By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC While perhaps not the original source, it was the English economist John Maynard Keynes who said, “it is better to be roughly right than precisely wrong.” In the investment world, it is an apt long-term investment philosophy, but as Chris Ailman […]
By Hilary Wiek, CFA, CAIA, Senior Strategist, PitchBook & Anikka Villegas, Senior Fund Strategies & Sustainable Investing Analyst, PitchBook Introduction In PitchBook’s 2024 Sustainable Investment Survey, hundreds of respondents were asked about their sustainable investment practices across a wide variety of subject areas. For those who indicated that they do have an ESG […]
By Andreas Rothacher, CFA, CAIA Head of Investment Research, Complementa AG & Janick Rensch, Head of the Infrastructure Competence Center, Complementa AG Infrastructure Allocations & Backdrop For over a decade until 2022, institutional investors were faced with low interest rates on their fixed income securities[1]. This environment made it increasingly difficult to achieve […]
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC Disruption is afoot at every turn. With due respect to a U.S. Founding Father, Ben Franklin, perhaps it is time to disrupt one of his most famous quips. “In this world, nothing is certain except death and taxes … and the […]
By Anikka Villegas, Senior Fund Strategies & Sustainable Investing Analyst, PitchBook & Hilary Wiek, CFA, CAIA, Senior Strategist, PitchBook Despite efforts to dispel misinformation and bring the industry to a shared understanding of ESG, there are still such widely contradictory views of the term and what precisely it involves that undesirable inefficiencies are […]
By Donald A. Steinbrugge, CFA, Founder & CEO, Agecroft Partners Each year, Agecroft Partners offers predictions for the biggest trends in the hedge fund industry. These insights are based on discussions with over 2,000 institutional investors worldwide and hundreds of hedge fund organizations. The hedge fund industry is highly dynamic, and both […]
By Claire Sawyer, Associate Director of Content Development, CAIA Association Life moves fast, and we know you can’t catch every episode of Capital Decanted. That’s why we’ve pulled the top takeaways from Episode 4: The Urgent Rebuild – Distributing Private Capital to Wealth Clients. In this episode, Shane Clifford of The Carlyle Group […]
By Tommaso Cervellati, CAIA, Blockchain Specialist, State Street Bank Introduction In the last few years, the convergence of TradFi and DeFi is rapidly unfolding, driven by a growing interest and developments spanning the two, such as the launch of spot ETFs on bitcoin by BlackRock and other major TradFi players, and the tokenization of […]
By John L. Bowman, CEO, CAIA Association Change brings opportunity, and with the arrival of CAIA’s new CEO, this moment marks the beginning of a transformative era for our Association and the broader investments industry. In a letter to CAIA Members below, CEO, John L. Bowman reflects on the path ahead—offering a vision […]
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDPManaging Director, Global Content Strategy, CAIA Association “25 Sitting on 25 Mill” It was the great poet, Aubrey “Drake” Graham, a once very popular now “diss”-graced actor-turned-singer-and-rapper, who self-proclaimed that he was “25 sitting on 25 mill.” Of course, for my fellow millennials, you’ll remember this […]