Deutsche Asset & Wealth Management (DeAWM) has announced a global partnership with the Chartered Alternative Investment Analyst (CAIA) Association.
In response to the global growth of alternative investment products, DeAWM is partnering with the CAIA Association to offer the Fundamentals of Alternative Investments Certificate Program to its client coverage and investment professionals globally.
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DeAWM is the first asset manager to require certification of its retail coverage in the Americas, affirming its commitment to the evolving alternative investment landscape.
Robert Kendall, head of DeAWM Retail Distribution, Americas, said: "As DeAWM looks to leverage its alternative investment expertise for retail investors, we are excited to partner with CAIA. The Fundamentals of Alternative Investments program will only enhance DeAWM’s ability to provide the best investment solutions to its clients."
In this newly-created program, DeAWM’s retail distribution team will be required to complete a course consisting of 20 one-hour modules. It includes an overview of portfolio construction, risk management and due diligence, along with in-depth sections on hedge funds, real assets, private equity, commodities and structured products and is taught by CAIA’s leading experts in alternative investment education.
Keith Black, managing director of Curriculum and Exams, CAIA, said: "The Fundamentals of Alternative Investment Certificate Program fills a critical knowledge gap in alternative investments education. The program is a natural extension of CAIA’s mission to provide solutions to specific market needs for alternative investment education."
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By GlobalDataThe CAIA Association, the global leader in alternative investment education, created the course in collaboration with IMCA, which delivers investment consulting and wealth management credentials and education. The program is accepted for continuing education hours for the CIMA, CIMC, CPWA, and CFP designations.
William Kelly, CEO, CAIA Association, said: "The landscape for alternatives has changed dramatically, and it is imperative that the professionals charged with managing, analyzing, distributing, and regulating these products keep pace with a focus that has knowledge and education as its central tenet. The Fundamentals program is meant to be an answer to the continued quest for this knowledge coming from so many newer and more retail-oriented intermediaries and end-clients."
DeAWM’s commitment to alternative investments demonstrates the platform’s aim to provide clients with long-term and innovative investment solutions across all major asset classes. DeAWM’s alternative platform has over 12 years of experience managing liquid hedge fund strategies, and offers one of the largest and most diverse managed account platforms globally with over US$10bn in assets across over 200 hedge funds.
Theresa Gusman, chief knowledge, DeAWM, said: "We are proud of what we have accomplished in terms of our product offering and educating our distribution teams so that they may provide superior value to their clients. As the landscape evolves, we must stay ahead of the curve, and continue to invest in the education of our team."
