CSI will be performing system maintenance on Saturday April 13th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

What is the course syllabus?

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Lesson 1: Introduction to Alternative Investments

Topics covered in this chapter are:

  • What are Alternative Investments?

Lesson 2: Investing in Alternatives — Benefits and Risks

Topics covered in this chapter are:

  • Why Invest in Alternative Investments?
  • Efficient Frontier
  • Empirical Evidence
  • What is Risk?
  • Alternative Strategy Risk Drivers

Lesson 3: Alternative Investment Structures

Topics covered in this chapter are:

  • Exempt Market Alternative Funds (Hedge Funds)
  • Who can Invest in Hedge Funds?
  • Hedge Fund Features
  • Alternative Mutual Funds (Liquid Alts)
  • Funds of Hedge (or Liquid Alts) Funds
  • Closed-End Funds
  • Exchange-Traded Funds (ETFs)

Lesson 4: Comparing Alternative Mutual Funds with Conventional Mutual Funds and Hedge Funds

Topics covered in this chapter are:

  • Comparing Alternative Mutual Funds with Conventional Mutual Funds and Hedge Funds

Lesson 5: Alternative Investment Strategies

Topics covered in this chapter are:

  • Alternative Investment Strategy Categories
  • Relative Value Strategies
  • Event-Driven Strategies
  • Directional Strategies
  • Multi-Strategy Funds
  • Leveraged ETF Strategy
  • Investment Strategies Most Appropriate for Alternative Mutual Funds

Lesson 6: Alternative Strategy Fund Performance Measurement

Topics covered in this chapter are:

  • Risk Measures
  • Performance Benchmark

Lesson 7: Due Diligence and Suitability of Alternative Strategies

Topics covered in this chapter are:

  • Key Due Diligence Areas for Advisors
  • A Comprehensive Due Diligence Process
  • Suitability

Appendix: An Introduction to Derivatives

Topics covered in this chapter are:

  • What is a Derivative?