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Authors John Bowman, CFA, Executive Vice President, CAIA Association and Steven Novakovic, Managing Director, CAIA Curriculum provide valuable insights from a recent industry session with Marko Papic, Chief Strategist at Clockwater Group presenting to asset allocators on incorporating geopolitical analysis into their investment process.

In this latest episode of the Goals-Based Investing Podcast, Tony Davidow, CIMA® interviews Aaron Filbeck, CAIA, CFA, CIPM, FDP about The Portfolio for the Future™: practitioner’s guide to the five essential marks of effective capital allocation. Filbeck shares how the research was conducted, the key findings, and how advisors can migrate to this more evolved approach

Press coverage of private equity focuses almost exclusively on second order concerns over disclosure, fees, layoffs, debt, and an occasional scandal. Rarely is attention given to the first order benefit of high risk-adjusted returns. Steve Nesbitt, Chief Executive Officer, Chief Investment Officer of Cliffwater provides an updated study focused on the private equity performance achieved by large state pension systems from 2000-2021.

For the July edition of Chronicles, we're highlighting Roger Urwin's feature in Portfolio for the Future™ and discussing how strong cultural values within an investment organization will ultimately lead to greater long-term success for the client.