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Alternative Investment Features, Methods, and Structures (2025 CFA® Level I Exam – AI – LM 1)

Video Overview & Insights

Master the key concepts of Alternative Investment Features, Methods, and Structures for the CFA Level I exam. This session breaks down the unique characteristics of alternative investments, ownership and compensation structures, and the role of diversification in portfolio management. Learn how hedge funds, private equity, real assets, and other alternatives differ from traditional investments and how they fit into modern portfolio theory. Perfect for CFA Level I candidates aiming to strengthen their understanding of this critical topic.

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Topic 9 – Alternative Investments

Learning Module 1 – Alternative Investment Features, Methods, and Structures

- LOS : Describe features and categories of alternative investments.

- LOS : Compare direct investment, co-investment, and fund investment methods for alternative investments.

- LOS : Describe investment ownership and compensation structures commonly used in alternative investments.

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