Homepage

We know you’ve been considering it: taking that next step and earning your CAIA Charter. Registration for the March 2025 exam ends on FEBRUARY 3, 2025.  

Seize the opportunity to start building the future you envisioned for yourself!
 

How does a legacy private capital partnership who has thrived solely in the institutional draw down LP ecosystem, assemble the apparatus to begin distributing those strategies to the individual investor? See what the experts say!

John Bowman and Aaron Filbeck are joined with Shane Clifford and Doug Krupa as we draw a blueprint in a very applied and practical manner.

Alternative investments and the vastness of space: Both can leave you feeling equally uncharted and boundless. And yet, more growth is to come! Explore all this and more in this month's Chronicles of an Allocator authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Global Content Strategy. 

Some of the largest, most sophisticated and forward-thinking institutional investors have moved from the classic return-based objective to the risk-based objective. CAIA's Steve Novakovic examines the merits of targeting risk in this recent blog.

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.