INV-101
· Interactive Labs
SOA Portfolio Management · Exam 24 Jul 2026 · 26 self-contained study apps
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to exam
Today
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26
labs
Background
2
background-bolder-ch1-credit-foundations
Bolder Ch1 — Credit Risk Foundations
BG
background-ch11-equity-overview
Ch11 — Overview of Equity Portfolio Mgmt
BG
LO 1a · Fixed Income
6
lo-1a-fabozzi-fixed-income
Fabozzi FI Suite (HFIS Ch.10/11/21/25/60)
TEST
lo-1a-mortgages-geltner-ch16
Mortgage Basics I (Geltner Ch.16)
lo-1a-agency-passthrough
Agency MBS Pass-Through (Fabozzi Ch.22)
TEST
lo-1a-cmo-fabozzi-ch26
Agency CMO Deep Dive (Fabozzi Ch.26)
TEST
lo-1a-private-debt-primer
Private Corporate Debt Primer (101-25)
lo-1a-high-yield-primer
High-Yield Bond Primer (102-25)
LO 1b · Alternatives
3
lo-1b-real-estate-geltner
Real Estate (Geltner Ch.12 + Ch.14)
TEST
lo-1b-hedge-funds
Hedge Funds (Primer Ch.3-4 = 100-25)
lo-1b-vc-lbo
VC + LBOs (Anson Ch.16-17)
TEST
LO 2 · Portfolio Management
11
lo-2ac-asset-allocation-ch5
2a + 2c — Ch5 Overview of AA
lo-2b-ips
2b — Elements of an IPS (103-25)
lo-2d-mean-variance
2d — Principles of AA (Ch6 MVO)
lo-2e-fi-portfolio-mgmt
2e — Ch.9 Fixed-Income Portfolio Mgmt
lo-2f-fi-indexing
2f — Ch.10 §7–9 FI Indexing
lo-2g-passive-equity
2g — Ch12 Passive Equity Investing
TEST
lo-2g-hidden-dangers-passive
2g — Hidden Dangers of Passive (104-25)
TEST
lo-2h-active-equity
2h — Ch13 Active Equity Strategies
TEST
lo-2ijk-performance-evaluation
2i/2j/2k — Ch19 Performance Evaluation
TEST
lo-2l-behavioral-bias
2l — Behavioral Bias in AA (CFA Ch.7 §6)
TEST
lo-2l-re-bias
2l — Built-in Biases in Real Estate (105-25)
LO 3 · Credit Risk Models
4
lo-3ab-bouteille-credit-risk-mgmt
3a + 3b — Bouteille CRM (Ch.1+4+13)
TEST
lo-3c-bolder-ch2-independent-models
3c — Bolder Ch2 Independent Models
TEST
lo-3c-mixture-models
3c — Mixture / Actuarial Models (Bolder Ch.3)
TEST
lo-3c-bolder-ch4-threshold-models
3c — Bolder Ch4 Threshold Models
TEST