Finance · CFA Level 1

CFA Level 1 Portfolio Management

Portfolio theory, risk and return, and asset allocation concepts tested on CFA Level 1.

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What is portfolio management?
The process of combining assets to achieve an investor's risk and return objectives.
What effect does diversification have on unsystematic risk?
It reduces or eliminates unsystematic risk.
What is systematic risk?
Risk inherent to the entire market that cannot be eliminated through diversification.
What is unsystematic risk?
Risk specific to an individual company or industry that can be eliminated through diversification.
How is an asset's total risk decomposed?
Total risk equals systematic risk plus unsystematic risk.
What does beta measure?
An asset's systematic risk relative to the overall market.
Under the CAPM, expected return equals the risk-free rate plus beta times the ____.
market risk premium
In the CAPM formula, what does the risk-free rate represent?
The return on an asset with no default or reinvestment risk, the baseline compensation for time.
What is the market risk premium?
The expected market return minus the risk-free rate.
What does the Security Market Line (SML) plot?
Expected return against beta for individual securities or portfolios.
What does the Capital Market Line (CML) plot?
Expected return against standard deviation for efficient portfolios combining the risk-free asset and the market portfolio.
What is the Capital Allocation Line (CAL)?
A line showing risk-return combinations from mixing a risk-free asset with a single risky portfolio.
What is the efficient frontier?
The set of portfolios offering the highest expected return for each level of risk.
What is the minimum-variance portfolio?
The portfolio on the efficient frontier with the lowest possible risk.
What is the optimal risky portfolio also called?
The tangency portfolio, where the CAL is tangent to the efficient frontier.

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