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
This course provides a comprehensive exploration of the characteristics, valuation techniques, and strategic roles alternative investments (private equity, natural resources and land, infrastructure, intellectual property, commodities and commodity derivatives, hedge funds and digital assets) play within the broader context of portfolio management. 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
Assessment December Evaluation (Época Normal) Continuous Evaluation: 3 Quizzes (30%) * Case Studies (10%) ** Final Exam (60%) January Evaluation (Época de Recurso) Final Exam (100%) * Completion of all 3 Quizzes is mandatory to be eligible for December Evaluation. Quizzes will be presential and will be held at the following lectures Quiz 1: 28th September 17:10 (Lecture 4) Quiz 2: 26 th October 17:10 (Lecture 7) Quiz 3: 26th November 17:10 (Lecture 10) ** Timely access to each of the case studies will be given prior to the corresponding lecture through a link on the course web page. Each student is expected: i) to prepare the case, ii) to be able to answer the guiding questions that will be made during the session and iii) to actively contribute to the class discussion.
Carga Horária
Carga Horária de Contacto -
Trabalho Autónomo - 121.0
Carga Total -
Bibliografia
Principal
- CAIA Association (2026), CAIA Curriculum : CAIA Association 2026
- CFA Institute Research Foundation and CAIA Association(2018), Alternative Investments: A primer for Investment Professionals: CFA Institute and CAIA Association 2018
Secundária
- Asset Allocation to Alternative Investments, CFA Institute : Adam Kobor, PhD, CFA, and Mark D. Guinney 2025
- CFA Institute (2024), CFA Program Curriculum Levels 1 and 2: Alternative Investments : CFA Institute 2024