Alternative Investments & Asset Allocation Training Course

Assesses private equity, hedge funds, real estate and other alternatives for risk, return and liquidity, and shows where they fit in asset allocation.

INAM · Investment & Asset ManagementAll Levels#1487ClassroomEnglish , Arabic

Duration

5 Days

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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Finance, Investment & BankingCategories:Investment & Asset Management

Course Overview

The Alternative Investments & Asset Allocation Training Course provides a comprehensive professional framework for understanding alternative investments and applying effective asset allocation principles within institutional and investment portfolios. As investors increasingly seek diversification beyond traditional equities and fixed income securities, alternative investments can play an important role in enhancing portfolio diversification, managing risk exposures, and accessing different sources of return. The course examines major alternative investment categories, including private equity, venture capital, hedge funds, real estate, infrastructure, commodities, private credit, and other specialized investment strategies. Participants will explore the characteristics, risk-return profiles, liquidity considerations, valuation approaches, investment structures, and portfolio roles of these asset classes, enabling them to evaluate alternative investment opportunities using a structured and disciplined approach. A central focus of the program is Asset Allocation and its role in translating investment objectives into practical portfolio structures. Participants will examine strategic and tactical asset allocation, diversification principles, portfolio constraints, risk tolerance, investment horizons, liquidity requirements, and the relationship between asset classes. The course also addresses how alternative investments can be integrated into diversified portfolios while considering their unique liquidity, valuation, governance, and risk characteristics. Designed for banks, investment institutions, asset management organizations, government entities, sovereign and institutional investors, family offices, insurance organizations, and large corporations, this program combines investment theory with practical portfolio applications. It enables executives, investment managers, portfolio specialists, financial analysts, risk professionals, and decision makers to assess alternative investment opportunities and develop asset allocation approaches aligned with organizational objectives and investment policies.

Learning Objectives

Analyze the characteristics, structures, and investment roles of major alternative asset classes during the course.
Evaluate the risk-return characteristics, liquidity profiles, and portfolio contribution of alternative investments using practical investment scenarios.
Assess private equity, venture capital, hedge funds, real estate, infrastructure, commodities, and private credit investment opportunities.
Apply strategic asset allocation principles to develop diversified investment portfolio structures aligned with defined objectives.
Evaluate the impact of investment horizon, liquidity requirements, risk tolerance, and portfolio constraints on asset allocation decisions.
Develop appropriate approaches for integrating alternative investments into diversified institutional portfolios.
Analyze portfolio diversification and identify concentration risks across traditional and alternative asset classes.
Apply quantitative and qualitative methods to evaluate alternative investment opportunities and portfolio exposures.
Assess valuation, performance measurement, and risk considerations associated with less liquid and privately held investments.
Design an asset allocation framework that balances expected return, risk, diversification, and liquidity requirements.
Develop portfolio monitoring and rebalancing approaches that respond to changing market conditions and investment objectives.
Align alternative investment strategies with institutional investment policies, governance requirements, and long-term financial objectives.

Who Should Attend

This course is designed for investment and financial professionals responsible for portfolio construction, asset allocation, investment analysis, and portfolio oversight. It is particularly relevant for Portfolio Managers, Investment Managers, Asset Allocation Specialists, Alternative Investment Professionals, Financial Analysts, Investment Analysts, Wealth Management Professionals, Treasury Professionals, Risk Managers, and professionals working in institutional investment and asset management. The program is also suitable for executives, senior managers, department heads, and decision makers involved in investment strategy, capital allocation, portfolio governance, and financial risk management. Professionals working in banks, investment firms, insurance companies, pension and institutional investment organizations, government entities, sovereign investment institutions, family offices, and large corporations can benefit from developing a stronger understanding of alternative investments and strategic Asset Allocation.

Learning Outcomes

Explain the structure, characteristics, and investment objectives of major alternative asset classes.
Compare private equity, venture capital, hedge funds, real estate, infrastructure, commodities, and private credit from a portfolio perspective.
Evaluate alternative investment opportunities based on expected return, risk, liquidity, investment horizon, and portfolio fit.
Analyze the role of alternative investments in improving portfolio diversification and managing concentration risk.
Construct strategic asset allocation models based on investment objectives, risk tolerance, liquidity requirements, and time horizons.
Distinguish between strategic and tactical asset allocation approaches and identify appropriate applications for each.
Assess the impact of alternative investment characteristics on portfolio liquidity, valuation, risk, and performance measurement.
Apply practical techniques for evaluating portfolio diversification across traditional and alternative investments.
Develop approaches for monitoring alternative investment exposures and identifying emerging portfolio risks.
Evaluate portfolio performance using appropriate benchmarks, risk measures, and investment objectives.
Develop portfolio rebalancing approaches that reflect changing market conditions and institutional requirements.
Prepare an integrated alternative investment and Asset Allocation strategy suitable for a defined investment mandate.

Course Outline

Course Outline:

Day 1

Alternative Investments Fundamentals and Investment Landscape

Introduction to alternative investments and their role in modern portfolios
Differences between traditional and alternative investments
Private equity and venture capital investment structures
Hedge funds and alternative investment strategies
Real estate and infrastructure investments
Commodities and natural resource investments
Private credit and other private market opportunities
Risk, return, liquidity, and investment horizon considerations
Practical application: Comparing alternative asset classes and assessing their potential portfolio roles

Day 2

Alternative Investment Analysis and Due Diligence

Evaluating alternative investment opportunities and investment mandates
Investment structures, fund structures, and capital commitments
Analysis of private equity and venture capital opportunities
Evaluating hedge fund strategies and sources of return
Real estate and infrastructure investment analysis
Private credit risk and return considerations
Valuation challenges in private and less liquid investments
Investment due diligence and manager evaluation
Practical application: Conducting a structured evaluation of an alternative investment opportunity

Day 3

Asset Allocation Principles and Portfolio Construction

Fundamentals of Asset Allocation and portfolio diversification
Strategic asset allocation and long-term investment objectives
Tactical asset allocation and market opportunity assessment
Risk tolerance, investment horizon, and liquidity requirements
Portfolio constraints and investment policy considerations
Correlation, diversification, and concentration risk
Integrating traditional and alternative asset classes
Portfolio construction approaches and allocation frameworks
Practical application: Building a diversified multi-asset portfolio

Day 4

Portfolio Risk, Performance, and Alternative Investment Integration

Measuring portfolio risk and identifying key risk exposures
Liquidity risk and capital commitment considerations
Valuation risk and performance measurement challenges
Portfolio concentration and exposure analysis
Risk-adjusted return assessment
Benchmark selection and performance attribution
Stress testing and scenario analysis for diversified portfolios
Integrating alternative investments into institutional portfolios
Practical application: Evaluating portfolio risk and assessing the impact of alternative investments

Day 5

Strategic Asset Allocation and Portfolio Implementation

Developing an integrated Asset Allocation framework
Setting portfolio targets and allocation ranges
Rebalancing strategies and portfolio governance
Monitoring investment performance and portfolio exposures
Aligning alternative investments with investment policies and institutional objectives
Evaluating changing market conditions and their impact on allocation decisions
Developing investment recommendations for senior decision makers
Portfolio implementation considerations and ongoing monitoring
Final workshop: Developing a complete Alternative Investments & Asset Allocation strategy and implementation action plan

Upcoming Dates

Selected date

Doha · 14 – 18 Dec 2026 · Classroom

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City	Dates	Price per Participant	Early Bird
GenevaScheduled	2 – 6 Nov 2026	€6,300	—	Select Download Brochure
Sharm El-SheikhScheduled	2 – 6 Nov 2026	€4,300	—	Select Download Brochure
MilanScheduled	2 – 6 Nov 2026	€6,000	—	Select Download Brochure
IstanbulScheduled	9 – 13 Nov 2026	€4,700	—	Select Download Brochure
AmmanScheduled	9 – 13 Nov 2026	€3,100	—	Select Download Brochure
MunichScheduled	9 – 13 Nov 2026	€5,400	—	Select Download Brochure
TrabzonScheduled	9 – 13 Nov 2026	€4,700	—	Select Download Brochure
MuscatScheduled	16 – 20 Nov 2026	€5,300	—	Select Download Brochure
ViennaScheduled	16 – 20 Nov 2026	€5,700	—	Select Download Brochure
AmsterdamScheduled	16 – 20 Nov 2026	€5,400	—	Select Download Brochure
Kuala LumpurScheduled	16 – 20 Nov 2026	€4,400	—	Select Download Brochure
OnlineScheduled	22 – 26 Nov 2026	€1,700	€1,530until 2 Nov	Select Download Brochure
ZurichScheduled	23 – 27 Nov 2026	€5,000	€4,500until 2 Nov	Select Download Brochure
BarcelonaScheduled	23 – 27 Nov 2026	€5,400	€4,860until 2 Nov	Select Download Brochure
LisbonScheduled	23 – 27 Nov 2026	€5,400	€4,860until 2 Nov	Select Download Brochure
CairoScheduled	30 Nov – 4 Dec 2026	€3,300	€2,970until 9 Nov	Select Download Brochure
ParisScheduled	30 Nov – 4 Dec 2026	€5,700	€5,130until 9 Nov	Select Download Brochure
LondonScheduled	30 Nov – 4 Dec 2026	€5,600	€5,040until 9 Nov	Select Download Brochure
CasablancaScheduled	7 – 11 Dec 2026	€4,300	€3,870until 16 Nov	Select Download Brochure
MadridScheduled	7 – 11 Dec 2026	€5,400	€4,860until 16 Nov	Select Download Brochure
RiyadhScheduled	7 – 11 Dec 2026	€4,200	€3,780until 16 Nov	Select Download Brochure
RomeScheduled	14 – 18 Dec 2026	€5,800	€5,220until 23 Nov	Select Download Brochure
MakkahScheduled	14 – 18 Dec 2026	€4,200	€3,780until 23 Nov	Select Download Brochure
DohaScheduled	14 – 18 Dec 2026	€4,400	€3,960until 23 Nov	✓ Selected Download Brochure
DubaiScheduled	20 – 24 Dec 2026	€4,400	€3,960until 30 Nov	Select Download Brochure
SalalahScheduled	21 – 25 Dec 2026	€5,300	€4,770until 30 Nov	Select Download Brochure
ManamaScheduled	21 – 25 Dec 2026	€4,700	€4,230until 30 Nov	Select Download Brochure
GenevaScheduled	28 Dec 2026 – 1 Jan 2027	€6,300	€5,670until 7 Dec	Select Download Brochure
MilanScheduled	28 Dec 2026 – 1 Jan 2027	€6,000	€5,400until 7 Dec	Select Download Brochure
Sharm El-SheikhScheduled	28 Dec 2026 – 1 Jan 2027	€4,300	€3,870until 7 Dec	Select Download Brochure

Available in: Istanbul · Dubai · London · Riyadh · Doha · Amsterdam

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