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所在平台: Udemy |
课程主页: https://www.udemy.com/course/chartered-alternative-investment-analyst-caia-exam-part-2/
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课程名称：特许替代投资分析师（CAIA）考试第二部分 课程概述： 特许替代投资分析师（CAIA®）二级考试，通常称为“第二部分”，是CAIA认证项目的第二个也是最后一个考试。本课程建立在一级的基础知识之上，强调替代投资在投资组合中的应用、整合和批判性分析。该级别为考生准备了通过复杂策略和结构进行明智投资决策的能力，同时坚持专业和伦理标准。 核心重点领域： - 使用替代投资的投资组合管理 - 不同资产类别的风险与收益归因 - 尽职调查和经理选择 - 伦理决策和当前行业趋势 主要覆盖主题： 1. 伦理、法规与ESG（环境、社会、治理） - 伦理标准与实际决策 - 影响替代投资的法律环境 - 将ESG原则整合入投资决策 2. 模型与工具 - 先进的风险与收益分析 - 因子模型、VaR、压力测试和情景分析 - 定量工具在投资组合构建中的应用 3. 机构资产所有者与投资政策 - 投资目标、约束及政策开发 - 治理、负债和战略资产配置 4. 尽职调查与经理选择 - 评估基金经理的框架 - 操作及投资尽职调查的框架 5. 风险与投资组合管理 - 风险预算、流动性管理 - 将替代投资整合入传统投资组合 6. 当前与综合主题 - 替代投资中的实际案例和趋势 - 跨资产类别应用所有概念 考试形式： - 100道选择题 - 三道书面形式的构建性响应问题 - 计算机考试，约4小时 - 每年提供两次（3月和9月） 学习目标： - 将替代投资策略应用于机构投资组合 - 对基金经理进行全面的尽职调查 - 在复杂情况下做出明智的伦理决策 - 理解替代投资领域的当前创新和挑战 适合人群： - 与对冲基金、私募股权、真实资产或机构投资组合相关的金融专业人士 - 希望专注于替代投资的CFA持证人 - 寻求在替代投资领域获得全球认可证书的任何人
Chartered Alternative Investment Analyst (CAIA®) - Level II (Part 2) Course DescriptionThe CAIA® Level II, often informally referred to as "Part 2," is the second and final exam in the CAIA designation program. It builds upon the foundational knowledge of Level I and emphasizes the application, integration, and critical analysis of alternative investments within a portfolio context. This level prepares candidates to make informed investment decisions involving complex strategies and structures, while upholding professional and ethical standards. CAIA® Level II Course OverviewCore Focus Areas:Portfolio management using alternative investmentsRisk and return attribution across asset classesDue diligence and manager selectionEthical decision-making and current industry trends Key Topics Covered:Ethics, Regulations, and ESG (Environmental, Social, Governance)Ethical standards and practical decision-makingRegulatory environment affecting alternative investmentsIntegration of ESG principles in investment decisionsModels and ToolsAdvanced risk and return analysisFactor models, VaR, stress testing, and scenario analysisApplication of quantitative tools in portfolio constructionInstitutional Asset Owners and Investment PoliciesInvestment goals, constraints, and policy developmentGovernance, liabilities, and strategic asset allocationDue Diligence and Manager SelectionEvaluating fund managersOperational and investment due diligence frameworksRisk and Portfolio ManagementRisk budgeting, liquidity managementIntegrating alts into traditional portfoliosCurrent and Integrated TopicsReal-world cases and trends in alternative investingApplication of all concepts across asset classes Exam Format:100 multiple-choice questionsThree constructed response (essay-style) questionsComputer-based testing, approx. 4 hoursOffered twice per year (March and September) Learning Objectives:Apply alternative investment strategies to institutional portfoliosConduct comprehensive due diligence on fund managersMake informed ethical decisions in complex situationsUnderstand current innovations and challenges in the alts space Ideal For:Finance professionals working with or advising on hedge funds, private equity, real assets, or institutional portfoliosCFA charterholders looking to specialize in alternativesAnyone seeking a globally respected credential in alternative investments
