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B OOK 5
FIXED INCOME ,
DERIVATIVES, AND ALTERNATIVE
INVESTMENTS
-

Reading Assignments and Learning Outcome Statements
Study Session 15 - Fixed Income: Basic Concepts

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Study Session 16- Fixed Income: Analysis and Valuation

87
186

...........................................................................

191

Study Session 18- Alternative Investments

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278

............................................

309

............................................................................................................

312

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314

Self-Test - Derivatives and Alternative Investments
Formulas
Index

11

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Self-Test - Fixed Income Investments
Study Session 17- Derivatives

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3

SDERIVATIVES, AND ALTERNATIVE INVESTMENTS INCOME,
CHWESERNOTES™ 2013 CPA LEVEL I BOOK 5: FIXED
©20 12 Kaplan, Inc. All rights reserved.
Published in 2012 by Kaplan Schweser.
Printed in the United States of America.
ISBN: 978-1-4277-4265-0 1-4277-4265-0
PPN: 3200-2848
I

I f this book does not have the hologram with the Kaplan Schweser logo on the back cover, it was distributed without permission of Kaplan Schweser, a Division of Kaplan, Inc., and is in direct violation of global copyright laws. Your assistance in pursuing potential violators of this law is greatly appreciated.

Required CFA Institute disclaimer: "CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. CFA Institute (formerly the Association for Investment Management and Research) does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser."

Certain materials contained within this text are the copyrighted property of CFA Institute. The following is the copyright disclosure for these materials: "Copyright, 2012, CFA Institute. Reproduced and republished from 2013 Learning Outcome Statements, Level I, II, and III questions from CFA® Program Materials, CFA Institute Standards of Professional Conduct, and CFA Institute's Global Investment Performance Standards with permission from CFA Institute. All Rights Reserved." These materials may not be copied without written permission from the author. The unauthorized duplication of these notes is a violation of global copyright laws and the CFA Institute Code of Ethics. Your assistance in pursuing potential violators of this law is greatly appreciated. Disclaimer: The SchweserNotes should be used in conjunction with the original readings as set forth by CFA Institute in their 2013 CFA Level I Study Guide. The information contained in these Notes covers

topics contained in the readings referenced by CFA Institute and is believed to be accurate. However, their accuracy cannot be guaranteed nor is any warranty conveyed as to your ultimate exam success. The authors of the referenced readings have not endorsed or sponsored these Notes.

Page 2

©2012 Kaplan, Inc.

READING ASSIGNMENTS AND
L EARNING OUTCOME STATEMENTS

The following material is a review ofthe Fixed Income, Derivatives, andAlternative Investments principles designed to address the learning outcome statements setforth by CPA Institute.
STUDY SESSION 15

Reading Assignments
CFA Program 2013 Curriculum, Volume 5 (CFA Institute,
2012) Features of Debt Securities
page 25
11
52. Risks Associated with Investing in Bonds
53. Overview of Bond Sectors and Instruments
page 46
page 69
54.
page
55. Understanding Yield Spreads
Equity and Fixed Income,

STUDY SESSION 16

Reading Assignments CFA Program 2013 Curriculum, Volume 5 (CFA Institute, 2012) Introduction to the...
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