Browse CFA Level 1

Chapter 16: Technology and Future Directions in Alternatives

Chapter 16: Technology and Future Directions in Alternatives (CFA Level 1): Key concepts explained with clear definitions, formulas, and exam-focused examples.

In this section

  • Expanding Digital Assets and Decentralized Finance
    Expanding Digital Assets and Decentralized Finance (CFA Level 1): Unique Characteristics of Digital Assets, DeFi: The New Frontier, and Core DeFi Components. Key definitions, formulas, and exam tips.
  • Tokenization of Real Assets and Smart Contracts
    Tokenization of Real Assets and Smart Contracts (CFA Level 1): Fundamentals of Tokenization, Smart Contract Automation, and Visual Snapshot. Key definitions, formulas, and exam tips.
  • Artificial Intelligence and Machine Learning Applications
    Artificial Intelligence and Machine Learning Applications (CFA Level 1): Quick Glance at AI and ML, Key AI and ML Concepts, and AI and ML in Portfolio Management for Alternatives. Key definitions, formulas, and exam tips.
  • Shaping the Future of the Alternative Investments Industry
    Shaping the Future of the Alternative Investments Industry (CFA Level 1): Macroeconomic Shifts and Globalization, Global Megatrends in Action, and Digitization and Technology. Key definitions, formulas, and exam tips.
  • Advanced Governance Models in DeFi
    Advanced Governance Models in DeFi (CFA Level 1): Understanding the Evolution of Decentralized Governance, On-Chain vs. Off-Chain Governance, and On-Chain Governance. Key definitions, formulas, and exam tips.
  • Tokenized Funds and On-Chain Asset Management
    Tokenized Funds and On-Chain Asset Management (CFA Level 1): Key Concepts and Definitions, Tokenized Fund, and On-Chain Custody. Key definitions, formulas, and exam tips.
  • Regulatory Landscape for Fintech and Insurtech
    Regulatory Landscape for Fintech and Insurtech (CFA Level 1): United States, European Union, and Key Asian Markets. Key definitions, formulas, and exam tips.
  • Digital Transformation in Alternative Investment Operations
    Digital Transformation in Alternative Investment Operations (CFA Level 1): Why Digital Transformation Matters in Alternatives and Streamlining Due Diligence with Virtual Data Rooms. Key definitions, formulas, and exam tips.
  • Big Data Analytics for Investment Insights
    Big Data Analytics for Investment Insights (CFA Level 1): Data Collection and Sourcing, Data Governance and Privacy Considerations, and Data Cleaning and Integration. Key definitions, formulas, and exam tips.
  • Satellite and Geospatial Data in Research
    Satellite and Geospatial Data in Research (CFA Level 1): Harnessing Satellite Imagery for Investment Insights, Commodity Price Forecasting, and Retail Foot Traffic Analysis. Key definitions, formulas, and exam tips.
  • Cloud Computing and Scalability Solutions
    Cloud Computing and Scalability Solutions (CFA Level 1): Value Proposition of Cloud in Alternatives, Key Components Behind Cloud Scalability, and Closer Look at Hybrid Cloud Architectures. Key definitions, formulas, and exam tips.
  • Automation of Fund Operations and Middle Office
    Automation of Fund Operations and Middle Office (CFA Level 1): Setting the Stage: Why Automation?, Role of the Middle Office, and Straight-Through Processing (STP) and the Race for Efficiency. Key definitions, formulas, and exam tips.
  • Cyber Threats and Advanced Security Protocols
    Cyber Threats and Advanced Security Protocols (CFA Level 1): Evolving Threat Landscape, Common Attack Vectors, and Advanced Security Protocols. Key definitions, formulas, and exam tips.
  • Robotic Process Automation in Portfolio Administration
    Robotic Process Automation in Portfolio Administration (CFA Level 1): Potential of RPA in Portfolio Administration, Key RPA Use Cases in Administration, and Selecting and Deploying RPA Tools. Key definitions, formulas, and exam tips.
  • Cross-Sector Collaboration in Tech and Finance
    Cross-Sector Collaboration in Tech and Finance (CFA Level 1): Key Elements of Cross-Sector Collaboration, Typical Models of Collaboration, and Illustrative Flow Diagram. Key definitions, formulas, and exam tips.
  • Potential Disruptions and Innovation Trajectories
    Potential Disruptions and Innovation Trajectories (CFA Level 1): Ascent of Quantum Computing, Potential Beneficial Applications, and Risks and Challenges. Key definitions, formulas, and exam tips.

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