This course explores the full ecosystem of ETFs and REITs, focusing on their structure, valuation, liquidity mechanics, and strategic role in modern portfolios. Learners gain practical skills in fund design, creation and redemption processes, property-based income modeling, and regulatory compliance. Through real-world case studies and analytical tools, the program builds expertise in evaluating performance, managing risks, and constructing diversified investment vehicles. Designed for analysts and portfolio managers, this course provides the technical and strategic foundation needed to build, assess, and manage ETF and REIT products in today’s evolving financial markets.
Crescimento
Competências e objetivos de aprendizagem
Há 12 módulos neste curso
- Overview of Exchange-Traded Funds (ETFs): Structure, Purpose and EvolutionDesbloqueia este curso para ver2min 38s
- Overview of Real Estate Investment Trusts (REITs): Types, Purpose and Market RoleDesbloqueia este curso para ver2min 47s
- Key Differences and Similarities Between ETFs and REITsDesbloqueia este curso para ver2min 49s
- Role in Modern Investment Portfolios and Capital MarketsDesbloqueia este curso para ver2min 4s
- ETF Creation: Index Tracking, Active and Thematic DesignDesbloqueia este curso para ver2min 12s
- REIT Formation: Equity, Mortgage and Hybrid StructuresDesbloqueia este curso para ver2min 1s
- Legal and Organizational Setup for ETFs and REITsDesbloqueia este curso para ver3min 46s
- Asset Selection and Portfolio Composition CriteriaDesbloqueia este curso para ver2min 39s
- Launch Strategies, Initial Capital Raising and Market PositioningDesbloqueia este curso para ver2min 53s
- SEC Regulations for ETFs: 1940 Act and Rule 6c-11Desbloqueia este curso para ver2min 46s
- REIT Compliance: IRC Section 856, Tax and Distribution RequirementsDesbloqueia este curso para ver3min 24s
- Disclosure, Reporting Obligations and Fiduciary DutiesDesbloqueia este curso para ver3min 6s
- Cross-Border Regulatory Considerations and Global StandardsDesbloqueia este curso para ver3min 2s
- Governance Structures: Boards, Trustees, Committees and AccountabilityDesbloqueia este curso para ver2min 45s
- Passive vs Active ETF StrategiesDesbloqueia este curso para ver2min 53s
- Sector-Specific, Geographic and Thematic REIT StrategiesDesbloqueia este curso para ver3min 17s
- Diversification Techniques for ETFs and REITsDesbloqueia este curso para ver3min 30s
- Leverage, Derivatives and Risk-Enhanced ProductsDesbloqueia este curso para ver3min 4s
- Integration of ESG and Sustainability Factors in Fund DesignDesbloqueia este curso para ver3min
- Rebalancing and Index Tracking for ETFsDesbloqueia este curso para ver4min 25s
- Property Acquisition and Management for REITsDesbloqueia este curso para ver4min 56s
- Liquidity Management, Creation/Redemption Mechanisms, and Trading EfficiencyDesbloqueia este curso para ver4min 14s
- Cost Management: Expense Ratios, Fees, and Operational EfficiencyDesbloqueia este curso para ver4min 31s
- Market, Credit, and Liquidity Risks in ETFs and REITsDesbloqueia este curso para ver1min 52s
- Real-Estate-Specific Risks: Valuation, Leverage, and Interest-Rate SensitivityDesbloqueia este curso para ver1min 18s
- Performance Metrics: Sharpe, Sortino, Alpha, Beta, and ESG-Adjusted RatiosDesbloqueia este curso para ver1min 28s
- Stress Testing, Scenario Analysis, and Hedging StrategiesDesbloqueia este curso para ver2min 33s
- Risk Governance, Reporting, and Oversight MechanismsDesbloqueia este curso para ver2min 20s
- ETF Valuation: NAV, Premiums/Discounts, and Arbitrage MechanismsDesbloqueia este curso para ver2min 50s
- REIT Valuation: FFO, AFFO, Cap Rates, and Property Appraisal MethodsDesbloqueia este curso para ver2min 39s
- Comparative Analysis Across ETFs and REITsDesbloqueia este curso para ver1min 55s
- Investor Reporting, Benchmarking, and Performance AttributionDesbloqueia este curso para ver2min 20s
- Digital Trading Platforms and Analytics for ETFsDesbloqueia este curso para ver3min 5s
- PropTech and Data Analytics in REIT ManagementDesbloqueia este curso para ver3min 27s
- Blockchain, Tokenization, and Digital Real AssetsDesbloqueia este curso para ver2min 41s
- AI-Driven Portfolio Optimization and Risk MonitoringDesbloqueia este curso para ver2min 30s
- Emerging Products: Smart Beta ETFs, ESG REITs, and Thematic StructuresDesbloqueia este curso para ver2min 36s
- Capstone Project: Designing an ETF or REIT Product from Concept to LaunchDesbloqueia este curso para ver3min 49s
- Regulatory and Market Evolution: Anticipating Structural ChangesDesbloqueia este curso para ver3min 4s
- Opportunities in Sustainable, Thematic, and Alternative Fund StructuresDesbloqueia este curso para ver3min 28s
- Deep Dive into REIT ETFs: Structure, Management, and PerformanceDesbloqueia este curso para ver2min 50s
- Strategic Use of ETFs and REITs in Institutional PortfoliosDesbloqueia este curso para ver2min 48s
- Comparative Analysis: Direct REITs vs. REIT ETFsDesbloqueia este curso para ver2min 38s
- Successful ETF Launches: Vanguard, BlackRock, and State StreetDesbloqueia este curso para ver2min 32s
- REIT Case Studies: Prologis, Simon Property Group, and Global PerspectivesDesbloqueia este curso para ver2min 37s
- Challenges in Emerging Markets: Asia, Europe & the Middle EastDesbloqueia este curso para ver3min
- Lessons from Market Crises: 2008 & COVID-19Desbloqueia este curso para ver2min 36s
- ClosingDesbloqueia este curso para ver1min
Este curso faz parte das seguintes certificações
Certified Portfolio & Fund Manager (CPFM)
63 CursosExercícios interativos ilimitados
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Perguntasfrequentes sobre o curso
The course aims to equip learners with a comprehensive understanding of how ETFs and REITs are structured, designed, valued, and managed, including market mechanics, regulatory frameworks, liquidity systems, and performance evaluation.
The course is designed for finance professionals, analysts, portfolio managers, and individuals interested in understanding fund structure, index design, real-estate valuation, and modern investment-vehicle engineering.
The module covers fund formation, legal structure, NAV calculation, authorized participants (APs), liquidity providers, and trading behavior in primary vs secondary markets.
The course explains REIT eligibility rules, pass-through taxation, capital allocation, property-type diversification, NOI modeling, leverage rules, and income-distribution requirements.
Learners will be able to analyze ETF pricing efficiency, tracking error, REIT valuation models, FFO/AFFO metrics, liquidity risk, leverage sensitivity, sector exposure, and apply stress-testing and governance frameworks.
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