Level II Alternative Investments

Access to all Level II alternative investments articles until the next Level II exam date

The idea of roll yield – or roll return, same thing – is relatively straightforward: it’s part of the increase or decrease in the value of your portfolio that arises specifically when you roll over an expiring futures or forward contract into a new contract.  The other parts of that increase or decrease is the […]

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The venture capital  (VC) method is an idea with which candidates often struggle, but it’s not nearly as difficult as some people would have you believe.  (I know: I say that a lot.  This time, however, it’s true).  I’ll cover a single round of funding, then multiple rounds of funding, and will include the IRR […]

This article is for members only.  You can become a member now by purchasing a

CFA® Level II Membership

This will give you access to this and all other articles at that membership level.