Deutsche Asset & Wealth Management (DeAWM) is pleased to announce a global partnership with the Chartered Alternative Investment Analyst (CAIA) Association. In response to the global growth of alternative investment products, DeAWM is partnering with the CAIA Association to offer the Fundamentals of Alternative Investments Certificate Program to its client coverage and investment professionals globally. DeAWM is the first asset manager to require certification of its retail coverage in the Americas, affirming its commitment to the evolving alternative investment landscape.
“As DeAWM looks to leverage its alternative investment expertise for retail investors, we are excited to partner with CAIA,” said Robert Kendall, Head of DeAWM Retail Distribution, Americas. “The Fundamentals of Alternative Investments program will only enhance DeAWM’s ability to provide the best investment solutions to its clients.”
In this newly-created program, DeAWM’s retail distribution team will be required to complete a course consisting of 20 one-hour modules. It includes 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 and is taught by CAIA’s leading experts in alternative investment education.
“The Fundamentals of Alternative Investment Certificate Program fills a critical knowledge gap in alternative investments education,” said Keith Black, CAIA’s Managing Director of Curriculum and Exams. “The program is a natural extension of CAIA’s mission to provide solutions to specific market needs for alternative investment education.”
The CAIA Association, the global leader in alternative investment education, created the course in collaboration with IMCA, which delivers investment consulting and wealth management credentials and education. The program is accepted for continuing education hours for the CIMA®, CIMC®, CPWA®, and CFP® designations.
“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.”
DeAWM’s commitment to alternative investments demonstrates the platform’s aim to provide clients with long-term and innovative investment solutions across all major asset classes.
DeAWM’s alternative platform has over 12 years of experience managing liquid hedge fund strategies, and offers one of the largest and most diverse managed account platforms globally with over $10 billion in assets across over 200 hedge funds.
“We are proud of what we have accomplished in terms of our product offering and educating our distribution teams so that they may provide superior value to their clients,” said Theresa Gusman, DeAWM’s Chief Knowledge Officer. “As the landscape evolves, we must stay ahead of the curve, and continue to invest in the education of our team.”
For further information, please call: Catherine Wooters
Phone: +1 (212) 250-2790
E-Mail: catherine.wooters@db.com
Or
Deborah McLean
Phone: +1 (413) 549-3322
E-Mail: dmclean@caia.org
Deutsche Asset & Wealth Management
With $1.29 trillion of assets under management (as of March 31, 2014), Deutsche Asset & Wealth Management¹ is one of the world's leading investment organizations. Deutsche Asset & Wealth Management offers individuals and institutions traditional and alternative investments across all major asset classes. It also provides tailored wealth management solutions and private banking services to high-net-worth individuals and family offices.
¹ Deutsche Asset & Wealth Management is the brand name of the Asset Management and Wealth Management division of the Deutsche Bank Group. The legal entities offering products or services under the Deutsche Asset & Wealth Management brand are listed in contracts, sales materials and other product information documents.
CAIA Association
The CAIA Association, a non-profit organization founded in 2002, is the world leader and authority in alternative investment education. The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of 6,700 alternative investment leaders located in 80+ countries, who have demonstrated a deep and thorough understanding of alternative investing. Having grown rapidly, the CAIA Association now supports vibrant chapters located in financial centers around the world and sponsors more than 120 educational and networking events each year. For more information, please visit CAIA.org.
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