In this lesson, we explore performance reviews, including investment objectives and the generation of alpha.
This course offers a focused exploration of due diligence in evaluating investment managers, guiding you through essential processes to make informed decisions. You’ll learn how to conduct thorough performance reviews, assess investment objectives, and understand the concept of alpha generation. The course covers both structural and strategic reviews, illustrated with a practical example of due diligence on a convertible arbitrage trading strategy.
In addition, you’ll examine best practices recommended by the President’s Working Group on Financial Markets, highlighting key areas where effective due diligence can reduce systemic risks and enhance investor protection. Whether you’re an investor, analyst, or financial professional, this lesson provides vital insights into strengthening your due diligence process.
Chartered Alternative Investment Analyst Association
CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative investments are converging at an unprecedented pace. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. CAIA Association creates dynamic and captivating learning experiences designed to engage investment professionals at every level. Its programs – the CAIA Charter and the CAIA.nxt™ platform – offer critical levels of access to a comprehensive curriculum that equips the investment community with the skills and knowledge needed to build modern portfolios. CAIA Association is a global member-driven community of more than 14,000 professionals, united by a shared commitment to improving investment outcomes and building a more aligned, principled capital market system.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
