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Chris Thomas

This course has been created to give students like you an introduction to hedge funds, one of the premier alternative investments available to allocators around the world. This course will give you an insight from the perspective of the professional investor in the space.

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This course has been created to give students like you an introduction to hedge funds, one of the premier alternative investments available to allocators around the world. This course will give you an insight from the perspective of the professional investor in the space.

In addition, you will come to understand how hedge funds function as an industry. Special attention will be given to the infrastructure and mechanics of the hedge fund space. You will learn about fee arrangements, liquidity constraints and the legal structures investors use to access hedge funds. An in-depth analysis of all hedge fund strategies, from equity long short to distressed will be discussed in this course. A case study of an institutional investment in a hedge fund will give you special insight into how sophisticated investors invest-and divest from an investment.

We'll wrap up this course with a module on current trends in the industry, from stagnant asset growth to the increasing proliferation of artificial intelligence technology and its impact on the industry and markets as a whole. Overall, this course will demystify hedge funds, making them more transparent to those who have not been previously exposed to the space.

This course is part 3 of the New York Institute of Finance’s Portfolio Management Professional Certificate program.

What's inside

Learning objectives

  • Hedge fund overview
  • Hedge fund investment strategies
  • Analyzing hedge funds
  • Hedge fund industry infrastructure
  • Hedge fund industry trends and challenges

Syllabus

Mod 1: Hedge Fund Overview
Mod 2: Hedge Fund Investment Strategies
Mod 3: Analyzing Hedge Funds
Mod 4: Hedge Fund Industry Infrastructure
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Mod 5: Hedge Fund Industry Trends and Challenges

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Explores advanced investment concepts, making it ideal for experienced investors
Provides an exceptional foundation for portfolio management professionals
Covers the complexities of hedge funds, providing students with highly relevant knowledge
Offers insights into institutional investment strategies, giving students a competitive edge
Examines current industry trends, helping students stay up-to-date with the evolving landscape

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Hedge Funds with these activities:
Review Hedge Fund Accounting Standards
Review Hedge Fund Accounting Standards to strengthen your foundational understanding and prepare for successful course engagement.
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  • Identify relevant Hedge Fund Accounting Standards
  • Summarize key concepts and requirements
  • Analyze financial statements using Hedge Fund Accounting Standards
Explore Hedge Fund Performance Measurement
Enhance your understanding by following guided tutorials on Hedge Fund Performance Measurement.
Browse courses on Performance Metrics
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  • Identify common performance metrics
  • Calculate and interpret performance ratios
Discuss Hedge Fund Investment Strategies
Engage in peer discussions to exchange perspectives and deepen your understanding of various Hedge Fund Investment Strategies.
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  • Present a specific Hedge Fund Investment Strategy
  • Evaluate strengths and weaknesses
  • Identify potential risks and rewards
Show all three activities

Career center

Learners who complete Hedge Funds will develop knowledge and skills that may be useful to these careers:
Financial Analyst
Financial Analysts provide investment advice to individuals, families, and institutions. They analyze financial data and make recommendations about which investments to buy and sell. This course can help Financial Analysts by providing them with a deep understanding of hedge funds, one of the most important asset classes available to investors. The course will also teach Financial Analysts how to analyze hedge funds and make informed investment decisions.
Hedge Fund Manager
Hedge Fund Managers are responsible for managing hedge funds, which are investment funds that use a variety of strategies to generate returns for investors. This course can help Hedge Fund Managers by providing them with a deep understanding of hedge funds, including the different strategies they use and the risks involved. The course will also teach Hedge Fund Managers how to analyze hedge funds and make informed investment decisions.
Investment Banker
Investment Bankers provide financial advice to companies and governments. They help companies raise capital and advise them on mergers and acquisitions. This course can help Investment Bankers by providing them with a deep understanding of hedge funds, one of the most important sources of capital for companies. The course will also teach Investment Bankers how to analyze hedge funds and make informed investment decisions.
Portfolio Manager
Portfolio Managers are responsible for overseeing the investment portfolios of individuals, families, and institutions. They make decisions about which investments to buy and sell, and they monitor the performance of those investments. This course can help Portfolio Managers by providing them with a deep understanding of hedge funds, one of the most important asset classes available to investors. The course will also teach Portfolio Managers how to analyze hedge funds and make informed investment decisions.
Venture Capitalist
Venture Capitalists invest in early-stage companies, typically with the goal of helping the companies grow and become profitable. This course can help Venture Capitalists by providing them with a deep understanding of hedge funds, which can be a source of capital for early-stage companies. The course will also teach Venture Capitalists how to analyze hedge funds and make informed investment decisions.
Private Equity Investor
Private Equity Investors invest in private companies, typically with the goal of selling the companies for a profit. This course can help Private Equity Investors by providing them with a deep understanding of hedge funds, which can be a source of capital for private companies. The course will also teach Private Equity Investors how to analyze hedge funds and make informed investment decisions.
Risk Manager
Risk Managers are responsible for identifying and managing risks for financial institutions. This course can help Risk Managers by providing them with a deep understanding of hedge funds, which can be a source of risk for financial institutions. The course will also teach Risk Managers how to analyze hedge funds and make informed investment decisions.
Quantitative Analyst
Quantitative Analysts use mathematical and statistical models to analyze financial data and make investment decisions. This course can help Quantitative Analysts by providing them with a deep understanding of hedge funds, which use a variety of quantitative models to generate returns for investors.
Compliance Officer
Compliance Officers are responsible for ensuring that financial institutions comply with all applicable laws and regulations. This course can help Compliance Officers by providing them with a deep understanding of hedge funds, which are subject to a variety of complex regulations.
Stockbroker
Stockbrokers buy and sell stocks for clients. This course may be helpful for Stockbrokers who want to learn more about hedge funds, which can be a valuable asset class for certain clients.
Investment Advisor
Investment Advisors provide investment advice to individuals and families. This course may be helpful for Investment Advisors who want to learn more about hedge funds, which can be a valuable asset class for certain clients.
Financial Consultant
Financial Consultants provide financial advice to businesses and individuals. This course may be helpful for Financial Consultants who want to learn more about hedge funds, which can be a valuable asset class for certain clients.
Financial Planner
Financial Planners provide financial advice to individuals and families. This course may be helpful for Financial Planners who want to learn more about hedge funds, which can be a valuable asset class for certain clients.
Insurance Agent
Insurance Agents sell insurance products to individuals and businesses. This course may be helpful for Insurance Agents who want to learn more about hedge funds, which can be a valuable asset class for certain clients.
Wealth Manager
Wealth Managers provide financial advice to high-net-worth individuals and families. This course may be helpful for Wealth Managers who want to learn more about hedge funds, which can be a valuable asset class for certain clients.

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Hedge Funds.
Provides a comprehensive overview of hedge funds, covering their history, evolution, strategies, and risk management techniques. It also discusses the legal and regulatory frameworks governing hedge funds.
Provides an in-depth analysis of the hedge fund industry, covering the different types of hedge funds, their investment strategies, and their performance. It also discusses the challenges and opportunities facing hedge funds in the current market environment.
Provides a comprehensive reference guide to hedge funds, covering their history, evolution, strategies, and risk management techniques. It also discusses the legal and regulatory frameworks governing hedge funds.
Provides a comprehensive guide to hedge fund of funds, covering the different types of hedge fund of funds, their investment strategies, and their risk management techniques. It also discusses the legal and regulatory frameworks governing hedge fund of funds.
Provides a basic introduction to hedge funds, covering their history, evolution, strategies, and risk management techniques. It also discusses the legal and regulatory frameworks governing hedge funds.
Provides a basic introduction to hedge funds, covering their history, evolution, strategies, and risk management techniques. It also discusses the legal and regulatory frameworks governing hedge funds.
Provides a basic introduction to hedge funds, covering their history, evolution, strategies, and risk management techniques. It also discusses the legal and regulatory frameworks governing hedge funds.

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