CAIA's Open Letter to Investment Profession Leadership
CAIA New York with CFA Society New York - The Portfolio for the Future
June Chronicles: Finding an Operational Edge
Portfolio for the Future™: A Practitioner’s Guide to the Five Essential Marks of Effective Capital Allocation
We are calling on you and your firms to embrace a new professionalism and use your power to help bend the arc of our future more in the direction of the client.
Please join CAIA's CEO Bill Kelly, EVP John Bowman, and a world class panel of senior investment professionals, as we host our first educational event back at Club 101. A networking reception with fellow CAIA and CFA Members and peers will follow the panel. We hope to see you there!
For the June edition of Chronicles, we're highlighting Ashby's feature in Portfolio for the Future™ and unpacking how to develop strategies that will yield the most alpha in today’s volatile investment arena.
In a rapidly shifting economic and investment landscape, this much is certain: The traditional 60/40 portfolio allocation is no longer enough.
CAIA Association presents its vision of the way forward with Portfolio for the Future™, a landmark report which lays out a practitioner’s guide to the five essential marks of effective capital allocation.
We are CAIA: The global professional body dedicated to alternative investments, seeking greater alignment, transparency, and knowledge for all investors.
We are a member-driven organization representing professionals in more than 100 countries, and advocating for the industry through our events, publications, and credential 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.
Top Employers of CAIA Members
- UofT Investment Mgmt Co.
- Credit Suisse
- Deutsche Bank
- JP Morgan
- China Investment Corp.
- ABP PensionFund
- Ontario Teacher's