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caia vision 2035

The Journey Has Begun

The world has changed.
The investment profession must catch up.

CAIA VISION 2035

Vision 2035 is not a static report. 
It’s a global, living movement.

It’s CAIA’s global call to rethink how capital is stewarded in a world that won’t wait. 

We’re not here to react to change. We are the change. Next is here.

From capital hubs to classrooms, we’re leading conversations that challenge legacy thinking and turning insight into action. Together, we’re building an investment profession that’s dynamic, connected, and relentlessly client centered.

Whether you hold the CAIA Charter or are just discovering our community, you belong in this movement. 

Here is where you follow it. And help shape it.

Follow the Future
in Real Time

To build a future that reflects the needs of a global profession, we’re listening—in boardrooms, classrooms, and capital hubs. This isn’t a top-down directive. It’s a mosaic of lived insight, stitched together city by city, voice by voice.

Explore key moments from CAIA’s Vision 2035 leadership forums.

Return often. The map updates as the conversation grows!

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Tools for the Journey

These ideas are just the beginning. They’re invitations to dig deeper. Insight you can act on—and revisit.

CAIA VISION 2035

"Next is Here" Is a Mindset,
Not a Motto

Markets are evolving fast. Client expectations even faster. Tomorrow’s leaders will be those who stay curious, connected, and globally aware. At CAIA, we don’t gather to reinforce old frameworks. We gather to break them open.

Vision 2035 isn’t just a plan. It’s our guide through a profession in transformation.
 

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Vision 2035 is CAIA’s commitment
to an investment profession
that serves with purpose, grows through connection,
and never stops evolving.

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John L. Bowman
CEO
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A Community in Motion

At the heart of Vision 2035 is one belief: community is the catalyst. We bring together professionals across markets, roles, and worldviews—united by a common goal: Better outcomes for clients, markets, and the world around us. We challenge our Members to think like allocators. To see patterns. To connect dots others miss.

FOUR KEY SIGNALS ARE RISING

What We’re Hearing So Far

The Blurring Edge Between Traditional and Alternatives

As strategies converge and private markets evolve, the lines between alpha and beta are fading and with it redesigning of how portfolios are built and who they serve. Everything is now an alternative.

Tech is Not Coming. It’s Here.

From smart contracts to smart portfolios, next-gen tech is remapping the investment landscape—faster, flatter, and more inclusive.

Teams Built for Change, Not Control

Investment teams aren’t just cross-functional. They’re cross-disciplinary. Tomorrow’s leaders must blend finance, data, human behavior, and rewrite the rules in real time. The org chart of tomorrow will look more like a neural network than a hierarchy.

The Rise of the Two-legged investor

The next frontier for private capital fundraising and capital allocation is the wealth channel. This is catalyzing an arms race in distribution capability and product development.

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This is Not Business
as Usual

You don’t join this movement for prestige alone. You join because the work matters. Because the questions are harder. Because the answers keep changing. This is where bold thinking meets shared purpose. And it’s just getting started.

Vision 2035 Is Evolving. So Should You.

Check back often. The work is active. The ideas are alive. And the people shaping them are already gathering. Let’s build what’s next. Together.