Asset Allocation to Alternative Investments – Part II (2025 Level III CFA® – Reading 19)

Master Asset Allocation to Alternative Investments – Part II (CFA Level III, Reading 19). Jim covers suitability, governance & transparency, risk-based vs MVO & Monte Carlo allocations, regime switching, liquidity planning (capital calls, rebalancing, stress testing), performance evaluation (IRR/MOIC, benchmarks), and ongoing monitoring. Study with AnalystPrep: Level I: https://analystprep.com/shop/cfa-leve... Level II: https://analystprep.com/shop/learn-pr... Level III: https://analystprep.com/shop/cfa-leve... Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unli... Prep Packages for the FRM® Program: FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimite... Topic 6 – Alternative Investments for Portfolio Management Reading 19 – Asset Allocation to Alternative Investments – Part II LOS: Discuss suitability considerations in allocating to alternative investments. LOS: Discuss approaches to asset allocation to alternative investments. LOS: Discuss the importance of liquidity planning in allocating to alternative investments. LOS: Discuss considerations in monitoring alternative investment programs. #CFA #CFAExam #CFALevelIII #AlternativeInvestments #AssetAllocation #PortfolioManagement #PrivateEquity #HedgeFunds #Liquidity #RiskManagement