Advanced Alternative Investments
Learn advanced valuation, risk management and portfolio management techniques applied to alternative asset classes.
CPE Credits: 7
Field of Knowledge: Specialized Knowledge
This course is a component of the Advanced Portfolio Management Professional Certificate.
Prerequisite knowledge:
- Intermediate MS Excel skills (data tables, lookup functions, solver, etc.)
- Basic probability and statistics
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To make it even easier to learn, you can finance your program through Affirm.
Loans offered through Affirm are available in the U.S. and Canada.
Module 1: Real Assets
- Real estate as an asset class
- Core, value-added and opportunistic real estate
- Real estate indices
- Public and private real estate risks
- Portfolio allocation within real estate
Module 2: Commodities
- Role of commodities in diversified portfolios
- Methods of delivering commodity returns
- Commodity futures strategies
- Risk management for commodity portfolios
Module 3: Hedge Funds and Managed Futures
- Managed futures: Strategies and sources of return
- Risk and performance analysis of managed futures strategies
- Structuring investments in CTAs
- Hedge fund replication
- Convertible arbitrage
- Global macro and currency strategies
- Equity strategies
- Funds of hedge funds
Module 4: Private Equity
- Private equity fund structures
- Building a private equity portfolio
- Fund manager selection
- Benchmarking and measuring private equity performance
- Private equity fund valuation
- Liquidity management