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Alternative Investments: A Primer for Investment Professionals

Alternative Investments: A Primer for Investment Professionals
A Book

by Donald R. Chambers,Keith H. Black,Nelson J. Lacey

  • Publisher : CFA Institute Research Foundation
  • Release : 2018
  • Pages : 329
  • ISBN : 1944960384
  • Language : En, Es, Fr & De
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Alternative Investments: A Primer for Investment Professionals provides an overview of alternative investments for institutional asset allocators and other overseers of portfolios containing both traditional and alternative assets. It is designed for those with substantial experience regarding traditional investments in stocks and bonds but limited familiarity regarding alternative assets, alternative strategies, and alternative portfolio management. The primer categorizes alternative assets into four groups: hedge funds, real assets, private equity, and structured products/derivatives. Real assets include vacant land, farmland, timber, infrastructure, intellectual property, commodities, and private real estate. For each group, the primer provides essential information about the characteristics, challenges, and purposes of these institutional-quality alternative assets in the context of a well-diversified institutional portfolio. Other topics addressed by this primer include tail risk, due diligence of the investment process and operations, measurement and management of risks and returns, setting return expectations, and portfolio construction. The primer concludes with a chapter on the case for investing in alternatives.

The Little Book of Alternative Investments

The Little Book of Alternative Investments
Reaping Rewards by Daring to be Different

by Ben Stein,Phil DeMuth

  • Publisher : John Wiley & Sons
  • Release : 2011-02-25
  • Pages : 288
  • ISBN : 9781118075265
  • Language : En, Es, Fr & De
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Praise For THE LITTLE BOOK OF ALTERNATIVE INVESTMENTS "Ben and Phil have done it again. Another lucid, insightful book, designed to enhance your wealth! In today's stock-addled cult of equities, there is a gaping hole in most investors' portfolios...the whole panoply of alternative investments that can simultaneously help us cut our risk, better hedge our inflation risk, and boost our return. This Little Book is filled with big ideas on how to make these markets and strategies a treasured part of our investing toolkit." —Robert Arnott, Chairman, Research Affiliates "I have been reading Ben Stein for thirty-five years and Phil DeMuth since he joined up with Ben ten years ago. They do solid work, and this latest is no exception." —Jim Rogers, author of A Gift to My Children "If anyone can make hedge funds sexy, Stein and DeMuth can, and they've done it with style in this engaging, instructive, and tasteful how-to guide for investing in alternatives. But you should read this Kama Sutra of investment manuals not just for the thrills, but also to learn how to avoid the hazards of promiscuous and unprotected investing." —Andrew Lo, Professor and Director, MIT Laboratory for Financial Engineering

Alternative Investments

Alternative Investments
CAIA Level II

by CAIA Association,Hossein Kazemi,Keith H. Black,Donald R. Chambers

  • Publisher : John Wiley & Sons
  • Release : 2016-09-27
  • Pages : 1104
  • ISBN : 111901638X
  • Language : En, Es, Fr & De
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In-depth Level II exam preparation direct from the CAIA Association CAIA Level II is the official study guide for the Chartered Alternative Investment Analyst professional examination, and an authoritative guide to working in the alternative investment sphere. Written by the makers of the exam, this book provides in-depth guidance through the entire exam agenda; the Level II strategies are the same as Level I, but this time you'll review them through the lens of risk management and portfolio optimisation. Topics include asset allocation and portfolio oversight, style analysis, risk management, alternative asset securitisation, secondary market creation, performance and style attribution and indexing and benchmarking, with clear organisation and a logical progression that allows you to customise your preparation focus. This new third edition has been updated to align with the latest exam, and to reflect the current practices in the field. The CAIA designation was developed to provide a standardized knowledge base in the midst of explosive capital inflow into alternative investments. This book provides a single-source repository of that essential information, tailored to those preparing for the Level II exam. Measure, monitor and manage funds from a risk management perspective Delve into advanced portfolio structures and optimisation strategies Master the nuances of private equity, real assets, commodities and hedge funds Gain expert insight into preparing thoroughly for the CAIA Level II exam The CAIA Charter programme is rigorous and comprehensive, and the designation is globally recognised as the highest standard in alternative investment education. Candidates seeking thorough preparation and detailed explanations of all aspects of alternative investment need look no further than CAIA Level II.

The Only Guide to Alternative Investments You'll Ever Need

The Only Guide to Alternative Investments You'll Ever Need
The Good, the Flawed, the Bad, and the Ugly

by Larry E. Swedroe,Jared Kizer

  • Publisher : John Wiley and Sons
  • Release : 2010-05-13
  • Pages : 320
  • ISBN : 9780470885338
  • Language : En, Es, Fr & De
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The rewards of carefully chosen alternative investments can be great. But many investors don’t know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most popular alternative investments: Real estate, Inflation-protected securities, Commodities, International equities, Fixed annuities, Stable-value funds, High-yield (junk) bonds, Private equity (venture capital), Covered calls, Socially responsible mutual funds, Precious metals equities, Preferred stocks, Convertible bonds, Emerging market bonds, Hedge funds, Leveraged buyouts, Variable annuities, Equity-indexed annuities, Structured investment products, Leveraged funds The authors describe how the investments work, the pros and cons of each, which to consider, which to avoid, and how to get started. Swedroe and Kizer evaluate each investment in terms of: Expected returns Volatility Distribution of returns Diversification potential Fees Trading and operating expenses Liquidity Tax efficiency Account location Role in an asset-allocation program Any investor who is considering or just curious about investment opportunities outside the traditional world of stocks, bonds, and bank certificates of deposit would be well-advised to read this book.

Alternative Investments

Alternative Investments
Instruments, Performance, Benchmarks, and Strategies

by H. Kent Baker,Greg Filbeck

  • Publisher : John Wiley & Sons
  • Release : 2013-03-06
  • Pages : 648
  • ISBN : 1118282582
  • Language : En, Es, Fr & De
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A comprehensive guide to alternative investments that reveals today's latest research and strategies Historically low interest rates and bear markets in world stock markets have generated intense interest in alternative investments. With returns in traditional investment vehicles relatively low, many professional investors view alternative investments as a means of meeting their return objectives. Alternative Investments: Instruments, Performance, Benchmarks, and Strategies, can put you in a better position to achieve this difficult goal. Part of the Robert W. Kolb Series in Finance, Alternative Investments provides an in-depth discussion of the historic performance, benchmarks, and strategies of every major alternative investment market. With contributions from professionals and academics around the world, it offers valuable insights on the latest trends, research, and thinking in each major area. Empirical evidence about each type of alternative investment is featured, with research presented in a straightforward manner. Examines a variety of major alternative asset classes, from real estate, private equity, and commodities to managed futures, hedge funds, and distressed securities Provides detailed insights on the latest research and strategies, and offers a thorough explanation of historical performance, benchmarks, and other critical information Blends knowledge from the conceptual world of scholars with the pragmatic view of practitioners in this field Alternative investments provide a means of diversification, risk control, and return enhancement and, as such, are attractive to many professional investors. If you're looking for an effective way to hone your skills in this dynamic area of finance, look no further than this book.

The Handbook of Alternative Investments

The Handbook of Alternative Investments
A Book

by Darrell Jobman

  • Publisher : John Wiley & Sons
  • Release : 2002-10-10
  • Pages : 368
  • ISBN : 0471421146
  • Language : En, Es, Fr & De
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Encyclopedia of Alternative Investments

Encyclopedia of Alternative Investments
A Book

by Greg N. Gregoriou

  • Publisher : CRC Press
  • Release : 2008-08-18
  • Pages : 592
  • ISBN : 9781420064896
  • Language : En, Es, Fr & De
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A pioneering reference essential in any financial library, the Encyclopedia of Alternative Investments is the most authoritative source on alternative investments for students, researchers, and practitioners in this area. Containing 545 entries, the encyclopedia focuses on hedge funds, managed futures, commodities, and venture capital. It features contributions from well-known, respected academics and professionals from around the world. More than a glossary, the book includes academic references for money managers and investors who want to understand the jargon and delve into the definitions. About the Editor Greg N. Gregoriou, Ph.D., is Professor of Finance in the School of Business and Economics at the State University of New York, Plattsburgh, USA. A prolific author, Dr. Gregoriou is hedge fund editor of the Journal of Derivatives and Hedge Funds as well as an editorial board member of the Journal of Wealth Management and the Journal of Risk Management in Financial Institutions. His research primarily focuses on hedge funds and managed futures.

Alternative Investments

Alternative Investments
CAIA Level I

by Donald R. Chambers,Mark J. P. Anson,Keith H. Black,Hossein B. Kazemi,CAIA Association

  • Publisher : John Wiley & Sons
  • Release : 2020-03-24
  • Pages : 928
  • ISBN : 1119604141
  • Language : En, Es, Fr & De
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Alternative Investments: CAIA Level I, 4th Edition is the curriculum book for the Chartered Alternative Investment Analyst (CAIA) Level I professional examination. Covering the fundamentals of the alternative investment space, this book helps you build a foundation in alternative investment markets. You'll look closely at the different types of hedge fund strategies and the range of statistics used to define investment performance as you gain a deep familiarity with alternative investment terms and develop the computational ability to solve investment problems. From strategy characteristics to portfolio management strategies, this book contains the core material you will need to succeed on the CAIA Level I exam. This updated fourth edition tracks to the latest version of the exam and is accompanied by the following ancillaries: a workbook, study guide, learning objectives, and an ethics handbook.

Alternative Investments

Alternative Investments
Instruments, Performance, Benchmarks, and Strategies

by H. Kent Baker,Greg Filbeck

  • Publisher : John Wiley & Sons
  • Release : 2013-03-06
  • Pages : 648
  • ISBN : 1118282582
  • Language : En, Es, Fr & De
GET BOOK

A comprehensive guide to alternative investments that reveals today's latest research and strategies Historically low interest rates and bear markets in world stock markets have generated intense interest in alternative investments. With returns in traditional investment vehicles relatively low, many professional investors view alternative investments as a means of meeting their return objectives. Alternative Investments: Instruments, Performance, Benchmarks, and Strategies, can put you in a better position to achieve this difficult goal. Part of the Robert W. Kolb Series in Finance, Alternative Investments provides an in-depth discussion of the historic performance, benchmarks, and strategies of every major alternative investment market. With contributions from professionals and academics around the world, it offers valuable insights on the latest trends, research, and thinking in each major area. Empirical evidence about each type of alternative investment is featured, with research presented in a straightforward manner. Examines a variety of major alternative asset classes, from real estate, private equity, and commodities to managed futures, hedge funds, and distressed securities Provides detailed insights on the latest research and strategies, and offers a thorough explanation of historical performance, benchmarks, and other critical information Blends knowledge from the conceptual world of scholars with the pragmatic view of practitioners in this field Alternative investments provide a means of diversification, risk control, and return enhancement and, as such, are attractive to many professional investors. If you're looking for an effective way to hone your skills in this dynamic area of finance, look no further than this book.

Understanding Alternative Investments

Understanding Alternative Investments
Creating Diversified Portfolios that Ride the Wave of Investment Success

by Stephen Todd Walker

  • Publisher : Palgrave Macmillan
  • Release : 2014-07-01
  • Pages : 336
  • ISBN : 1137370203
  • Language : En, Es, Fr & De
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Using ground-breaking, never before seen data on alternative investments, Stephen Todd Walker explores how to apply new risk measurements to an alternative portfolio. Through his 20+ years of expertise in finance, the author explains how to go about carefully selecting the best alternatives for you and the right time to invest in them, including real estate, hedge funds, private equity, venture capital, and more. Features of the book include: -Historical data showing alternative investment on the upswing -Tools to help identify and evaluate alternative investments -Insights into wave theory and how it works -The pros and cons of investments The book shows the merits of owning alternative investments and helps investors who want to create better, more diversified portfolios.

Alternative Investments in Wealth Management

Alternative Investments in Wealth Management
A Comprehensive Study of the Central and East European Market

by Ewelina Sokołowska

  • Publisher : Springer
  • Release : 2014-07-31
  • Pages : 134
  • ISBN : 331908075X
  • Language : En, Es, Fr & De
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This monograph provides a comprehensive source of analysis and research on alternative investments in the wealth management process, with a special focus on Poland and Eastern Europe. It presents the characteristics that distinguish alternative investments from traditional investments and illustrates the benefits and risks involved in the former. The experience gained in developed countries is extremely valuable for the analysis of both the Polish and Eastern European financial markets. In the theoretical part of the book, key aspects of alternative investments are collected, systematized and developed; subsequently, in the empirical part the results of selected studies on the alternative investment sector around the world are examined. Lastly, the book’s findings are applied to the context of alternative financial investments in Poland, investigating the preferences for alternative investments in the country, which is the largest market in Central and Eastern Europe. Not only of theoretical interest, these insights have a high application value, making the book an essential resource for scholars, practitioners and policymakers alike.

Alternative Investments

Alternative Investments
Existing and Expected Legal Framework for the Operations of Hedge Funds in European and German Law

by Marco M. Sperlich

  • Publisher : Diplomica Verlag
  • Release : 2010-06
  • Pages : 56
  • ISBN : 3836688611
  • Language : En, Es, Fr & De
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During the last 15 years the hedge fund industry has become one of the most creative and rapid growing areas within the financial industry and has made it hard for regulators to mitigate the potential risks posed to investors and the financial system. In light of the financial crisis, international interest in the supervision and regulation of the financial industry has increased rapidly, particularly with regard to hedge funds and there is no doubt that international and European initiatives will influence hedge fund operations in European and German law. The aim of this thesis is to introduce the reader from a legal perspective to the general characteristics of hedge funds as well as the existing and expected legal schemes for the operations of hedge funds in European and German law. The thesis explains the characteristics of hedge fund schemes by describing their origin and terms of hedge funds used. In general, the reader will be introduced to the European and German legal landscape as well as to market participants in the hedge funds business by analysing applicable German law as well the practability of existing EU Directives and Regulations. Furthermore a brief summary of the financial supervisory framework will be presented as well as the role of hedge fund associations. The reader will also find a chapter analyzing and describing the proposed Directive for Alternative Investment Fund Managers (AIFM) by following its table of contents resulting in a comparative summary on expected European regulation and possible impacts to German law. Finally, I highlight two conclusions. First on the proposed AIFM Directive, which is still in draft, and therefore a statement of political intent, has no binding effect and I expect that the proposed regulations encompassed in the Directive will evolve significantly prior to the passage of new legislation due to lobbying by hedge fund associations and the United Kingdom (UK) government. The second conclusion is that German

CAIA Level I

CAIA Level I
An Introduction to Core Topics in Alternative Investments

by CAIA Association,Mark J. P. Anson

  • Publisher : John Wiley & Sons
  • Release : 2009-10-02
  • Pages : 528
  • ISBN : 9780470557242
  • Language : En, Es, Fr & De
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Not to be used after March, 2012 Exams – CAIA Level I, 2nd Edition should be used to prepare for September 2012 Exam. The official study text for the Level I Chartered Alternative Investment Analyst (CAIA) exam The Chartered Alternative Investment Analyst (CAIA) designation is the financial industry's first and only globally recognized program that prepares professionals to deal with the ever-growing field of alternative investments. The CAIA Level I: An Introduction to Core Topics in Alternative Investments contains all material on alternative investments that a potential Level I candidate would need to know as they prepare for the exam. The information found here will help you build a solid foundation in both traditional and alternative investment markets-for example, the range of statistics that are used to define investment performance as well as the many types of hedge fund strategies. It will also inform CAIA candidates on how to identify and describe aspects of financial markets, develop reasoning skills, and in some cases, make computations necessary to solve business problems. Contains "need to know" material for Level I candidates and for alternative investment specialists Addresses all of the unique attributes associated with the alternative investments space Organized with a study guide outline and learning objectives with key terms, available for free at www.caia.org/program/studyguides Focuses on alternative investments and quantitative techniques used by investment professionals This book is a must-have resource for anyone contemplating taking the CAIA Level I exam.

The Handbook of Alternative Investments

The Handbook of Alternative Investments
A Book

by Darrell Jobman

  • Publisher : John Wiley & Sons
  • Release : 2002-10-10
  • Pages : 368
  • ISBN : 0471421146
  • Language : En, Es, Fr & De
GET BOOK

The Only Guide to Alternative Investments You'll Ever Need

The Only Guide to Alternative Investments You'll Ever Need
The Good, the Flawed, the Bad, and the Ugly

by Larry E. Swedroe,Jared Kizer

  • Publisher : John Wiley and Sons
  • Release : 2010-05-13
  • Pages : 320
  • ISBN : 9780470885338
  • Language : En, Es, Fr & De
GET BOOK

The rewards of carefully chosen alternative investments can be great. But many investors don’t know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most popular alternative investments: Real estate, Inflation-protected securities, Commodities, International equities, Fixed annuities, Stable-value funds, High-yield (junk) bonds, Private equity (venture capital), Covered calls, Socially responsible mutual funds, Precious metals equities, Preferred stocks, Convertible bonds, Emerging market bonds, Hedge funds, Leveraged buyouts, Variable annuities, Equity-indexed annuities, Structured investment products, Leveraged funds The authors describe how the investments work, the pros and cons of each, which to consider, which to avoid, and how to get started. Swedroe and Kizer evaluate each investment in terms of: Expected returns Volatility Distribution of returns Diversification potential Fees Trading and operating expenses Liquidity Tax efficiency Account location Role in an asset-allocation program Any investor who is considering or just curious about investment opportunities outside the traditional world of stocks, bonds, and bank certificates of deposit would be well-advised to read this book.

Alternative Investments and Strategies

Alternative Investments and Strategies
Credit, Derivatives, CPPI, Investments, Risk

by Rüdiger Kiesel

  • Publisher : World Scientific
  • Release : 2010
  • Pages : 397
  • ISBN : 9814280119
  • Language : En, Es, Fr & De
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This book combines academic research and practical expertise on alternative assets and trading strategies in a unique way. The asset classes that are discussed include: credit risk, cross-asset derivatives, energy, private equity, freight agreements, real alternative assets (RAA), and socially responsible investments (SRI). The coverage on trading and investment strategies are directed at portfolio insurance, especially constant proportion portfolio insurance (CPPI) and constant proportion debt obligation (CPDO) strategies, robust portfolio optimization, and hedging strategies for exotic optio

The Little Book of Alternative Investments

The Little Book of Alternative Investments
Reaping Rewards by Daring to be Different

by Ben Stein,Phil DeMuth

  • Publisher : John Wiley & Sons
  • Release : 2011-02-25
  • Pages : 288
  • ISBN : 9781118075265
  • Language : En, Es, Fr & De
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Praise For THE LITTLE BOOK OF ALTERNATIVE INVESTMENTS "Ben and Phil have done it again. Another lucid, insightful book, designed to enhance your wealth! In today's stock-addled cult of equities, there is a gaping hole in most investors' portfolios...the whole panoply of alternative investments that can simultaneously help us cut our risk, better hedge our inflation risk, and boost our return. This Little Book is filled with big ideas on how to make these markets and strategies a treasured part of our investing toolkit." —Robert Arnott, Chairman, Research Affiliates "I have been reading Ben Stein for thirty-five years and Phil DeMuth since he joined up with Ben ten years ago. They do solid work, and this latest is no exception." —Jim Rogers, author of A Gift to My Children "If anyone can make hedge funds sexy, Stein and DeMuth can, and they've done it with style in this engaging, instructive, and tasteful how-to guide for investing in alternatives. But you should read this Kama Sutra of investment manuals not just for the thrills, but also to learn how to avoid the hazards of promiscuous and unprotected investing." —Andrew Lo, Professor and Director, MIT Laboratory for Financial Engineering

The Investor's Guidebook to Alternative Investments

The Investor's Guidebook to Alternative Investments
The Role of Alternative Investments in Portfolio Design

by Stuart R. Veale

  • Publisher : Penguin
  • Release : 2013-10-01
  • Pages : 256
  • ISBN : 1101633670
  • Language : En, Es, Fr & De
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A concise, yet comprehensive, guidebook that addresses the practical aspects of investing in fixed income investments. The Investor’s Guidebook series presents investment vehicles and strategies from both the issuers’ and the investors’ perspectives. Starting with basic concepts and then building to state-of-the-art pricing models, strategies, and tactics, these succinct handbooks will be useful for everyone from new hires through experienced professionals. Unlike most books, which are read once and sit on the shelf, professionals will refer to these books repeatedly throughout their careers.

Research Handbook on Hedge Funds, Private Equity and Alternative Investments

Research Handbook on Hedge Funds, Private Equity and Alternative Investments
A Book

by Phoebus Athanassiou

  • Publisher : Edward Elgar Publishing
  • Release : 2012-01-01
  • Pages : 508
  • ISBN : 184980608X
  • Language : En, Es, Fr & De
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This unique and detailed Handbook provides a comprehensive source of analysis and research on alternative investment funds in the EU, the US and other leading jurisdictions. Expert contributors offer an unparalleled perspective on the contemporary alternative funds industry, the main areas of regulatory policy concern surrounding its activities, and the role that alternative funds have played in recent financial crises, as well as an account of the rules governing their operation in selected jurisdictions. Providing insight and analysis of the contemporary investment funds industry at a time of crisis and transition, the Research Handbook on Hedge Funds, Private Equity and Alternative Investments will be a valuable tool for scholars, practitioners and policymakers alike.

Alternative Investment Strategies And Risk Management

Alternative Investment Strategies And Risk Management
Improve Your Investment Portfolio's Risk-Reward Ratio

by Raghurami Reddy Etukuru

  • Publisher : iUniverse
  • Release : 2011-10
  • Pages : 348
  • ISBN : 1462050077
  • Language : En, Es, Fr & De
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The global markets continue to be volatile and the overall economy remains uncertain. In this environment, it's more important than ever to get familiar with risk management principles and seek out alternative investment strategies carefully to maintain and grow your capital. Written by Raghurami Reddy Etukuru, MBA, CAIA, FRM, PRM, this guidebook introduces you to various alternative investments and risk management concepts in straightforward language. For instance, hedge funds are often seen as risky investments, but they actually provide greater diversification than traditional common stocks. If you engage in the proper hedge fund strategy, you'll also find less volatility. In addition to hedge funds, you will find information and guidance on various phases of due diligence; risk metrics, quantitative models and exotic options; commodities, managed futures, private equities, and real estate; brokers, auditors, and legal counsel. Get the information you need to make informed decisions about your own finances. Whether you are a businessperson, student, analyst it's imperative for you to develop a deeper understanding of "Alternative Investment Strategies and Risk Management."