Alternative investments : CAIA level I /: CAIA level I. ([2020])
- Record Type:
- Book
- Title:
- Alternative investments : CAIA level I /: CAIA level I. ([2020])
- Main Title:
- Alternative investments : CAIA level I
- Other Titles:
- CAIA level one
- Uniform Title:
- CAIA level I
- Further Information:
- Note: Donald R. Chambers, Mark J.P. Anson, Keith H. Black, Hossein B. Kazemi, CAIA Association.
- Authors:
- Chambers, Donald R
Anson, Mark Jonathan Paul
Black, Keith H - Other Names:
- Anson, Mark Jonathan Paul
CAIA Association, issuing body. - Contents:
- Intro -- Alternative Investments -- Contents -- Preface -- Foundation -- Benefits -- The CAIA Programs and the CAIA Alternative Investment Analyst Series -- Acknowledgments -- About the Authors -- PART 1 Introduction to Alternative Investments -- CHAPTER 1 What Is an Alternative Investment? -- 1.1 ALTERNATIVE INVESTMENTS BY EXCLUSION -- 1.2 ALTERNATIVE INVESTMENTS BY INCLUSION -- 1.2.1 Real Assets -- 1.2.2 Hedge Funds -- 1.2.3 Private Equity -- 1.2.4 Structured Products -- 1.2.5 Limits on the Categorizations -- 1.3 THE BLURRED LINES BETWEEN TRADITIONAL AND ALTERNATIVE INVESTMENTS 1.4 A HISTORY OF ALTERNATIVE INVESTING: THE U.S. CASE -- 1.5 INVESTMENTS ARE DISTINGUISHED BY RETURN CHARACTERISTICS -- 1.5.1 Diversification -- 1.5.2 Illiquidity -- 1.5.3 Inefficiency -- 1.5.4 Non-Normality -- 1.6 INVESTMENTS ARE DISTINGUISHED BY METHODS OF ANALYSIS -- 1.6.1 Return Computation Methods -- 1.6.2 Statistical Methods -- 1.6.3 Valuation Methods -- 1.6.4 Portfolio Management Methods -- 1.7 EIGHT OTHER CHARACTERISTICS THAT DISTINGUISH ALTERNATIVE AND TRADITIONAL INVESTMENTS -- 1.8 FIVE GOALS OF ALTERNATIVE INVESTING -- 1.8.1 Adding Value through Active Management 1.8.2 Achieving Absolute and Relative Returns -- 1.8.3 Pursuing Arbitrage and Return Enhancement -- 1.8.4 Reduced Risk through Diversification -- 1.8.5 Avoiding Obsolescence -- 1.9 TWO PILLARS OF ALTERNATIVE INVESTMENT MANAGEMENT -- 1.9.1 Empirical Analysis -- 1.9.2 Economic Reasoning -- 1.9.3 Viewing Alternative Assets in a 22Intro -- Alternative Investments -- Contents -- Preface -- Foundation -- Benefits -- The CAIA Programs and the CAIA Alternative Investment Analyst Series -- Acknowledgments -- About the Authors -- PART 1 Introduction to Alternative Investments -- CHAPTER 1 What Is an Alternative Investment? -- 1.1 ALTERNATIVE INVESTMENTS BY EXCLUSION -- 1.2 ALTERNATIVE INVESTMENTS BY INCLUSION -- 1.2.1 Real Assets -- 1.2.2 Hedge Funds -- 1.2.3 Private Equity -- 1.2.4 Structured Products -- 1.2.5 Limits on the Categorizations -- 1.3 THE BLURRED LINES BETWEEN TRADITIONAL AND ALTERNATIVE INVESTMENTS 1.4 A HISTORY OF ALTERNATIVE INVESTING: THE U.S. CASE -- 1.5 INVESTMENTS ARE DISTINGUISHED BY RETURN CHARACTERISTICS -- 1.5.1 Diversification -- 1.5.2 Illiquidity -- 1.5.3 Inefficiency -- 1.5.4 Non-Normality -- 1.6 INVESTMENTS ARE DISTINGUISHED BY METHODS OF ANALYSIS -- 1.6.1 Return Computation Methods -- 1.6.2 Statistical Methods -- 1.6.3 Valuation Methods -- 1.6.4 Portfolio Management Methods -- 1.7 EIGHT OTHER CHARACTERISTICS THAT DISTINGUISH ALTERNATIVE AND TRADITIONAL INVESTMENTS -- 1.8 FIVE GOALS OF ALTERNATIVE INVESTING -- 1.8.1 Adding Value through Active Management 1.8.2 Achieving Absolute and Relative Returns -- 1.8.3 Pursuing Arbitrage and Return Enhancement -- 1.8.4 Reduced Risk through Diversification -- 1.8.5 Avoiding Obsolescence -- 1.9 TWO PILLARS OF ALTERNATIVE INVESTMENT MANAGEMENT -- 1.9.1 Empirical Analysis -- 1.9.2 Economic Reasoning -- 1.9.3 Viewing Alternative Assets in a 22 Framework -- 1.10 OVERVIEW OF THIS BOOK -- REVIEW QUESTIONS -- CHAPTER 2 The Environment of Alternative Investments -- 2.1 THE PARTICIPANTS -- 2.1.1 The Buy Side -- 2.1.2 The Sell Side -- 2.1.3 Outside Service Providers -- 2.2 ALTERNATIVE INVESTMENT STRUCTURES 2.2.1 Limited Liability and Passive Investments -- 2.2.2 Corporations and Limited Liability Companies -- 2.2.3 Limited Partnership Structures -- 2.2.4 Bankruptcy-Remote Entities -- 2.2.5 Entities Facilitating Investor Taxation Differences -- 2.3 KEY FEATURES OF FUND STRUCTURES -- 2.3.1 The Four Key Partnership Documents -- 2.3.2 Corporate Governance in Private Funds -- 2.3.3 Investment Objectives, Fund Size, and Fund Terms -- 2.3.4 Management Fees and Expenses -- 2.3.5 Global Regulations and Fund Structures -- 2.4 FINANCIAL MARKETS -- 2.4.1 Primary Capital Markets 2.4.2 Secondary Capital Markets -- 2.4.3 Third and Fourth Private Markets -- 2.5 REGULATORY ENVIRONMENT -- 2.5.1 Five Primary Forms of Hedge Fund Regulation -- 2.6 LIQUID ALTERNATIVE INVESTMENTS -- 2.6.1 The Spectrum of Liquid Alternatives Products -- 2.6.2 Growth and Growth Factors in Liquid Alternatives -- 2.6.3 Three Constraints against Achieving Alternative Investment Benefits through Liquid Products -- 2.6.4 Four Factors Determining Performance of Liquid Alternatives Compared to Private Placements -- 2.6.5 Empirical Analysis of Liquid Alternative Investment Performance -- 2.7 TAXATION … (more)
- Edition:
- Fourth edition
- Publisher Details:
- Hoboken, New Jersey : John Wiley & Sons, Inc
- Publication Date:
- 2020
- Extent:
- 1 online resource
- Subjects:
- 332.63
Investments
Securities
Portfolio management
Investments
Portfolio management
Securities
Electronic books - Languages:
- English
- ISBNs:
- 9781119604174
1119604176
9781119604150 - Related ISBNs:
- 111960415X
9781119604143 - Notes:
- Note: Description based on online resource; title from digital title page (viewed on June 16, 2020).
- Access Rights:
- Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
- Access Usage:
- Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.
- View Content:
- Available online (eLD content is only available in our Reading Rooms) ↗
- Physical Locations:
- British Library HMNTS - ELD.DS.504681
- Ingest File:
- 03_078.xml