Explorez tous les épisodes du podcast Analyst Dojo: CFA® Level I Lessons

Portfolio Management · Behavioral biases. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/behavioral-biases/behavioral-finance-and-market-anomalies Next lesson: What risk management is, and the risk management framework CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · Behavioral biases. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/behavioral-biases/emotional-biases-loss-aversion-and-overconfidence Next lesson: How biases show up in markets: momentum, bubbles and value CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · Behavioral biases. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/behavioral-biases/cognitive-errors-belief-perseverance-and-processing Next lesson: Emotional biases: loss aversion, overconfidence and four more CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · Behavioral Biases. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/behavioral-biases/cognitive-errors-vs-emotional-biases Next lesson: Cognitive errors: belief perseverance and information processing CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · An Overview. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/portfolio-management-overview/mutual-funds-and-pooled-investment-products Next lesson: The investment policy statement (IPS) CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · An overview. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/portfolio-management-overview/asset-management-industry Next lesson: Mutual funds, ETFs and other pooled investment products CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · An overview. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/portfolio-management-overview/types-of-investors-db-and-dc-pension-plans Next lesson: The asset management industry CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · An overview. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/portfolio-management-overview/steps-in-the-portfolio-management-process Next lesson: Types of investors, and DB vs DC pension plans CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · An overview. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/portfolio-management-overview/portfolio-approach-to-investing Next lesson: The three steps of the portfolio management process CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · Portfolio risk and return I. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/risk-return-and-diversification/capital-allocation-line-and-optimal-portfolio Next lesson: The capital market line CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · Portfolio risk and return I. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/risk-return-and-diversification/efficient-frontier-and-global-minimum-variance-portfolio Next lesson: The capital allocation line and the optimal portfolio CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · Portfolio risk and return I. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/risk-return-and-diversification/two-asset-portfolio-variance-and-correlation Next lesson: The efficient frontier and the global minimum-variance portfolio CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · Portfolio risk and return I. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/risk-return-and-diversification/risk-aversion-and-utility Next lesson: Portfolio variance, covariance and correlation CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Portfolio Management · Portfolio risk and return I. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/portfolio-management/risk-return-and-diversification/asset-class-returns-and-risk Next lesson: Risk aversion, utility and indifference curves CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Introduction to Digital Assets. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/digital-assets/digital-asset-risk-return-and-diversification Next lesson: How the major asset classes compare on return and risk CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Introduction to Digital Assets. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/digital-assets/digital-asset-investment-forms Next lesson: Digital assets: risk, return and diversification CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Introduction to Digital Assets. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/digital-assets/digital-asset-investment-features Next lesson: Ways to invest in digital assets: direct and indirect CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Introduction to Digital Assets. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/digital-assets/distributed-ledger-technology Next lesson: How digital assets differ from stocks, bonds and currencies CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Natural Resources. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/natural-resources/natural-resources-risk-return-and-diversification Next lesson: What a hedge fund is, and how it differs from other funds CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Natural Resources. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/natural-resources/commodity-investment-forms-and-pricing Next lesson: Natural resources: risk, return, inflation hedging and diversification CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Natural Resources. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/natural-resources/farmland-timberland-and-raw-land Next lesson: Commodities: sectors, ways to invest, contango and backwardation CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Private capital. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/private-capital/private-capital-diversification Next lesson: Real estate: features and ways to invest (direct, REITs, funds) CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Private capital. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/private-capital/private-debt Next lesson: Private capital in a portfolio: risk, return, vintage years and diversification CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Private capital. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/private-capital/private-equity-exit-strategies Next lesson: Private debt: direct lending, mezzanine, venture and distressed debt CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Private capital. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/private-capital/private-equity-strategies Next lesson: How private equity exits: trade sale, IPO, SPAC and more CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Features and structures. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/features-and-structures/alternative-investment-fees Next lesson: Why alternative investment performance is hard to judge CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Features and structures. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/features-and-structures/limited-partnership-structure Next lesson: Fees and waterfalls: hurdle, catch-up, high-water mark, clawback CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Features and structures. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/features-and-structures/fund-co-investment-and-direct-investment Next lesson: Ownership structures: general and limited partners CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Alternative Investments · Features and structures. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/alternative-investments/features-and-structures/alternative-investment-features-and-categories Next lesson: Fund investing vs co-investing vs direct investing CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Equity research reports. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/equity-research-reports/why-analysts-value-estimates-differ Next lesson: Estimating the cost of equity with the CAPM and the market model CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Equity research reports. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/equity-research-reports/sell-side-buy-side-and-activist-short-research Next lesson: Why two analysts using the same model get different values CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Equity research reports. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/equity-research-reports/company-research-report-and-business-model Next lesson: Sell-side, buy-side and activist short-seller research CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Industry and competitive analysis. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/industry-analysis/pestle-and-the-innovation-matrix Next lesson: Competitive strategy: cost leadership, differentiation and focus CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Industry and competitive analysis. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/industry-analysis/porters-five-forces-and-pestle Next lesson: PESTLE and the innovation matrix CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Industry and competitive analysis. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/industry-analysis/industry-size-growth-and-concentration Next lesson: Porter's Five Forces and economic moats CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Industry and competitive analysis. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/industry-analysis/industry-classification-systems Next lesson: Industry size, growth, profitability and concentration CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Industry and competitive analysis. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/industry-analysis/why-and-how-to-analyze-an-industry Next lesson: Industry classification: GICS, ICB, TRBC and other groupings CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Relative valuation. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/relative-valuation/trailing-current-and-forward-multiples Next lesson: Why build a disaggregated model, and at what level of detail CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Relative valuation. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/relative-valuation/choosing-a-peer-group Next lesson: Trailing, current and forward multiples CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Relative valuation. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/relative-valuation/enterprise-value-multiples Next lesson: Choosing a peer group for multiples CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Relative valuation. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/relative-valuation/price-multiples-enterprise-value-and-asset-based-valuation Next lesson: Enterprise value multiples CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Relative Valuation. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/relative-valuation/comparables-and-forecasted-fundamentals Next lesson: Price multiples: P/E, earnings yield, P/S, P/B and dividend yield CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Introduction to equity valuation. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/introduction-to-equity-valuation/book-value-market-cap-and-enterprise-value Next lesson: Dividend discount and free-cash-flow-to-equity models CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Introduction to equity valuation. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/introduction-to-equity-valuation/intrinsic-value-and-valuation-model-categories Next lesson: Book value, market capitalization and enterprise value CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Introduction to equity valuation. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/introduction-to-equity-valuation/price-value-and-perceived-value Next lesson: Equity valuation models: present value, asset-based and relative CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Equity issuance and trading. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/equity-issuance-and-trading/types-of-equity-indexes Next lesson: Dividends, share repurchases, stock splits and the dividend timetable CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Equity issuance and trading. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/equity-issuance-and-trading/liquidity-float-and-average-daily-volume Next lesson: Types of equity indexes CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Equity issuance and trading. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/equity-issuance-and-trading/exchange-off-exchange-and-otc-trading Next lesson: Liquidity: market float, average daily volume and turnover CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Equity issuance and trading. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/equity-issuance-and-trading/primary-and-secondary-markets Next lesson: Where shares trade: exchanges, off-exchange and over the counter CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Equities · Equity instrument features. Read by an AI voice. The lesson page, its interactive solver and the quiz: https://analystdojo.com/level-1/equity/equity-instrument-features/public-vs-private-equity Next lesson: Share classes and voting rights: dual class structures and differential voting shares CFA Institute does not endorse, promote or warrant the accuracy or quality of Analyst Dojo. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.