Portfolio for the Future™

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Displaying 1 - 15 of 171
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The Continuation Vehicle Boom: Structural Shift or Liquidity Patch?
 By Koen van Mierlo, MSc, LLM, CFA, CAIA, Head of Analysis at Bluemetric Wealth Advisory. A thirst…
Private Debt, Private Equity
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The TPA Roadmap for GPs: From Parts Provider to Chief Problem Solver
 By John L. Bowman, CFA, Chief Executive Officer, CAIA Association If our entire pitch book is…
Private Debt, Private Equity
Bitcoin next to a house
A CAIA Mini Course: A Real Estate Focus on the Crypto Tokenization of Real Assets
 By Stylianos Kampakis PhD, CEO, Tesseract AcademyIn this CAIA mini-course, we introduce the work of…
Data Science & AI, Real Estate
iStock-1304093999
Crypto Chart Patterns: Insights for Tactical Trading
 By Fernando Walter Lolo, CAIAChart patterns are powerful tools in technical analysis, helping traders…
Emerging Asset Classes, Risk Management
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The Participant’s Trilemma: Learning from Other DC Plans Around the World
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA…
Asset Allocation
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Bank-Level Lessons for Private Credit Valuations
 By John Sedunov and Michael Pagano Risk management has long been considered the domain of large,…
Risk Management
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Alignment Over Access: Gauging the Fit Between Alternative Investment Strategies and their Fund Structures
 By John W. Moore, CFA®, CAIA®, CMT®, Stratview Wealth Management The past few years have seen a…
Asset Allocation
iStock: 2235363753
Vision 2035: Riyadh Edition
By Laura Merlini, CAIA, CIFD, Managing Director, EMEA, CAIA Association In traditional majlis gatherings…
Emerging Asset Classes, State of the Industry
iStock-1194395178
Unlocking Liquidity: The Case for Securitized Private Credit Markets
By Shreyash Shrivastava, FRM and Shubham (Sam) Goyat, CAIA Why Private-Credit Liquidity Now?Private…
Private Debt
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The Institutional Custody Dilemma: Balancing Centralization and Self-Custody in Digital Asset Portfolios
By Kate Zogaj Introduction: Custody as the Defining Question of Institutional Digital Asset AdoptionAs…
Emerging Asset Classes, Risk Management, State of the Industry
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Utility Tokens in Portfolio Allocation: The Digital Counterparts to Commodities
 By Tatja (Tati) Karkkainen, PhD, Research, Development and Innovation (RDI), Kiitot Utility tokens…
Commodities & Natural Resources, Data Science & AI
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Private Credit Risk Management in Evergreen Funds
 By Mark Garfinkel, Sr. Portfolio Manager at Liquid Strategies, LLC As the private credit market…
Asset Allocation, Private Debt, Risk Management
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A Deep Dive into Staking Yields as a Source of Return
By Jasmin Muelhaupt, CAIA, Director of Financial Product Development at 21Shares AG & Darius…
Access to Alternatives, Emerging Asset Classes, State of the Industry
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Credit Where Credit Is (Over)due: Private Credit’s Second Act
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA…
Private Debt
Democratizing Humility Before Product
Educational Alpha: Democratizing Humility Before Product
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC “Private equity…
Educational Alpha