comprehensive guide to CFA EXAM success: strategies, study plans, and essential resources

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Level I CFA®

,SCHWESERNOT ES™ 2024 LEVEL I CFA® BOO K 2: PORTFOLIO M ANAGEMENT
SCHWESERNOTES™ ANAGEMENT (PART
(PART O NE) AND
ISSUERS

©2023 Kaplan, Inc. All rights reserved.

Published in 2023 by Kaplan, Inc.

ISBN: 978-1-0788-3537-4



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, CONTENTS

Learning Outcome Statements (LOS)

PORTFOLIO
PORTFOLIO MANAGEMENT
MANAGEMEN T (P
(PART
ART ONE)
ONE )

READING 20
Portfolio Risk and Return: Part I
Module 20.1:
20.1: Historical Risk and Return
Module 20.2: Risk Aversion
Module 20.3: Portfolio Standard Deviation
Module 20.4: The Eficient Frontier
Key Concepts
Answer Key for Module Quizzes

READING 21
Portfolio Risk and Return: Part II
Module 21.1: Systematic Risk and Beta
Module 21.2: The CAPM and the SML
Key Concepts
Answer Key for Module Quizzes

CORPORATE ISSUERS

READING 22
Organizational Forms, Corporate Issuer Features, and Ownership
Module 22.1: Features of Corporate Issuers
Key Concepts

Answer Key for Module Quizzes
READING 23
Investors and Other Stakeholders
Module 23.1: Stakeholders and ESG Factors
Key Concepts

Answer Key for Module Quizzes