Acronyms and Mnemonics

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kos

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I know there are other threads on this topic, but some of the material is dated, and some people may not have any exposure to it, so I wanted to bring it up.
I think it’s a good exercise to share some best practices on constructive ways to remember certain topics. I’ve included several that others have posted in various threads and from different websites.
This thread also had some good ideas - http://www.analystforum.com/forums/cfa-forums/cfa-level-iii-forum/9985960
For properties of a valid benchmark - SAMURAI
Specified in advance, Appropriate, Measurable, Unambiguous, Reflective of manager’s current opinions, Accountable, Investable.
Belief Perseverance Bias - CON CON CON REP HIND
Conservatism, confirmation, illusion of control, Representativeness, Hindsight,
Info Processing Bias - FAMA
Framing
Anchoring
Mental accounting
Availability
Emotional Bias - LOSERS
Loss aversion
Overconfidence
Self-control
Endowment
Regret aversion
Status quo
Psychological Traps for analysis – ASCORP
Anchoring
Status Quo
Confirming Evidence
Overconfidence
Recallability
Prudence
Macro Performance Attribution steps - “NRABIA”
Net Contributions
Risk Free Asset
Asset Class Allocations
Benchmark returns
Investment Manager returns
Allocation Effects
 
For asset classes:
HELDM - pronounced “Held ‘em” as in “Held Them” - if they fit the criteria below then you “hold them” in your portflio as an asset class. A little tenuous, but there you go….as long as you can remember the link.
And I would list it out as follows:
H - Homogenous
E - Exhaustive (same as “make up preponderance of world wealth” - if they are “exhaustive” they include everything)
L - Liquid
D - Diversifying
M - Mutually exclusive
 
RTFQ is one that I use pretty extensively.
 
anyone have any more to add?
 
kos wrote:
I know there are other threads on this topic, but some of the material is dated, and some people may not have any exposure to it, so I wanted to bring it up.
I think it’s a good exercise to share some best practices on constructive ways to remember certain topics. I’ve included several that others have posted in various threads and from different websites.
This thread also had some good ideas - http://www.analystforum.com/forums/cfa-forums/cfa-level-iii-forum/9985960
For properties of a valid benchmark - SAMURAI
Specified in advance, Appropriate, Measurable, Unambiguous, Reflective of manager’s current opinions, Accountable, Investable.
Belief Perseverance Bias - CON CON CON REP HIND
Conservatism, confirmation, illusion of control, Representativeness, Hindsight,
Info Processing Bias - FAMA
Framing
Anchoring
Mental accounting
Availability
Emotional Bias - LOSERS
Loss aversion
Overconfidence
Self-control
Endowment
Regret aversion
Status quo
Psychological Traps for analysis – ASCORP
Anchoring
Status Quo
Confirming Evidence
Overconfidence
Recallability
Prudence
Macro Performance Attribution steps - “NRABIA”
Net Contributions
Risk Free Asset
Asset Class Allocations
Benchmark returns
Investment Manager returns
Allocation Effects
Click to expand...
Macro Performance Attribution steps - “NRABIA” - THE NRA “B”owls “I”n “A”utumn
 
For whether to add a new asset to a portfolio (I used to always confuse which sharpe ratio went on which side of the equation: SIPS
Si>pSm
For how you hedge currency exposure: Real Salty Peanut Butter - Receive forex, Sell it forward: Pay forex, Buy it forward
For how to manage duration with different interest rates: IRR SOLD: Interest Rates Rise, Sell Long Duration
 
For me, PROSAC for psychological issues is easier to remember than ASCORP.
 
For Belief perserverance I use:
RICCH
as in “IM RICCH BITCCH” in the voice of course of the great Dave Chappelle
 
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