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Investment associations CAIA and IMCA launch Fundamentals of Alternative Investments Certificate Program

Thursday, March 13, 2014
Opalesque Industry Update - In response to the global growth of alternative investment products now available in multiple wrappers, including liquid alternative mutual funds, the Chartered Alternative Investment Analyst (CAIA) Association and the Investment Management Consultants Association® (IMCA®), today launched the Fundamentals of Alternative Investments Certificate Program®.

With alternative investments currently representing $10 trillion in assets under management and liquid alternatives projected to triple by 2017, according to Citi Prime Finance, this online course fills a critical knowledge gap and establishes a benchmark for excellence in alternative investment education. The course is available online to anyone who needs to understand the complexities of alternative investment products.

“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,” said William (Bill) Kelly, CAIA Association CEO. “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.”

The CAIA Association, the global leader in alternative investment education, created the course in collaboration with IMCA, which delivers investment consulting and in wealth management credentials and education. IMCA hosts the program – a self-paced course consisting of 20 one-hour modules, taught by CAIA’s leading experts and authorities in alternative investment education – on its education platform. The program covers 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.

“Alternative investments are going mainstream, and educated investment advisors are critical to ensuring that these products are properly employed in sound investment portfolios,” said Sean R. Walters, CAE, IMCA’s executive director and CEO. “Earning the Fundamentals of Alternative Investments Certificate® demonstrates a strong understanding of alternative investing and will give advisors greater confidence in positioning alternatives in portfolios.”

For more information about the Fundamentals of Alternative Investments Certificate Program®, please contact Deborah McLean, Head of External Relations at CAIA Association, at or (413) 253-7373 or Morrison Shafroth, or (720) 470-3653 at IMCA. To enroll in the course, please visit or

Press release


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