Alternative Assets
9 chapters
📊 Investment Management
Learn about investment banking, portfolio management, trading strategies
Ebooks
Banking 101
9 chapters
Bond Portfolio Benchmarks
6 chapters
CAPM and Multi-factor Models
9 chapters
Code of Ethics and Standards of Professional Conduct
This course is a part of CFA Level I study material.
10 chapters
Hedge Funds
7 chapters
Investment Services Industry
7 chapters
Mergers & Acquisitions
9 chapters
Options Strategies
4 chapters
Portfolio Management
29 chapters
Private Equity
7 chapters
Real Estate Investments
6 chapters
Risk Management in Trading Activities
11 chapters
Technical Analysis
5 chapters
The Foreign Exchange Market
11 chapters
Understanding Portfolio Math
8 chapters
Articles
July 1, 2023
What is Decentralized Finance (DeFi)
February 23, 2022
What is Microfinance
February 10, 2022
Five Stages of Venture Capital Funding
February 2, 2022
An Introduction to Angel Investing
January 5, 2022
The Crowdfunding Process
January 5, 2022
Crowdfunding in Real Estate Investments
January 5, 2022
CrowdStreet Platform for Real Estate Investing
January 4, 2022
Types of Crowdfunding
January 4, 2022
What is Crowdfunding
September 10, 2020 · Chapter
Ethical Decision Making Frameworks
September 10, 2020 · Chapter
Ethical vs. Legal Standards
September 10, 2020 · Chapter
Ethics and Professionalism
September 10, 2020 · Chapter
Importance of Ethical Behavior in the Investment Industry
September 9, 2020 · Chapter
What is Ethics in Business?
September 5, 2020
How to Improve your Financial Health
February 16, 2020
Home Loan Process in India
February 11, 2020
Lending Valley CEO Chad Otar Announces A.I. Powered Funding
February 10, 2020
5 Things You Didn’t Know About Debt Arrangement Scheme (DAS)
November 26, 2019
Avoiding the Classic Fraud: Understand the Ponzi Scheme Beyond the Stereotypes
November 19, 2019 · Chapter
R Financial Packages for Portfolio Analysis
November 5, 2019 · Chapter
Introduction to Quantitative Trading
September 23, 2019
Calmar Ratio: Definition, Calculation, and Importance
September 23, 2019
These are the mistakes you’ll want to avoid when buying life insurance
August 6, 2019
Backtesting Quantitative Trading Strategies
July 22, 2019
How to Build Your Own Quantitative Trading Strategy
July 20, 2019
Quantitative Trading Vs. Algorithmic Trading
July 18, 2019
A Few Signs an Investment Opportunity is Suspect
May 25, 2019
7 Best Cannabis Stocks for You to Consider Investing
January 23, 2019
What’s All the Fuss About Keeping Your Cryptocurrency Keys off Exchanges?
October 19, 2018
Best Banks for Each type of Account
May 3, 2018
Concept of Cryptographic Currencies and its Usage
March 1, 2018
Now is the time to invest in platinum
July 3, 2017
Applications of Data Science in Banking
September 27, 2016
The Art of Short Selling - Book Review
September 27, 2016
Financial Modeling and Valuation: A Practical Guide to Investment Banking and Private Equity - Book Review
September 27, 2016
Investment Course: Timeless Principles for Building Wealth - Book review
September 27, 2016
Venture Deals: Be Smarter Than Your Lawyer and Venture Capitalist - Book Review
September 21, 2016
How to Develop a Winning Trading Strategy
July 13, 2016
How Blockchain Technology Works
December 13, 2014
How to calculate beta for a portfolio
October 6, 2014
How to Identify a Multibagger
April 27, 2014 · Chapter
GIPS - Fundamentals of Compliance
April 27, 2014
GIPS Verification
April 27, 2014 · Chapter
Guidance for Standard VII – Responsibilities of a CFA Institute Member or CFA Candidate
April 27, 2014 · Chapter
Introduction - GIPS
April 27, 2014 · Chapter
Key Features of GIPS Standards
April 27, 2014 · Chapter
Major Sections of GIPS Standards
April 27, 2014 · Chapter
Overview of GIPS
April 27, 2014 · Chapter
Scope of GIPS Standards
April 27, 2014 · Chapter
Standard IV (B) - Additional Compensation Arrangements
April 27, 2014 · Chapter
Standard IV (C) - Responsibilities of Supervisors
April 27, 2014 · Chapter
Standard IV (A) - Loyalty
April 27, 2014 · Chapter
Standard V (B) - Communication with Clients and Prospective Clients
April 27, 2014 · Chapter
Standard V (C) - Record Retention
April 27, 2014 · Chapter
Standard V (A) - Diligence and Reasonable Basis
April 27, 2014 · Chapter
Standard VI (B) - Priority of Transactions
April 27, 2014 · Chapter
Standard VI (C) - Referral Fees
April 27, 2014 · Chapter
Standard VI (A) - Disclosure of Conflicts
April 26, 2014 · Chapter
Seven Standards of Professional Conduct
April 26, 2014 · Chapter
Standard I (B) Professionalism - Independence and Objectivity
April 26, 2014 · Chapter
Standard I (C) Professionalism - Misrepresentation
April 26, 2014 · Chapter
Standard I (D) Professionalism - Misconduct
April 26, 2014 · Chapter
Standard II (B) - Market Manipulation
April 26, 2014 · Chapter
Standard II – Integrity of Capital Markets
April 26, 2014 · Chapter
Standard II (A) - Material Non-public Information
April 26, 2014 · Chapter
Standard III (B) - Fair Dealing
April 26, 2014 · Chapter
Standard III (C) - Suitability
April 26, 2014 · Chapter
Standard III (D) - Performance Presentation
April 26, 2014 · Chapter
Standard III – Duties of Clients
April 26, 2014 · Chapter
Standard III (E) - Preservation of Confidentiality
April 26, 2014 · Chapter
Standard III (A) - Loyalty, Prudence, and Care
April 26, 2014 · Chapter
Standard IV – Duties to Employers
April 26, 2014 · Chapter
Standard I (A) Professionalism - Knowledge of the Law
April 26, 2014 · Chapter
Standard I - Professionalism (Standards of Professional Conduct)
April 26, 2014 · Chapter
Standard V – Investment Analysis, Recommendations, and Actions
April 26, 2014 · Chapter
Standard VI – Conflicts of Interest
April 26, 2014 · Chapter
Standard VII – Responsibilities of a CFA Institute Member or CFA Candidate
April 17, 2014 · Chapter
CFA Institute Professional Conduct Program
April 17, 2014 · Chapter
Seven Standards of Professional Conduct
April 17, 2014 · Chapter
Six Components of the Code of Ethics
August 21, 2013
Hedge Fund Fee Structure, High Water Mark and Hurdle Rate
June 30, 2013
Short-fall Risk, Safety-first Ratio, and Optimal Portfolio Selection
May 9, 2013
Banking: How Bank Notes and Checks Work?
May 9, 2013
Banking: How Banks Give Out Loans?
This simple video from Khan Academy explains how a bank gives out loans to people without actually losing their equity. The video provides an helicopter view of the core banking system which involves deposit taking and lending.
May 9, 2013
Banking: Introduction to Bank Notes
A bank note is a note issued by a bank representing its promise to pay a specific sum to the bearer on demand and acceptable as money. It is often known as a bill, paper money or simply a note.
May 9, 2013
Banking: Multiplier Effect and the Money Supply
The banking system as a whole can create an amount of money that is a multiple of deposits. The bank lending leads to new deposits in the banking system and a multiplier effect on the money supply. In a check-able deposits only system (no cash), the money supply equals bank reserves divided by the reserve ratio.
May 9, 2013
Banking: Understanding Reserve Ratios
Reserve requirements are the amount of funds that a bank must hold in reserve against specified deposit liabilities.
May 6, 2013
A Bank’s Income Statement
May 6, 2013 · Chapter
How a Bank Works?
This video provides an introduction to how a bank works and how they make money. It takes simple examples to explain the core business of taking deposits and lending money.
March 8, 2013
Trust and Delegation (Operational Risk in Hedge Funds)
March 6, 2013
Sensitivity Measures for a Portfolio
January 28, 2013
How to Build Efficient Frontier in Excel
January 24, 2013 · Chapter
Exit Strategies for Private Equity Investors
January 16, 2013 · Chapter
Important Notations in Options Formulas
January 2, 2013
Free Online Course on Computational Investing
January 1, 2013
Financial System and Investment Landscape
December 21, 2012
A Value Investing Approach to Manage an Equity Portfolio
December 20, 2012 · Chapter
CFA Level 1 - Real Estate Investments
December 18, 2012
Mutual Funds and Exchange Traded Funds
December 11, 2012 · Chapter
Concentrated Positions and Market Risk
December 11, 2012 · Chapter
Market Liquidity Risk Limits
December 4, 2012
How Do Hedge Funds Manage Portfolio Risk?
November 26, 2012 · Chapter
How to Calculate Portfolio Risk and Return
November 21, 2012 · Chapter
Selecting Optimal Portfolio for an Investor
November 16, 2012 · Chapter
Capital Allocation Line with Two Assets
November 16, 2012 · Chapter
Risk Aversion of Investors and Portfolio Selection
November 16, 2012 · Chapter
Utility Indifference Curves for Risk-averse Investors
November 13, 2012
Why Invest in Commodities?
November 11, 2012
Methods of Stock Selection by Graham-Newman
October 29, 2012 · Chapter
Effect of Correlation on Diversification
October 28, 2012 · Chapter
Efficient Frontier for a Portfolio of Two Assets
October 24, 2012 · Chapter
Standard Deviation and Variance of a Portfolio
October 22, 2012 · Chapter
Calculate Variance and Standard Deviation of an Asset
October 21, 2012 · Chapter
How to Calculate Leveraged Returns
October 21, 2012 · Chapter
Nominal Returns and Real Returns in Investments
October 19, 2012 · Chapter
Arithmetic Returns Vs. Geometric Returns
October 19, 2012 · Chapter
Gross and Net Returns Calculations
October 19, 2012 · Chapter
How to Calculate Annualized Returns
October 19, 2012 · Chapter
How to Calculate Money-weighted Returns
October 19, 2012 · Chapter
How to Calculate Portfolio Returns
October 16, 2012 · Chapter
Portfolio Risk and Return - Part 2A - Video
October 16, 2012 · Chapter
Portfolio Risk and Return - Part 2B - Video
October 11, 2012 · Chapter
Portfolio Risk & Return - Part 1A - Video
October 11, 2012 · Chapter
Portfolio Risk & Return - Part 1B - Video
October 10, 2012 · Chapter
An Overview of Mutual Funds
October 10, 2012 · Chapter
Types of Mutual Funds
October 8, 2012 · Chapter
How to Calculate the Holding Period Returns
October 7, 2012 · Chapter
Major Types of Return Measures
October 4, 2012 · Chapter
Investment Clients for Portfolio Managers
October 4, 2012 · Chapter
Steps in Portfolio Management Process
October 3, 2012 · Chapter
The Portfolio Perspective for Investing
September 28, 2012
Difference between Delta and Gamma Hedging
September 21, 2012 · Chapter
Unbundling and Dynamically Hedging Risks
September 12, 2012 · Chapter
Market Liquidity Risk of Trading Activities
September 4, 2012 · Chapter
Determination of Presettlement Risk in Different Instruments
September 4, 2012 · Chapter
Measuring Potential Future Exposure
September 4, 2012
What is Private Equity?
September 2, 2012 · Chapter
Credit Risk and Counterparty Credit Risk
September 2, 2012 · Chapter
Credit Risk Measurement and Management in Trading
August 31, 2012 · Chapter
Market Risk Limits
August 24, 2012 · Chapter
Basic Measures of Market Risk
August 24, 2012 · Chapter
Risks Inherent in Trading Activities
May 20, 2012
What do Prime Brokerage Firms Do?
May 18, 2012 · Chapter
Biases in Hedge Funds Performance Data and Risk Measures
May 18, 2012 · Chapter
Hedge Fund Indexes
May 16, 2012 · Chapter
Funds of Hedge Funds
May 16, 2012 · Chapter
Leverage and Unique Risks of Hedge Funds
May 16, 2012 · Chapter
Types of Hedge Funds
May 15, 2012 · Chapter
Characteristics of Venture Capital Funding
May 15, 2012 · Chapter
Exit Strategies for Venture Capital Funds
May 15, 2012 · Chapter
Measuring the Performance of Venture Capital Investments
May 15, 2012 · Chapter
Valuation and Risks in Venture Capital Investing
May 14, 2012 · Chapter
Overview of Private Equity
May 14, 2012 · Chapter
Stages of Venture Capital Funding
April 30, 2012 · Chapter
Early Warning Indicators: AIB Currency Trading Losses
April 30, 2012 · Chapter
Recommendations for Improving Control Environment at AIB/Allfirst
April 29, 2012 · Chapter
AIB: Discovery of Fraud, and Magnitude of Losses
April 29, 2012 · Chapter
Control Deficiencies at Allfirst Treasury That Led to Fraud
April 27, 2012 · Chapter
AIB Currency Losses: John Rusnak's Role and the Fraud
April 27, 2012 · Chapter
AIB/Allfirst Structure, Treasury and Forex Trading
April 19, 2012 · Chapter
Portfolio Management Process
April 19, 2012 · Chapter
The Investor Policy Statement
April 18, 2012 · Chapter
ICAPM vs. Domestic CAPM
April 18, 2012 · Chapter
Impacts of Market Segmentation on ICAPM
April 18, 2012 · Chapter
Justifying Active Portfolio Management
April 18, 2012 · Chapter
Moving Exchange Rates and Equity Markets
April 18, 2012 · Chapter
The J-Curve – Impact of Exchange Rate Changes on National Economies
April 18, 2012 · Chapter
The Treynor-Black Model
April 17, 2012 · Chapter
Changes in Real Exchange Rates
April 17, 2012 · Chapter
Company Stock Value Responses to Changes in Real Exchange Rates
April 17, 2012 · Chapter
Domestic CAPM and Extended CAPM
April 17, 2012 · Chapter
International Capital Market Integration
April 17, 2012 · Chapter
International CAPM (ICAPM) - Beyond Extended CAPM
April 17, 2012 · Chapter
Markowitz, MPT, and Market Efficiency
April 17, 2012 · Chapter
Measuring Currency Exposure
April 16, 2012 · Chapter
Adding an Asset to a Portfolio – Improving the Minimum Variance Frontier
April 16, 2012 · Chapter
Adjusted and Unadjusted Beta
April 16, 2012 · Chapter
Arbitrage Portfolio Theory (APT) – A Multifactor Macroeconomic Model
April 16, 2012 · Chapter
Multifactor Models
April 16, 2012 · Chapter
Risk Factors and Tracking Portfolios
April 16, 2012 · Chapter
The Market Model for a Security’s Returns
April 15, 2012 · Chapter
CAPM & the SML
April 15, 2012 · Chapter
CFA Level 2: Portfolio Management – Introduction
April 15, 2012 · Chapter
Diversification Benefits
April 15, 2012 · Chapter
Expected Return and Variance for a Two Asset Portfolio
April 15, 2012 · Chapter
Mean-Variance Analysis Assumptions
April 15, 2012 · Chapter
The Capital Allocation Line – Introducing the Risk-free Asset
April 15, 2012 · Chapter
The Capital Market Line
April 15, 2012 · Chapter
The Minimum Variance Frontier & Efficient Frontier
April 2, 2012 · Chapter
About Hedge Funds: What You Need to Know
April 2, 2012 · Chapter
Gross Income Multiplier (GIM) for Real Estate Comps
April 2, 2012 · Chapter
Income Property Valuation Using Capitalization Rate
April 2, 2012 · Chapter
Private Equity Fund Structures
April 2, 2012
Private Equity Risks and Costs
April 2, 2012 · Chapter
Private Equity: Venture Capital, Leveraged Buyouts and Exit Strategies
April 2, 2012 · Chapter
Venture Capital and Leveraged Buyout Valuation
March 30, 2012 · Chapter
CFA Level 2: Alternative Assets – Introduction
March 30, 2012 · Chapter
Real Estate: Types of Properties
March 30, 2012 · Chapter
Real Estate Valuation: NPV & IRR Analysis
March 27, 2012 · Chapter
Merger Gains to Shareholders & Post Merger Valuation
March 27, 2012 · Chapter
Types of Restructuring
March 26, 2012 · Chapter
Herfindahl-Hirschman Index (HHI)
March 26, 2012 · Chapter
Valuing Target Companies
March 25, 2012 · Chapter
Industry Lifecycle Phase and M&A
March 25, 2012 · Chapter
M&A: Earnings Per Share & The “Bootsrap” Effect
March 25, 2012 · Chapter
Overview of Mergers & Acquisitions
March 25, 2012 · Chapter
Post-Offer Defense Takeover Mechanisms
March 25, 2012 · Chapter
Pre-Offer Defense Takeover Mechanisms
March 15, 2012
Financial Analyst: A Rapidly Growing Career Option in Finance
March 11, 2012 · Chapter
CFA Level II Ethics – Exam Thinking and Recommendations
March 11, 2012 · Chapter
CFA Soft Dollar Standards
March 11, 2012 · Chapter
CFA Soft Dollar Standards - Overview
March 11, 2012 · Chapter
Research Objectivity Standards (ROS)
March 11, 2012 · Chapter
The Prudent Investor Rule
March 8, 2012 · Chapter
CFA Level 2: Ethic & Professional Standards – Introduction
March 8, 2012 · Chapter
The Code of Ethics – Short Version of the Six Components
March 8, 2012 · Chapter
The Seven Standards for Professional Conduct
February 28, 2012 · Chapter
Standard VII - Responsibilities of a CFA Institute Member or CFA Candidate
February 27, 2012 · Chapter
Standard VI – Conflicts of Interest
February 26, 2012 · Chapter
Real Estate Portfolios
February 26, 2012 · Chapter
Real Estate Valuation: Part 3 (Discounted Cash Flows)
February 26, 2012 · Chapter
Standard V – Investment Analysis, Recommendations, and Actions
February 24, 2012 · Chapter
Standard IV – Duties to Employers
February 23, 2012 · Chapter
Standard III – Duties of Clients
February 14, 2012 · Chapter
Real Estate Valuation: Part 1 (Cost and Sales Comparison Approach)
February 14, 2012 · Chapter
Real Estate Valuation: Part 2 (Income Approach)
January 11, 2012 · Chapter
The Different Forms of Real Estate Investments
January 4, 2012
Large Cap Funds: Attractive for Long-term Investors
January 1, 2012
What do Junior Investment Bankers do?
December 28, 2011 · Chapter
Standard I - Professionalism (Standards of Professional Conduct)
December 28, 2011 · Chapter
Standard II – Integrity of Capital Markets
December 25, 2011 · Chapter
CFA Seven Standards of Professional Conduct
December 25, 2011 · Chapter
Six Components of Code of Ethics
December 1, 2011 · Chapter
Continuation Chart Patterns: Rectangles
December 1, 2011 · Chapter
Reversal Chart Patterns: Rising and Falling Wedge
November 30, 2011 · Chapter
Reversal Chart Patterns: Double Tops and Bottoms
November 29, 2011 · Chapter
Chart Patterns in Technical Analysis
November 29, 2011 · Chapter
Reversal Chart Patterns: Head and Shoulders
November 13, 2011
Career as an Investment Analyst
September 21, 2011 · Chapter
Arbitrage Pricing Theory (APT)
September 21, 2011 · Chapter
Are Hedge Funds Good or Bad?
September 21, 2011 · Chapter
Jensen’s Alpha
September 21, 2011 · Chapter
Single Index Model
September 21, 2011 · Chapter
Structure of Hedge Funds and the Fees
September 21, 2011 · Chapter
Systematic and Specific Risk
September 19, 2011
Mechanics of Stock-based Acquisition
September 18, 2011
Hedge Fund Strategies - Merger Arbitrage
September 18, 2011 · Chapter
Sharpe Ratio as Performance Benchmark
September 17, 2011
Hedge Fund Strategies - Analyzing a Long-Short Strategy
September 17, 2011
Hedge Fund Strategies - Setting Up a Long Short Profitable Strategy
September 17, 2011 · Chapter
Sharpe Ratio for Measuring Return on Risk
September 16, 2011 · Chapter
Securities Market Line (SML)
September 16, 2011 · Chapter
The Capital Asset Pricing Model
August 11, 2011 · Chapter
How to Calculate Stock Beta in Excel
July 31, 2011 · Chapter
Active Fund Management - By Larger Risks
July 31, 2011 · Chapter
Enhanced Indexing Strategy - Primary Risks
July 31, 2011 · Chapter
Enhanced Indexing Strategy - Small Risks
July 31, 2011 · Chapter
Full Blown Active Management
July 28, 2011
Is Diversification Enough for Adding Value to Investments?
June 21, 2011 · Chapter
Classification of Bond Indexing Strategies
June 21, 2011 · Chapter
Pure Bond Indexing Strategy
March 18, 2011 · Chapter
Banking: Introduction to Leverage
March 3, 2011
The World of Investment Banking
An investment bank is a special type of financial institution that works primarily in higher finance by helping company access the capital markets, such as stock market and bond market, to raise money for expansion or other needs.
March 2, 2011 · Chapter
Fractional Reserve Banking System
November 2, 2010 · Chapter
Option Strategies: Covered Call
November 2, 2010 · Chapter
Option Strategies: Covered Put
November 2, 2010 · Chapter
Types of Option Strategies
October 10, 2010 · Chapter
Investment Services: Money Management
October 7, 2010 · Chapter
Investment Services: Institutional Clients, Trading and Research Departments
October 7, 2010 · Chapter
Investment Services: Technology and Operations Department
October 6, 2010 · Chapter
Investment Services: Investment Banking Department
October 6, 2010 · Chapter
Investment Services: Sales Department
October 6, 2010 · Chapter
Investment Services: Venture Capital Firms
October 5, 2010 · Chapter
A Brief History of Investment Services Industry
October 1, 2010 · Chapter
Foreign Exchange Market Participants
August 28, 2010 · Chapter
Common Practices in Foreign Exchange Markets
August 26, 2010 · Chapter
Cross Rates and Different Base Currencies
August 25, 2010 · Chapter
Forex Rates: Understanding Cross Rates
August 23, 2010 · Chapter
Bid-Offer Spreads and the Market Position
August 23, 2010 · Chapter
Forex: Bid and Offer Rates
August 21, 2010 · Chapter
Forex Quotes: Pips and the Big Figure
August 18, 2010 · Chapter
Forex Trading: Reading FX Quotes
August 16, 2010 · Chapter
The Development of the Eurodollar Market
August 16, 2010 · Chapter
Understanding Spot FX Transactions
August 15, 2010 · Chapter
History of the Forex Markets
July 1, 2010
Tastes and Preferences of Investors
June 29, 2010 · Chapter
Probability of Attaining a Return Goal
June 25, 2010 · Chapter
Probability of One Portfolio Outperforming Another Portfolio
June 24, 2010 · Chapter
Diversification and Portfolio Risk
June 24, 2010 · Chapter
Value at Risk (VaR) of a Portfolio
June 23, 2010 · Chapter
Minimum Variance Hedge Ratio
June 23, 2010 · Chapter
What is Serial Correlation (Autocorrelation)?
June 10, 2010 · Chapter
Constructing an Efficient Frontier
June 9, 2010 · Chapter
Mean, Variance, Standard Deviation and Correlation
June 1, 2010 · Chapter
All You Wanted To Know About ETFs
In the recent years, Exchange Traded Funds (ETFs) have become quite popular and many different products in this category have entered in the market.