Expand your Expertise with the CAIA Charter Program
Private Capital Secondaries: From Stigmatized Distressed Selling to Sophisticated Portfolio Toolset with Vern Perry and Taylor Robinson
Crossing the Threshold: The Second Wave of Democratization in Wealth Management
Chronicles of an Allocator: When Can We Retire the Retirement Debate?
About Us
Everything is an alternative.
Next is here.
In today's ever-evolving capital market, conformity can quickly lead to irrelevance. Your most significant competitive advantage is YOU—your ability to adapt, learn, and innovate! Let the CAIA curriculum help you stay ahead of the curve.
Register for the CAIA September 2024 exam before it closes on August 19.
Everything is an alternative.
Next is here.
Everything is an alternative.
Next is here.
Most of us have a favorite action hero, whether they are literary, cinematic, or real! Aaron Filbeck has made no secret of his – now he compares these epic adventures to the quest that wealth management professionals are embarking on into the realm of alts. Read this blog for a peek at our new report, "Crossing the Threshold: Mapping a Journey Towards Alternative Investments in Wealth Management" and let us know what you think.
Everything is an alternative.
Next is here.
In this month’s issue of Chronicles of an Allocator, we take on the argument over including private assets in 401(k) plans. Aaron Filbeck delves into both sides of the case for integrating asset classes like private equity, real estate, and infrastructure into defined contribution schemes, and wraps it up with a possible path forward.
Everything is an alternative.
Next is here.
Shifting from 'alternative' to mainstream, we embrace diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. Our pursuit is to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. Join us in shaping the future of investing. Next is Here.
Our Mission: CAIA Association seeks to improve investment and societal outcomes of capital allocation through professional education, transparency, and thought leadership across all investor alternatives in our industry.
CAIA Programs
Advance Your Career
Whether you need a deep, practical understanding of the world of alternative investments, a solid introduction, or data science skills for the future in finance, the CAIA Association offers a program for you.
Join Us: Upcoming Events
Mostly virtual and open to all, CAIA Association hosts or sponsors more than 250 educational webcasts and other industry events and forums.
CAIA Members are Employed by Leading Industry Organizations
- PIMCO
- BANK OF AMERICA
- MERRILL LYNCH
- WELLINGTON MANAGEMENT
- MERCER
- THE VANGUARD GROUP
- MORGAN STANLEY
- BLACKROCK
- FRANKLIN RESOURCES
- INVESCO
- UBS AG
- ALLIANZ GLOBAL INVESTORS
- FIDELITY INVESTMENTS
- JP MORGAN