This credential will provide you with the specific knowledge and practical tools to succeed in a investment career with an institutional allocator.
The program has three levels, similar to the career path that you follow when working with an institutional allocator. From your starting point as an Analyst, to the middle point of your career when you’re overseeing an asset class and a team, to the day you taken on the role of a Chief Investment Officer: if that is your desired career path, this program was built for you.
If you’re looking to succeed with a pension fund, endowment, foundation, sovereign wealth fund, family office, OCIO, or similar, this is the program that will help get you there.
When designing the program, we specifically sought to provide a direct and useful impact for candidates. As a participant in the program, you’ll have access to all reading materials, all Excel spreadsheet examples, all Python code, and all of the tools and templates that are reviewed. You will also have lifetime free access to the job board hosted by our partner company, Allocator Jobs.
Curriculum Overview – Level I
| Topic Area | Weight |
|---|---|
| Asset Classes | 25% |
| Quantitative Metrics | 20% |
| Risk Measurement | 10% |
| Derivatives | 10% |
| Investment Policy Statement | 10% |
| Portfolio and Institutional Structure | 10% |
| Markets and Economics | 15% |
| TOTAL | 100% |
If you’re ready to take the next step in your career path, click the button below and let’s begin.
Practical Program
Imagine focusing on learning the context of a concept and never having to memorize a formula! Our program focuses on direct usefulness to your career, today, and not on whether you can memorize lists of things or formulas.
Immediate Impact
From the concepts you learn, to the Excel and Python tools you’re able to take with you back to the office, the goal of the program is to provide a direct and immediate impact to your work product. We’ve cut out the junk and topics that are not relevant to institutional allocators and focused solely on what can be useful to you, today, right now.
Qualified Professional
By completing the program, you will be able to demonstrate to current and future employers that you have a high and specific level of competency required to work at an institutional allocator.
