CFA LEVEL 3 I Pension and Endowment Review I Portfolio Management

Handouts: drive.google.com/file/d/1m2oO...
In this video on CFA Level 3, Portfolio Management - Institutional IPS, Sanjay Saraf Sir covers the following :
Characteristics - Scale, Time Horizon, Regulatory Framework, Governance,
Principal - Agent Issues
4 Models of Investment Approach:
-Norway Model, Canada Model, Endowment Model, LDI
Pension Funds - Defined Benefit Plan & Defined Contribution Plan
Endowments and Private Foundations
Popular University Endowments : Harvard University Endowment , Yale University Endowment
For direct to home module of CFA Level 3, please log on ULURN
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Sanjay Saraf has been an educationist since he was a high school student himself. In professional capacity, he has been imparting education in field of finance, for both domestic and international courses, since past 25 years. His forte lies in financial treasury, risk management, volatility trading and business valuation (fundamental analysis).
Sanjay Saraf Educational Institute (SSEI) is one of the leading coaching institutes in India providing quality education in the field of finance. With a vision to professionalize, institutionalize and upscale the education delivery process, Sanjay Saraf Sir promoted SSEI in the year 2009.In short span of 7 years, SSEI has created a pan India presence and today is proud to be associated with its 130+ franchisee across the country.Over the years, SSEI has invested significantly in building state of art infrastructure, teaching methodology and quality material to stand apart and stay unrivalled in the world of quality training in finance. Leveraging on the infrastructure and its wide network, SSEI today is offering unparalleled quality services to students through Face‐to‐Face, Deferred Live and Direct‐to‐Home modes of delivery.Through fostering strategic tie‐ups to building in‐house capability, SSEI today has positioned itself at an elevated platform enjoying unparalleled advantage by being the only established player offering quality training services in finance for courses both domestic and international. SSEI traditionally has been providing the best in training for domestic courses like CA, CS and CMA and international courses like CFA, FRM, ACCA and CPA. Over the past one year SSEI has forayed into Actuarial Science and MS Excel and established itself as a dominant force in the field.
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[@navdeepchoraria6342]

@sanjay saraf educational institute the answer to question 5 of the first item set is part c and not part a..The option states that it must appear as asset, which is not the case it should either appear as asset/liability depending on the case..The plan cannot be terminated and hence the right option is A..The same question is there in CFA Candidate resources as well stating the above reason..

[@syedfakher999]

Great

[@rahulbajaj1786]

It really helps sir 🙏

[@freddytang2128]

For question 5 around 34:00, are we supposed to just memorize all these rules and regulations?