CFA - Alternative Investments Mind Map

Mace
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Mind Map on CFA - Alternative Investments Mind Map, created by Mace on 02/20/2014.

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Mace
Created by Mace over 5 years ago
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CFA - Alternative Investments Mind Map
1 Alternative Investments
1.1 Reading 66 LOS
1.1.1 66 a) Compare A.I. with traditional Investments
1.1.1.1 Less transparency
1.1.1.2 Low correlation with traditional Investments
1.1.1.3 Illiquidity
1.1.1.4 Manager Specialization
1.1.1.5 Low levels of Regulation
1.1.1.6 Unique legal and tax considerations
1.1.2 66 b) Describe Categories of A.I.
1.1.2.1 Commodities
1.1.2.2 Hedge Funds
1.1.2.3 Real Estate
1.1.2.4 PE Funds
1.1.2.5 Others
1.1.3 66 c) Describe Potential benefits of A.I. in the context of portfolio management
1.1.3.1 Absolute Returns
1.1.3.2 Market Segmentation
1.1.3.3 Concentrated Portfolios
1.1.4 66 d) Describe Hedge Funds, PE, Real Estate, Commodities and Others including, Strategies, Subcategoriesm Potential Benefits and Risks, Fee Structures and Due Diligence
1.1.4.1 Hedge Funds
1.1.4.1.1 Strategies
1.1.4.1.1.1 Event Driven
1.1.4.1.1.1.1 Merger Arbitrage
1.1.4.1.1.1.2 Distressed/ Restructuring
1.1.4.1.1.1.3 Activist Shareholder
1.1.4.1.1.1.4 Special Situations
1.1.4.1.1.2 Equity Hedge
1.1.4.1.1.3 Relative Value
1.1.4.1.1.3.1 Fixed Income Convertible Arbitrage
1.1.4.1.1.3.2 Fixed Income Asset Backed
1.1.4.1.1.3.3 Fixed Income General
1.1.4.1.1.3.4 Volatility
1.1.4.1.1.3.5 Multi- Strategy
1.1.4.1.1.4 Macro
1.1.4.1.2 Due Diligence
1.1.4.1.2.1 Investment Strategy and Process
1.1.4.1.2.2 Management Style
1.1.4.1.2.3 System Risk Management
1.1.4.1.2.4 Competitive Advantage
1.1.4.1.2.5 Key Person Risk
1.1.4.1.2.6 Track Record
1.1.4.1.2.7 Size and Longevity
1.1.4.1.2.8 Investor Relations
1.1.4.1.3 Fee Structrues
1.1.4.1.4 Description
1.2 Reading 67

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