The CFA Level 2 Quick Sheet is designed for:
Acquisition Method: Recognizing 100% of assets/liabilities and Minority Interest.
| Concept | Formula | |--------|---------| | Sharpe ratio | (Rp – Rf) / σp | | Treynor | (Rp – Rf) / βp | | Jensen’s α | Rp – [Rf + β(Rm – Rf)] | | WACC | (E/V)Re + (D/V)Rd(1–t) | | CAPM | Rf + β(Rm – Rf) | | Sustainable growth | ROE × retention ratio | | Conversion ratio | Par value / conversion price | | Forward premium/discount | (F – S)/S × (360/days) |