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Discover the world of alternative investments and their importance in enhancing portfolio diversification and increasing returns. The program covers hedge funds, private equity, real estate, commodities, and other alternative asset classes. Through practical exercises, you will gain real-world experience in building, managing, and evaluating diversified investment portfolios.
This program is designed to provide an intensive training experience, aiming to introduce participants to the world of alternative investments and their importance in enhancing portfolio diversification and increasing returns. The program covers a wide range of alternative asset classes, including hedge funds, private equity, real estate, infrastructure, and commodities. It also explores various strategies, focusing on their structures, risks, and benefits. Participants will learn how to integrate these investments into traditional portfolios to ensure a balance between risks and returns. Through practical exercises and brainstorming sessions, participants will gain hands-on experience in constructing, managing, and evaluating investment portfolios using diverse tools and strategies. Participants will learn how to integrate these asset classes with traditional investments and incorporate them into client portfolios. Through practical exercises, they will gain hands-on experience in building, managing, and evaluating a diversified investment portfolio comprising alternative assets.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam
Brokers- Dealers
Portfolio/Fund Analysts
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
Online Training
What are alternative investments?
Differences between traditional and alternative investments
Overview of alternative asset classes
Role of alternative investments in portfolio diversification
Team Exercise: Teams will create a simulated alternative investment portfolio, beginning with selecting a mix of alternative asset classes based on risk appetite and return objectives
Online Training
Hedge Funds
Private Equity
Team Exercise: Teams will allocate a portion of their portfolio to hedge funds and private equity, selecting specific strategies that align with their investment objectives
Online Training
Real Estate
Infrastructure
Team Exercise: Teams will evaluate real estate and infrastructure opportunities, determining how much of their portfolio should be allocated to these asset classes and why?
Online Training
Understanding commodities as an asset class (energy, metals, agricultural products)
Investment vehicles: commodity funds, futures, ETFs and direct ownership
Role of commodities in inflation hedging and portfolio diversification
Investing in natural resources: forestry, agriculture, and water
Team Exercise: Teams will incorporate commodities into their portfolios, deciding how commodities and natural resources can act as hedges or return drivers
Online Training
Risk factors in alternative investments (liquidity, volatility, leverage)
Understanding the correlation between alternative investments and traditional asset classes
Return drivers for different alternative asset classes
Portfolio construction and balancing risk-return profiles
Team Exercise: Teams will analyze the risk-return profile of their portfolio and make adjustments based on their risk tolerance and expected returns
Online Training
Measuring performance in alternative investments: IRR, multiples, and benchmarking
Exit strategies for alternative assets: liquidation, secondary sales and IPOs
Evaluating long-term performance vs traditional investments
Reporting and compliance considerations for alternative investments
Team Exercise: Teams will present their final portfolio allocations and performance metrics, explaining their choice of exit strategies and evaluating the overall success of their investment strategy
.Understanding the different types of alternative investments, including hedge funds, private equity, real estate, infrastructure, and commodities
.Gaining a clear insight into the relationship between risks and returns in alternative investments and their impact on portfolio composition
Learning how to strategically utilize alternative assets to enhance portfolio diversification and reduce overall risks
Acquiring the ability to conduct a comprehensive evaluation of alternative investments by applying due diligence practices to ensure quality and efficiency
Developing practical skills needed to design and manage investment portfolios that include alternative assets, achieving a balance between targeted risks and returns.
