About the Certificate

Certificate in Multi-Asset Investment Strategy is a global exam being offered by AIWMI.

This certificate will provide understanding of investment strategies and outcomes in relation to different assets to an investment advisor. The multi-asset strategies are critical for handling institutional and retail clients, generating investment returns primarily through asset allocation across global equity, fixed income, real estate, currency, commodities and alternative investment markets.

This certificate covers the following asset classes:

• Equity
• Fixed Income
• Alternative Investments
• Commodities
• Real Estate
• Currency

 

Job Role:

As an analyst in Multi-Asset Strategies, a candidate can:

• Become an active member of the Multi-Asset team with a focus on research, portfolio management, or product strategy.
• Develop a comprehensive understanding of asset classes, regions, sectors, industries, currencies and securities across the Multi-Asset investment platform.
• Participate in the development and implementation of portfolio construction, risk analytics, strategy evaluation and trading tools

• Collaborate with team members across Multi-Asset and share insights and ideas that will drive investment outcomes

Reference Book

The Suggested/Recommended reference book for this course are:

• Multi-Asset Investing: A practical guide to modern portfolio management Paperback – 13 Dec 2012 by Yoram Lustig  (Author)
• A Practitioner′s Guide to Asset Allocation (Wiley Finance) Hardcover – Import, 7 Jul 2017 by Harry M. Markowitz (Foreword),‎ William Kinlaw (Author),‎ Mark P. Kritzman (Author),‎ David Turkington (Author)
• Global Asset Allocation Paperback – Import, 20 Apr 2015 by MR Mebane T Faber (Author)
• Multi–Asset Investing: A Practitioner′s Framework Hardcover – Import, 13 May 2016 by Pranay Gupta  (Author),‎ Sven R. Skallsjo (Author),‎ Bing Li (Author)

Students can buy the recommended reference book directly from the Market for the said course.

Exam Details

AIWMI offers the examination across 5000+ Pearson VUE computer testing centers in 180 countries worldwide. Candidates can schedule exam after paying exam fees on any working day on any of the above centres.

Sr. No.	Name of Module	Type of Questions	Test Duration in minutes	No. of Questions	Maximum Marks	Pass Marks (%)	Negative Marking
1	Certificate in Multi-Asset Investment Strategy	1 Mark MCQ – 40 2 Mark MCQ-30	120	70	100	60	No

For International Candidates

Level	Exam Type	Duration	Fee per attempt
1	MCQ	2 hrs	Rs. 7,080 (USD 100)

For Indian Candidates:

Level	Exam Type	Duration	Fee per attempt
1	MCQ	2 hrs	Rs. 5,900