By John L. Bowman, CFA, President of the CAIA Association. In 1806, American Frederic Tudor famously sailed to the French Antilles to sell ice to the Martinique islanders. Having experienced refreshing cold drinks and ice cream during New England summers, he envisioned bringing Long Island Ice Teas and Cookies and Cream decadence to the much […]
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. Long before cinnamon became ubiquitous it was one of the ancient world’s first traded spices, and there was not even a pinch to be had for the commoner. It was a gift worthy of only monarchs and emperors, as valuable as gold and […]
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. Last week Gary Gensler did what he had to do. The SEC Commissioners invariably vote along party lines, but Mr. Gensler can now be called a centrist as it was he who joined the two Republican appointees to approve the first ever spot […]
By Niels E. Andersen, CFA, CAIA, Consultant, JPES Partners JPES Partners is a specialist consultancy focused on the investment management and real assets sectors In recent months there has been much talk in the market about lower re-up rates and more intense competition for new business, so it is becoming increasingly important for asset managers to […]
By John L. Bowman, CFA, President, CAIA Association Transformative technologies largely follow a familiar pattern: 1) Fervor, as hype outpaces sensibility, gobs of VC money pours in, and retail narratives take on grandiose conclusions; 2) Rationalization, as reality kicks in, pretenders and nefarious actors are exposed, and valuations reset aggressively; and 3) Reconciliation, as sustainable use […]
By John L. Bowman, CFA, Executive Vice President, CAIA Association History is peppered with brand campaigns that turned complacent and staid industries upside down. Nike’s legendary 1988 “Just Do It” slogan, Sega’s 1992 audacious “Welcome to the Next Level” declaration, and Apple’s 1997 iconic “Think Different” counterpunch occupy primal memories and emote vivid allegiance. The […]
By John L. Bowman, CFA, Executive Vice President, CAIA Association Part of the DNA of any professional body is to provide and equip their membership community with content that raises practice and improves excellence in their trade. Professionals, in turn, have a voracious appetite for new perspectives, insights, and edge that will benefit their clients and […]
By Gregory C. Beier, Susarb, Sustainability Arbitrage LLC. Opportunity We believe that the biggest opportunity in the markets today is transparently pricing sustainability in real-time. Sustainability arbitrage (“Susarb”) will, we believe, become the key investment strategy in the 21st century. Susarb uses our Full Market Disclosure innovation to generate sustainability price discovery so […]
By William (Bill) J. Kelly, CAIA, the President & CEO of the CAIA Association. About 30 years ago I had the good fortune to be part of a small group of entrepreneurs that decided to create a new and different kind of asset management firm. We had been a tiny subsidiary inside of a […]
By Kari Hayden Pendoley, Founder of Impact Savvy a strategy firm bringing profit and purpose together for its clients through ESG (Environmental, Social, Governance) and DEIB (Diversity, Equity, Inclusion, Belonging) outcomes. May is here but the SEC climate risk disclosure ruling is not. Not ringing a bell? Get a quick catch up from my article last year. In […]