Introduction to Alternatives

I am proud that one of Acropolis’ team members has a new certification for the firm. Before I jump into that, though, here’s a look at what our fine team has already:

  • 15 CFP® Certificants
  • 4 Chartered Financial Analyst (CFA) Charterholders
  • 3 Certified Public Accountants (CPAs)
  • 1 Certified Exit Planner (CEPA)
  • 1 Certificate in Performance Measurement (CIPM) holder
  • 3 ASPPA Qualified 401k Administrators (QKA)
  • 1 Investment Adviser Certified Compliance Professional (IACCP).

The new one is a Private Markets and Alternative Investments Certificate offered by the CFA Institute. I’m proud to be the new certificate holder.

There are four major sections of study:

  1. Hedge Fund Investments
  2. Commodities and Natural Resources Investments
  3. Real Estate and Infrastructure Investments
  4. Private Equity and Private Credit Investments

I’ve covered many of these topics in my writing, and although I definitely learned quite a bit, I am also happy to say that I had a good handle on the subject matter, even though we don’t do much of it now.

I plan on covering each topic in more detail in the coming months, focusing on topics I have yet to write about, like infrastructure investing. It’s a fascinating journey, although, as I have written before, these investments are not for everyone.

Still, it’s fascinating to see how these investments work (or don’t), and it’s important to keep educated on the opportunities in the market even if we don’t avail ourselves of them.