Who We Are
The CFA Institute’s Changes May Please Employers — But They Don’t Serve the Client
CAIA Unveils 2023 Roadmap for its UniFi by CAIA™ Platform
Broadening Horizons: Middle Eastern Push for Women in Alternatives
March Chronicles: The Impending Transition to Total Portfolio Approach
The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. We are a member-driven organization representing professionals in more than 100 countries, and advocating for the industry through our events, publications, and credentialing programs.
William Kelly, CEO of CAIA Association — which offers an alternatives investments credential — writes that better and more transparent client outcomes will remain his association’s north star.
The wealth management industry is evolving and industry professionals must keep up. Excited to launch our new microcredential from the UniFi by CAIA™ platform – all about private debt! This 5 hour investment is a clear way to demonstrate your in-demand knowledge.
Seeking to overcome the discrepancy between high levels of female education and low employment rates, the Middle East and North Africa region is pushing to improve female representation in the finance industry. Laura Merlini, CAIA, CIFD, Managing Director, EMEA, CAIA Association, shares her insights within the alts industry with Preqin.
Inertia is a powerful force, even within investment portfolio construction. This new issue of Chronicles of an Allocator looks at Strategic Asset Allocation (SAA) and the enterprising leaders who have begun challenging the common wisdom of the traditional approach, highlighting the alternative approach – Total Portfolio Approach (TPA).
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.
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
- BANK OF AMERICA
- MERRILL LYNCH
- WELLINGTON MANAGEMENT
- THE VANGUARD GROUP
- CREDIT SUISSE
- MORGAN STANLEY
- FRANKLIN RESOURCES
- UBS AG
- ALLIANZ GLOBAL INVESTORS
- FIDELITY INVESTMENTS
- JP MORGAN