We use industry analysis to better understand the big picture and a company's relative position within it. Peer groups is one comparable companies approach useful in valuation analysis (and tested in the CFA Level 1 exam).
Adjusting a portfolio's exposure between bonds and equities is a vital CFA Level 3 calculation question. This post runs through exactly how to solve this type of problem.
Adjusting portfolio beta to modify equity exposure is a key testable concept and calculation for the CFA Level 3 exam. Here's what you need to know.
Adjusting portfolio duration is a key testable concept and calculation for the CFA Level 3 exam. Here's what you need to know.
Small unconventional CFA Level specific tactics that make a big difference come exam day.