Currículo
Alternative Investments AlIn
Contextos
Groupo: Finance > 2º Ciclo > Parte Escolar > Unidades Curriculares Optativas > Optional Course 2
ECTS
6.0 (para cálculo da média)
Objectivos
The learning outcomes of the curricular unit include understanding the characteristics, functioning and valuation of the main categories of alternative investments, including investments in private equity, natural resources and land, infrastructure, intellectual property, commodities and commodity derivatives, hedge funds and digital assets. By the end of this course, students will be able to: - understand the characteristics, functioning and valuation of the main categories of alternative investments, including investments in commodities and commodities derivatives, natural resources and land, infrastructure, intellectual property, private equity, hedge funds and digital assets. - understand their unique risk-return profiles and role in portfolio diversification and formulate basic strategies for investing in or allocating to these alternatives. - understand the specific risks associated with each category and approaches to mitigate them.
Programa
1.Introduction to Alternative Investments 2.Commodities and Commodity Derivatives 3.Natural Resources and Land 4.Infrastructure 5.Intellectual Property 6.Private Equity 7.Hedge Funds 8.Digital Assets
Método de Avaliação
Teaching methodology privileges theoretical exposition complemented with practical cases for a better understanding of alternative investment topics. Student´s assessment includes Quizzes and a Final Exam. A.December Evaluation Students are presented with 2 options: 1.Continuous Evaluation: 3 Quizzes (20%) * Final Exam (80%) 2.One Exam Final Exam (100%) *- Completion of all 3 Quizzes is mandatory for Option 1. Continuous Evaluation. Failure to execute any of the quizzes results in Option 2. One Exam. - Online Quizzes each take ~40 minutes and will be held through Google Forms (link available to students at the date of the Quiz) - Quizzes will be held on the following dates Quiz 1: 3rd October 18:00 Quiz 2: 24th October 18:00 Quiz 3: 14th November 18:00 B.January Evaluation 100% Final Exam
Carga Horária
Carga Horária de Contacto -
Trabalho Autónomo - 121.0
Carga Total -
Bibliografia
Principal
- CAIA Association (2025), CAIA Curriculum : CAIA Association 2025
- CFA Institute Research Foundation and CAIA Association(2018), Alternative Investments: A primer for Investment Professionals: CFA Institute and CAIA Association 2018
- CFA Institute (2024), CFA Program Curriculum Levels 1 and 2: Alternative Investments : CFA Institute 2024
Secundária
- Asset Allocation to Alternative Investments, CFA Institute : Adam Kobor, PhD, CFA, and Mark D. Guinney 2025