional mutual funds, closed-end funds An investment company will define which investment strategy it aims to pursue for each equity mutual fund. There are many broadly defined strategies in equity investment: ∙ The style of an equity fund describes the basic characteristics of the underlying assets, such as growth versus value or large cap versus small cap. ∙ A sector strategy would have the investment fund concentrate its assets in.. 더보기 AI: LOS 74.a : Open-end & Closed-end fund, NAV of a fund LOS 74.a: Differentiate between an open-end and a closed-end fund, and explain how net asset value of a fund is calculated and the nature of fees charged by investment companies. - 개방형 펀드와 폐쇄형 펀드의 차이 - 순자산가치(NAV) 계산: assets – liabilities / the # of issued shares - 수수료 체계 Managed investment companies (mutual funds) are formed to collectively manage assets for a group of investors. Investment comp.. 더보기 이전 1 다음
