What are alternatives?
Understanding the basics of alternative investments: This course introduces key concepts in alternative investing and demystifies hedging, shorting, and long/short strategies. Learn how liquid alternatives differ from traditional investments and discover why 2019 marked a new era in investing.
Why Alternatives?
Exploring the benefits of alternative investments: This course examines alternatives in the context of the traditional balanced portfolio. Learn about modern portfolio theory, quality of returns, the efficient frontier, and how alternatives can help create efficient portfolios. Duration: 30 min Difficulty: Easy Accreditation Details: 0.5 credits (IIROC & MFDA)
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How to Use Alternatives
Implementing alternative strategies in portfolios: This course explains how to incorporate alternatives into portfolios using a goal-based framework. Learn about metrics that can help identify blind spots in a portfolio, and how alternatives can improve diversification. Duration: 30 min Difficulty: Intermediate Accreditation Details: 0.5 credits (IIROC & MFDA)
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Alternative Assets
Diving into various alternative asset classes: This course examines the two broad classifications of alternative assets and their risk/return characteristics. Learn how real assets and private investments can serve as building blocks of a well-diversified portfolio. Duration: 30 min Difficulty: Intermediate Accreditation Details: 0.5 credits (IIROC & MFDA)
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Alternative Strategies
Detailed look at different alternative investment strategies: This course’s objective is to demystify the world of hedging strategies. Learn how portfolio managers use hedging to try to improve risk-adjusted returns in various alternative strategies: hedged equity, event-driven fixed income, merger arbitrage and multi-asset strategies. Duration: 30 min Difficulty: Intermediate Accreditation Details: 0.5 credits (IIROC & MFDA)
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Due Diligence
Best practices for evaluating alternative investments: This course provides a robust and repeatable due diligence framework for advisors considering alternative investments. Learn how to ask the right questions to progress through the due diligence process. Duration: 30 min Difficulty: Intermediate Accreditation Details: 0.5 credits (IIROC & MFDA)
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