AIMA Canada is delighted to present access to a wide variety of public resources on Hedge Funds, Alternative Mutual Funds and Private Credit. Please see a list of resources below:
GUIDES & HANDBOOKS
Alternative Mutual Funds Launch Handbook (Published: 12 December 2018 )
AIMA Canada Handbook 2019 (Published: 15 October 2019)
Hedge-Funds-Primer-Jan-2020.pdf
Guide to Private Credit for Borrowers and Investors Canadian Edition (June 2021)
ACC Borrower's Guide CANADA EDITION.pdf
An Advisor’s Essential Guide to Alternative Funds in Canada (June 2023)
AIMA Advisors Essential Guide to Alternative Funds in Canada - June 2023.pdf
AIMA Due Diligence Considerations for Retail Investment Advisors: IA DDQ Considerations - Update July 2022
Risk Rating Guidelines for Hedge Funds, Alternative Mutual Funds & ETFs & Private Credit in Canada (March 2024)
AIMA Canada Risk Ratings Guidelines 5th edition Final - March 2024.pdf
AIMA Canada Handbook 2024: Canadian Alternative Investment Landscape (December 2024)
IIROC CE CREDIT PRESENTATIONS
Introduction to Alternative Investments & Benefits of Adding to your Portfolio (October 5, 2018)
Alternative Mutual Funds Webinar & Slides (October 16, 2018)
Seeking Alpha Managers Webinar, by Dr Randy Cohen (Harvard) (November 2, 2018)
“The Evolution of Portfolio Management” October 9, 2019
Alternative Strategies to Diversify Your Portfolio: Merger Arbitrage, Market Neutral and Private Equity Replication (February 24, 2020)
Report on Liquid Alternatives in Canada (May 27, 2020)
The Case for Managed Futures (May 28, 2020)
Levered Credit Demystified (September 30, 2020)
AIMA Canada Wealth Advisor Summit (Oct 27-29 2020)
Apply for CE Credits for each of the individual courses below:
Click here for Hedge Funds vs. Liquid Alternatives in Asset Allocation
Click here for KYP and KYC: Alternative Fund Due Diligence
Click here for Private Credit in Retail Investor Portfolios
AIMA Canada Liquid Alt Series – Alternative Mutual Funds
AIMA Canada Educational Video Series:
- AIMA Canada Educational Video Series - Hedge Fund & Liquid Alternative Strategies
- AIMA Canada Educational Video Series - Asset Allocation & Trends
- AIMA Canada Investor Education Video Series - Key Terms & Explanations
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AIMA Canada Investor Education Video Series - Private Equity, Private Credit and Due diligence
Apply for Cycle 9 CE Credits below:
AIMA Canada Educational Video Series - Hedge Fund & Liquid Alternative Strategies
AIMA Canada Educational Video Series - Asset Allocation & Trends
AIMA Canada Investor Education Video Series - Key Terms & Explanations
AIMA Canada Investor Education Video Series - Private Equity, Private Credit and Due diligence
AIMA Canada Wealth Advisor Summit (Oct 23-26, 2023)
Apply for Cycle 9 CE Credits below:
- AIMA Canada Wealth Advisor Summit: Case for alternatives in portfolio construction
- AIMA Canada Wealth Advisor Summit: Private credit in retail portfolios
- AIMA Canada Wealth Advisor Summit: Alternative due diligence, manager selection and KYP/KYC alignment
AIMA Canada Wealth Advisor Summit (October 28-31, 2024)
- AIMA Canada Wealth Advisor Summit: Alternative Allocations in Portfolio Construction
- AIMA Canada Wealth Advisor Summit: Public Alternatives in Asset Allocation
- AIMA Canada Wealth Advisor Summit: Private Alternatives
- AIMA Canada Wealth Advisor Summit: Due Diligence and KYP/KYC in Public and Private Alternatives
Apply for Cycle 10 CE Credits below:
- AIMA Canada Wealth Advisor Summit: Alternative Allocations in Portfolio Construction
- AIMA Canada Wealth Advisor Summit: Public Alternatives in Asset Allocation
- AIMA Canada Wealth Advisor Summit: Private Alternatives
- AIMA Canada Wealth Advisor Summit: Due Diligence and KYP/KYC in Public and Private Alternatives
AIMA CANADA INVESTOR EDUCATION VIDEO SERIES
To view a full list of videos in this series, please click here.
ASSET ALLOCATION IN ALTERNATIVES
Why Alternative Investments Matter in Portfolio Construction (June 2, 2020)
Hedge Fund Performance During Market Corrections (June 3, 2020)
Putting Alternatives to Work in Your Portfolio (Published: December 2020)
Infographic-Alternatives-in-Canadian-Portfolios 2020.pdf
OTHER RESOURCES
AIMA Investor Education: Hedge Funds 101 (April 2019)
AIMA Investor Education - Hedge Funds 101.pdf
Canada Hedge Fund Primer
Canada Hedge Fund Primer - AIMA Canada.pdf 2
Long/Short Strategy Paper (Published: July 2006)
Long Short Equity Strategy - AIMA Canada.pdf 2
AIMA Webinar: Starting a Hedge Fund in Canada (March 2021)
An AIMA Canada Advocacy Whitepaper: Building Support for Emerging Alternative Managers in Canada (April 2021)
AIMA Canada Emerging Alternative Manager Advocacy Whitepaper.pdf
AIMA Canada Strategy WhitePapers: Full Series
AIMA Canada Strategy Paper - The Role of a Prime Broker, 2006.pdf
AIMA Canada Strategy Paper - Portable Alpha or Alpha, 2007.pdf
AIMA Canada Strategy Paper - Merger (Risk), 2007.pdf
AIMA Canada Strategy Paper - Managed Futures, 2008.pdf
AIMA Canada Strategy Paper - Long Short Equity Strategy, 2006.pdf
AIMA Canada Strategy Paper - Equity Market-Neutral, 2006.pdf
AIMA Canada Strategy Paper - Convertible Arbitrage Strategy, 2006.pdf
AIMA Canada Strategy Paper - An Overview of Short, 2007.pdf
AIMA Canada Strategy Paper - An Overview of Leverage, 2006.pdf