Course curriculum

    1. CAIA L2 - 2025 - Introduction to CAIA - NOTES

    2. CAIA L2 - 2025 - Introduction to CAIA - VIDEO

    3. CAIA L2 - 2025 Syllabus - NOTES

    4. CAIA L2 - Zoom Class Timetable - March 2025

    1. Reading 1.1 - Types of Asset Owners and the Investment Policy Statement - NOTES

    2. Reading 1.2 - Foundations and the Endowment Model - NOTES

    3. Reading 1.3 - Pension Fund Portfolio Management - NOTES

    4. Reading 1.4 - Sovereign Wealth Funds - NOTES

    5. Reading 1.5 - Family Offices and the Family Office Model - NOTES

    6. Topic 1 - Institutional Asset Owners - FORMULA SHEET

    1. Reading 2.1 - Asset Allocation Processes and MVO - NOTES

    2. Reading 2.2 - Total Portfolio Approach - NOTES

    3. Reading 2.3 - Other Asset Allocation Approaches - NOTES

    4. Reading 2.4 - Active Management - NOTES

    5. Topic 2 - Asset Allocation - FORMULA SHEET

    1. Reading 3.1 - Hedging, Rebalancing, and Monitoring - NOTES

    2. Reading 3.2 - Benchmarking and Performance Attribution - NOTES

    3. Reading 3.3 - Applied Benchmarking - NOTES

    4. Reading 3.4 - Liquidity and Funding Risks - NOTES

    5. Reading 3.5 - Risk Measurement, Risk Management, and Risk Systems - NOTES

    6. Topic 3 - Risk and Risk Management - FORMULA SHEET

    1. Reading 4.1 - Modeling Overview and Fixed-Income Models - NOTES

    2. Reading 4.2 - Valuation and Hedging Using Binomial Trees - NOTES

    3. Reading 4.3 - Multi-Factor Equity Pricing Models - NOTES

    4. Reading 4.4 - Directional Strategies and Methods - NOTES

    5. Reading 4.5 - Multivariate Empirical Methods and Performance Persistence - NOTES

    6. Reading 4.6 - Relative Value Methods - NOTES

    7. Reading 4.7 - Valuation Methods for Private Assets: The Case of Real Assets - NOTES

    8. Topic 4 - Methods and Models - FORMULA SHEET

    1. Reading 5.1 - Hedge Fund Replication - NOTES

    2. Reading 5.2 - Diversified Access to Hedge Funds - NOTES

    3. Reading 5.3 - Access to Real Estate and Commodities - NOTES

    4. Reading 5.4 - The Risk and Performance of Private and Listed Assets - NOTES

    5. Topic 5 - Accessing Alternative Investments - FORMULA SHEET

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