Index-Based Equity Strategies (2025 Level III CFA® – Portfolio Management – Learning Module 1)

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Portfolio Management Pathway
Learning Module 1 – Index-Based Equity Strategies
- LOS : Compare factor-based strategies to market-capitalization-weighted indexing.
- LOS : Compare different approaches to index-based equity strategies.
- LOS : Compare different approaches to index-based equity investing.
LOS : Compare the full replication, stratified sampling, and optimization approaches for the construction of index-based equity portfolios.
- LOS : Discuss potential causes of tracking error and methods to control tracking error for index-based equity portfolios.
- LOS : Explain sources of return and risk to an index-based equity portfolio.