CAIA Charter - Level 2 Prep Course

Asset Allocation and Institutional


• Asset Allocation Processes and the Mean-Variance


• Tactical Asset Allocation, Mean-Variance

Extensions, Risk Budgeting, Risk Parity, and

Factor Investing

• The Endowment Model

• Pension Fund Portfolio Management

• Sovereign Wealth Funds

• The Family Office Model

Private Equity

• Private Equity Market Structure

• Private Equity Benchmarking

• Fund Manager Selection and Monitoring

• Private Equity Operational Due Diligence

• Private Equity Investment Process and Portfolio


• Measuring Private Equity Risk

• The Management of Liquidity

Real Assets

• Real Estate as an Investment

• Real Estate Indices and Unsmoothing Techniques

• Investment Styles, Portfolio Allocation, and Real

Estate Derivatives

• Listed Versus Unlisted Real Estate Investments

• International Real Estate Investments

• Infrastructure as an Investment

• Farmland and Timber Investments

• Investing in Intellectual Property


• Key Concepts in Commodity Markets

• Allocation to Commodities

• Accessing Commodity Investment


Hedge Funds and Managed


• Managed Futures

• Investing In CTAs

• Relative Value Strategies

• Hedge Funds - Directional Strategies

• Hedge Funds: Credit Strategies

• Volatility, Correlation, and Dispersion

Products and Strategies

• Hedge Fund Replication

• Funds of Hedge Funds and Multistrategy


• Hedge Fund Operational Due Diligence

Structured Products

• Regulation and Compliance

• Structured Products I - Fixed-income

Derivatives and Asset-backed Securities

• Structured Products II: Insurance-Linked

Products and Hybrid Securities

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Investment Academy

Investment Academy office - Daalwijkdreef 47 1103 AD  Amsterdam

Investment Academy

Daalwijkdreef 47 1103 AD Amsterdam
Investment Academy

Investment Academy

Amsterdam (NL) +31 20 80 80 218
Investment Academy Reception

Investment Academy

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