Free CFA Level I Alternative Investments Study Guide

Overview

Our free CFA Level I Alternative Investments notes cover everything you need to know for this module. From asset classes and characteristics, valuation and performance, to risks due diligence and structures, we've got you covered. Whether you're in a classroom or taking the self-study route, these notes provide added peace of mind, knowing that you have everything you need to help consolidate and revise effectively for CFA Level I exam. Think something could be better? Give us a shout on our contact page, and we'll take a look.

We've created comprehensive study guides for all CFA Level I topics. Check out our other free notes below:

• Ethical and Professional Standards
• Quantitative Methods
• Economics
• Financial Statement Analysis
• Corporate Issuers
• Equity Investments
• Fixed Income
• Derivatives
• Alternative Investments
• Portfolio Management and Wealth Planning

1. Asset classes and characteristics

• Real estate and infrastructure
• Private equity and venture capital
• Commodities and managed futures

2. Valuation and performance

• Private asset valuation approaches
• NAV fees and waterfalls
• Benchmarks and return measures

3. Risks due diligence and structures

• Liquidity leverage and lockups
• Due diligence and governance
• Fund structures and regulation basics