The CAIA Knowledge Series: THE reference resource for AI expertise

Developed to support candidates pursuing the CAIA Charter, the CAIA Knowledge Series provides a foundation of expertise for curriculum study and lifelong learning. Written and edited by notable AI authorities – including Mark Anson, Managing Partner of Oak Hill Investment Management and a leading expert on institutional investments in alternatives – the Knowledge Series serves as both a detailed study path for the Level I and II exams and as a lasting AI reference resource.

An AI library of great breadth and depth

As a reference investment for the committed AI practitioner, the Knowledge Series offers a comprehensive resource for fundamental and advanced alternative investments concepts, including:

  • Core AI topics
    • Alpha and beta drivers
    • Real estate
    • Hedge funds
    • Commodities and managed futures
    • Private equity
    • Credit derivatives
  • Advanced AI topics
    • Venture capital and private equity funds
    • Commodities and managed futures
    • Real estate investment and valuation methodologies
    • Advanced hedge fund strategies
    • Structured products, new products, regulation
    • Dynamic asset allocation strategies
    • Strategic portfolio and risk management
    • Research issues and recent advances

For information on how to buy the CAIA Knowledge Series, please see the Curriculum page.