Portfolio Construction Case Study: Oaktree - CFA Level III

Learn to solve complex portfolio construction problems through a 19-minute video lesson focused on the Oaktree case study for CFA® Level III exam preparation. Master key learning outcomes in equity portfolio management, including rationales for equity investment across active management and benchmark selection considerations. Explore fixed-income portfolio management concepts by understanding return models and analyzing leverage methods along with their associated risks. Practice constructed response questions while developing a deep understanding of both equity and fixed-income portfolio management strategies that align with CFA® Institute standards.