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FINANCIAL MARKET COURSES

Alternative Assets

Courses In This Course

Alternative assets (or alternative investments) are generally considered to be assets that are not mainstream ('traditional') assets such as debt and equity. Historical examples include real estate and commodities, but in more recent times the alternative asset class has expanded to incorporate investments such as hedge funds, private equity, and structured products. Although generally less liquid than the traditional asset classes, alternative assets offer significant diversification benefits for investors' portfolios.

Objectives

In this course, you will explore:

The fundamentals of 'alternatives' as an asset class

The features and characteristics of various alternative assets, including hedge funds, structured products, private equity, and real estate

The use of exchange-traded funds (ETFs) to provide access to alternative asset classes

Learner Profile

This course is designed for:

New recruits to the asset management industry

Portfolio and money managers

Private banking/wealth management executives and client relationship managers

Product specialists looking for a broader view of the business

Non-client facing personnel requiring an understanding of the business they support

Institutional and individual investors

  •    ALTERNATIVE ASSETS - AN INTRODUCTION

    Overview

    Alternative assets are those that are not included in the traditional (or ‘mainstream’) investment classes of equities, fixed income, and cash. ‘Alternatives’ typically include assets such as real estate, private equity, hedge funds, structured products, and commodities, although in practice this investment category is fluid with new products coming to market on a fairly regular basis. Many alternative assets exhibit a low (or negative) correlation with traditional asset classes, thus providing investors with opportunities for improved portfolio diversification and enhanced returns. This course looks at the defining characteristics of alternative assets and describes the main sub-classes in this asset category.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Asset Allocation – An Introduction

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  •    STRUCTURED PRODUCTS - AN INTRODUCTION

    Overview

    Over the past two decades or so, investors have been given access to an ever widening universe of potential assets to invest in. The development of structured products (SPs) had allowed investors to take views on different asset classes in a more precise way than merely 'buying' or 'selling' an instrument. This course describes the concept of structured products and examines the development of the market. Investor motivations, the basics of construction, and key risks are all investigated.

    Course Duration

    75 mins

    Prerequisite Knowledge

    Bonds – An Introduction

    Options – An Introduction

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  •    STRUCTURED PRODUCTS - MAJOR TYPES

    Overview

    Index swaps allow participants to increase or decrease general credit exposure, although the creation of credit indices has always been directly connected to the trading of index products. There is significantly more liquidity in these products than in single-name CDS transactions. This course looks at the construction of credit indices, the mechanics of index swaps, and the market environment.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Structured Products – An Introduction

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  •    STRUCTURED PRODUCTS - VALUATION & RISKS

    Overview

    This course examines in more detail some of the key risks encountered by investors in structured products, and how the value of these products will vary as market parameters change. There is also an analysis of (constant proportion portfolio insurance (CPPI) and its use as an alternative to ‘classical’ principal-protected structures.

    Course Duration

    75 mins

    Prerequisite Knowledge

    Structured Products – Major Types

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  •    PRIVATE EQUITY (PART I)

    Overview

    Private equity is a specialized form of investing in companies whose shares are (generally) not traded on public markets. It represents a different way of ‘owning’ companies compared with the more familiar stock market investment. Funds provided by private equity firms now complement the provision of ongoing lending to firms by commercial banks and finance houses, and of longer-term financing in the form of debt securities and equity (in addition to some forms of direct lending) by the investment banking community.

     

    This course – the first of two – looks at the fundamentals of the private equity industry. It covers topics such as the growth and importance of private equity as an asset class and the different types of private equity available (venture capital and buyouts).

    Course Duration

    75 mins

    Prerequisite Knowledge

    Private Banking & Wealth Management – An Introduction

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  •    PRIVATE EQUITY (PART II)

    Overview

    Private equity has become an increasingly attractive asset class to various investors in recent years, offering potentially high returns on a risk-adjusted basis. The key to reaping these high returns lies in identifying and investing in the right opportunities. Entrepreneurs looking to start a new business or develop one further are afforded excellent opportunities of raising finance from private equity investment if they have a well-researched and documented business plan backed up by an experienced management team.

     

    This course builds on the concepts described in Private Equity (Part I), focusing primarily on the private equity asset class from an investor’s point of view. It outlines the different ways of investing in private equity, from direct investment to the various types of fund, and looks at the role of investors – in addition to the companies seeking financing – in private equity transactions.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Private Equity (Part I)

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  •    LIQUID ALTERNATIVES

    Overview

    This course examines the emergence of liquid alternative funds (“liquid alts”) as a significant asset class since the global financial crisis. The drivers behind the growth of liquid alts are examined, along with the differences between these funds, standard mutual/investment funds, and hedge funds. The course also covers the main liquid alternative trading strategies, as well as the key risk and regulatory considerations for both fund managers and investors.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Alternative Assets – An Introduction

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