Leadership in Redefining Professional Best Practices - Open Comment Until May 31, 2024.
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About Us
Everything is an alternative.
Next is here.
As the realm of investments witnesses a significant shift towards 'alternatives' becoming mainstream, it becomes imperative for the CAIA Association to take a leadership role in developing a modernized and relevant set of fiduciary practices for investment professionals and capital allocators to embrace. These principles aim to reaffirm the CAIA Association's distinct position as a leader in the industry.
Open comment until May 31, 2024.
Everything is an alternative.
Next is here.
“A fish doesn't know they're in water.” This system inertia is particularly strong in the investment industry. Despite advances in asset allocation models, we have been sturdily anchored to Modern Portfolio Theory when constructing portfolios. We believe Total Portfolio Approach deserves the mobilising oxygen that CAIA’s global convening power can provide to a transformative topic – CAIA President John L Bowman, CFA explores.
Everything is an alternative.
Next is here.
CAIA's Managing Director, EMEA, Laura Merlini, alongside Rahul Advani, CEO & Managing Partner, SER Capital Partners will be sharing best practices on ensuring an all-inclusive and diverse workforce including:
- Attracting and retaining talent as a critical source of competitive advantage.
- What skills are needed for the energy industry workforce of the future?
- How can the industry attract next-generation workers?
Everything is an alternative.
Next is here.
The adventure begins in a Singapore Starbucks… curious? Trust us, this pays off. Tune in to this new episode of Capital Decanted with John Bowman, Christie Hamilton, and guests as they explore the Total Portfolio Approach.
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