Skip to content

CFA^®
CSC^®
Tutoring
Blog
About

Sign in Create free account Sign up

CFA Program
Level III
TA4 Overview of Fixed-Income Portfolio Management

←TA4 Overview of Fixed-Income Portfolio Management

NotesTA41 of 189 pp

Overview of Fixed Income Portfolio Management Notes

←Class · Oct 23, 2025 TA4→

Checking your access…

In this section

TA4 Overview of Fixed-Income Portfolio Management

1 of 18

01Overview of Fixed Income Portfolio Management NotesNotes · 9 pp
02TA4Past exam · 26 pp
03Portfolio Management Audio #1Audio · 18 min
04Immunization Single vs. Multiple LiabilitiesVideo · 3 min
05Numerical Example of ImmunizationVideo · 8 min
06Duration and ConvexityVideo · 3 min
07Leverage CalculationsVideo · 2 min
08A Model for Cash Flow MatchingVideo · 4 min
09A Model for Fixed-Income ReturnsVideo · 3 min
10Excess Spread and Top-Down Excess ReturnVideo · 3 min
11Yield Spread CalculationsVideo · 4 min
12Butterflies, Bull and Bear Steepeners FlattenersVideo · 4 min
13Delivery on a Fixed-Income Futures ContractVideo · 3 min
14Interest Rate Swaps to Achieve a Target DurationVideo · 3 min
15Variance SwapVideo · 6 min
16Portfolio Risk and ReturnVideo · 3 min
17Hedging Bond Holdings with Futures ContractsVideo · 2 min
18Oct 26, 2025Class · 2 h 12 min

Whole Level III outline→

PreviousClass · Oct 23, 2025TA3 · Class recording · 1 h 42 min NextTA4TA4 · Past exam · 26 pp

Ask Michael about this

CFA and CSC exam preparation from Michael Hlinka. Free — a 3-minute sign-up. Questions any time:

michael@michaelhlinka.com

Courses

CFA Level I
CFA Level II
CFA Level III
CSC
All three levels as a map

Learn

Tutoring with Michael
Study plan
Blog
Questions and answers

Account

Create free account
Sign in
Your account

Michael

About Michael
Contact
Support the work

Michael's occasional emails

Study tips, new material and the odd note on the exams. Not often. Unsubscribe any time.

Email

Mostly interested in

Website

Privacy
Terms
Refunds
Tutoring terms
FAQ
Contact

CFA® is a registered trademark of CFA Institute. CSC® is a registered trademark of the Canadian Securities Institute. michaelhlinka.com is not affiliated with, endorsed by, or sponsored by either organization.

© 2026 Michael Hlinka · Toronto