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CAIA Level 2 - Chartered Alternative Investment Analyst

5( 108 REVIEWS )
111 STUDENTS

CAIA Level II - Exam Topics (March 2021 Exam)

Level II Topic

Approximate Exam Weight

Multiple Choice Constructed Response
Ethics, Regulation, and ESG 0% 10%
Models 8-12% 0-10%
Institutional Asset Owners and Investment Policies 8-12% 0-10%
Risk and Risk Management 8-12% 0-10%
Methods for Alternative Investing 8-12% 0-10%
Due Diligence and Selecting Strategies 8-12% 0-10%
Volatility and Complex Strategies 8-12% 0-10%
Current and Integrated Topics 0% 10%

CAIA Level II - Outline

• Asset Manager Code
• Recommendations and Guidance
• Global Regulation
• ESG and Alternative Investments
• ESG Analysis and Application

• Modeling Overview and Interest Rate Models
• Risk Credit Models
• Multi-Factor Equity Pricing Models
• Asset Allocation Processes and the Mean-Variance Model
• Other Asset Allocation Approaches

• Types of Asset Owners and the Investment Policy Statement
• Foundations, and The Endowment Model
• Pension Fund Portfolio Management
• Sovereign Wealth Funds
• Family Offices and the Family Office Model

• Cases in Tail Risk
• Benchmarking and Performance Attribution
• Liquidity and Funding Risks
• Hedging, Rebalancing, and Monitoring
• Risk Measurement, Risk Management, and Risk Systems

• Valuation and Hedging Using Binomial Trees
• Directional Strategies and Methods
• Multivariate Empirical Methods and Performance Persistence
• Relative Value Methods
• Valuation Methods for Private Assets: The Case of Real Estate

• Hedge Fund Replication
• Diversified Access to Hedge Funds
• Access to Real Estate and Commodities
• Access Through Private Structures
• The Risk and Performance of Private and Listed Assets

• Active Management and New Investments
• Selection of a Fund Manager
• Investment Process Due Diligence
• Operational Due Diligence
• Due Diligence of Terms and Business Activities

• Volatility as a Factor Exposure
• Volatility, Correlation, and Dispersion Products and Strategies
• Complexity and Structured Products
• Insurance-Linked and Hybrid Securities
• Complexity and the Case of Cross-Border Real Estate Investing

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Course Curriculum

CAIA-L2: Demo Lectures FREE 00:00:00
CAIA-L2: Ethics, Regulation, and ESG 00:00:00
CAIA-L2: Models 00:00:00
CAIA-L2: Institutional Asset Owners and Investment Policies 00:00:00
CAIA-L2: Risk and Risk Management 00:00:00
CAIA-L2: Methods for Alternative Investing 00:00:00
CAIA-L2: Accessing Alternative Investments 00:00:00
CAIA-L2: Due Diligence and Selecting Strategies 00:00:00
CAIA-L2: Volatility and Complex Strategies 00:00:00

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PRIVATE COURSE
  • Number of Units9
  • 0 Months

Instructors

111 STUDENTS ENROLLED

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