Course description
Private assets are by definition less transparent than their public equivalents, but they are now mainstream for institutional clients and becoming so for private clients. This program provides an overview of the main private asset categories and introduces participants to the key analytical tools used to appraise the risk and return characteristics of these assets. The objective is to ensure participants are equipped to ask intelligent questions when next working with this rapidly developing area of asset management.
Key Learning Outcomes:
Understand the key characteristics of major private asset categories including:
- Private equity
- Private debt
- Real estate
- Infrastructure
- Insurance Linked Securities
- The benefits and risks of investing in private assets
- Appraise private asset investments at a high level using relevant investment metrics
- Appraising returns using yields, IRR and multiples
- Appraising risks including credit, liquidity and concentration
- Appraising diversification impacts with traditional asset classes
- Understand key client types and distribution methods
- Appraise products/solutions including multi asset solutions
- Assess key trends and themes in private assets
Upcoming start dates
Suitability - Who should attend?
This course is aimed at anyone who wants to understand the fundamentals of private assets, its main associated categories and those who wish to acquire the ability to spot key trends and changes in this fast-moving area of finance.
Why choose Fitch Learning
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Over 1,300 clients worldwide
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Fitch Learning
Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...