CAIA Ethical Principles
- Ethical Principles in Practice (50 min)
Institutional Asset Owners
- Investment Policy Statements and the Endowment Model (70 min)
- Pension Plans and Sovereign Wealth Funds (65 min)
- Family Offices and Goals-Based Investing (44 min)
Asset Allocation
- Mean-Variance Optimization, Black-Litterman, and the Total Portfolio Approach (89 min)
- Quantitative Allocation Strategies: Risk Budgeting, Risk Parity, and TAA (47 min)
- Liquidity, Co-Investments, Secondaries, and Rebalancing (89 min)
Risk and Risk Management
- Managing Risk with Options and Delta Hedging (28 min)
- Alpha, Benchmarking, and Performance Attribution (61 min)
- VaR, Smoothing, Liquidity Risk, and Risk Aggregation (57 min)
Methods and Models
- Fixed Income Models and Credit Risk (45 min)
- Multi-Factor Models (32 min)
- Directional and Relative Value Strategies (50 min)
- Statistical Methods, Regression, and Tax-Aware Returns (51 min)
Accessing Alternative Investments
- Hedge Fund Replication and Access Strategies (29 min)
- Private, Listed, and Digital Asset Access (61 min)
- Illiquidity Premium and Private Asset Performance Evaluation (40 min)
Due Diligence and Selecting Managers
- Fund Selection and Manager Evaluation (32 min)
- Tail Events, Fraud, and Investment Due Diligence (53 min)
- Operational Due Diligence and Fund Documentation (70 min)
Volatility and Complex Strategies
- Volatility Measures, Modeling, and Option-Based Strategies (64 min)
- Complex Strategies, Structured Products, Currency, and Crypto (113 min)
Universal Investment Considerations
- Global Regulation of Alternative Investments (60 min)
- Geopolitics and Investing (31 min)
- Sustainability Across Alternative Asset Classes (38 min)
- Sustainability Analysis and Application (34 min)
