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Investment Manager Selection

This short course will enable you to apply a rigorous framework to the process of investment manager selection for both traditional and alternative investments.
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Course Snapshot

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    Intermediate Level

    Ideal for private wealth managers, investment consultants and managers of managers who wish to formalize their approach to investment manager selection, and for asset owners who wish to better understand the process of manager selection.

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    Gain technical skills

    Implement due diligence on managers, anticipating questions and challenges from asset owners.

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    Certificate of completion

    Receive a certificate of completion upon finishing course.

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    Online self-paced course
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    10-15 hours to complete
CFA Institute is unable to provide Professional Learning courses to people resident in countries that are subject to US, EU or United Nations sanctions.

Enrollment Fee

Member Price

USD 249
Enrollment includes 12-month access to the course in our learning ecosystem. Discounted price will be applied after login.

Non-Member Price

USD 279
Enrollment includes 12-month access to the course in our learning ecosystem.

What You'll Learn

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    How to apply a framework for selecting investment managers
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    Typical due diligence concerns for managers of traditional and alternative investments
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    How to conduct manager interviews and ongoing monitoring
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    The proper application of active return and risk measures in manager selection