Expand your investment toolkit beyond stocks and bonds. Understand key alternative assets, their risks, and their potential in today's market.
This session is designed to provide students with an understanding of alternative investments and their respective risk/return profiles. Students will have an understanding of this growing space and will be able to identify opportunities for a client's portfolio, as well as understand the difference between these investments and traditional asset classes.
Alternative investments offer potential benefits like portfolio diversification and enhanced returns, serving as valuable complements to traditional stocks and bonds. However, they also present unique characteristics and risks, including limited liquidity, reduced transparency, and specialized fee structures.
This course provides a clear overview of the alternative investment universe, exploring the six main categories that are shaping modern portfolios:
By completing this course, you will gain the knowledge and insight to confidently discuss these various types of alternative investments, understand their associated risk and return trade-offs, and better assess their potential role within a client's overall investment portfolio.
Easha Rai is an investment professional with over 10 years of experience in private credit and portfolio management, with a focus on infrastructure and project finance. Easha holds an Honours BBA from Wilfrid Laurier University and is a CFA Charterholder.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
