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Alternative Investments: Applying Alternative Strategies in the Portfolio

Topic

Investment Planning

Program ID

216784

Hours

1

Format

Self-Study / Traditional course (50+minutes)

Complexity

Advanced

Description

The course links the content from all the previous Alternative Investment Program courses into real-world applications that require the participant to demonstrate the four proficiencies outlined at the beginning of the Program. Key Topics Include • Differentiating between strategies based on various risk and return metrics • Identifying appropriate strategies based on desired portfolio outcomes • Understanding the interaction of strategies in the portfolio • Applying the strategies in a risk-allocation framework

Learning Objectives

By completing this course, advisors will gain an understanding of concepts and techniques to differentiate between hedge fund strategies and apply them in a portfolio context with their clients.