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Institutional client management. RFPs, quarterly reviews, and consultant relationships.
Estimated completion time: 21 lessons • Self-paced learning • Lifetime access
Relationship + analytics.
Alternative asset classes. Real assets, hedge funds, PE/VC, and commodities allocation.
Active vs passive, fund types, fee structures, and the investment management value chain.
Design, launch, and manage ETFs. Index construction, authorized participants, and marketing.