By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™, and Claire Sawyer, Program Manager, UniFi by CAIA™ Bowser: “Not sure if you know who I am, but I’m about to rule the world” The Super Mario Bros. Movie (2023) Like Bowser’s castle, private debt is on fire right […]
The U.S. Code is the compilation and codification of the federal laws currently in force in the United States. They are organized across 54 Titles and further broken down into Chapters, Subchapters, Parts, and Sections. Interestingly, the standard deck of cards also has 54 units including the two Jokers. That fact is not necessarily meant […]
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™ at CAIA Association The analogy of building a house is not too far off from constructing a diversified portfolio. If asset allocation is like deciding the location of your new home, there’s many more steps to take before your portfolio […]
By Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director and Head of UniFi by CAIA™ at CAIA Association. “I trained all those would-be heroes. Odysseus, Perseus, Theseus. Alotayusses! And every one of those bums let me down flatter than a discus. None of them could go the distance. And then, there was Achilles. Now there […]
By Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director at CAIA Association. A lot happened in the public equity markets last week. Many well-known stocks experienced large drawdowns and recoveries… some of which were record one-day moves. Of course, this prompted some funny memes, posts, and Tweets across social media and reignited the age-old […]
By Gregory C. Beier, Macro ESG Strategist and Founder of Sustainability Arbitrage LLC. There is a lot of confusion about how to implement climate as well as environmental, social, and governance, or ESG, analysis in finance. Today, rating agencies, researchers, and fund managers use different, often proprietary models to assess companies’ ESG performance. That […]
By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President at Credit Suisse. INTRODUCTION One of the perceived corollaries of the COVID-19 pandemic has been a surge in interest for traditional trading cards, a rather niche corner within the Alternative Investments space. While the conjectures for this said resurgence range from the attic-raiding instigated […]
By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association. “I once had strings, but now I’m free…there are no strings on me!” – Pinocchio What happens when central banks and centralized financial services no longer hold the strings? Prior to the 2021 Global Absolute Return Congress (GlobalARC) in […]
By William (Bill) J. Kelly, President, and CEO of the CAIA Association. A View Through the $WRBY Readers “How about the next line up?… that dreaded gut punch coming out of the visual acuity test! Few of us will escape it, and it is humbling when you realize that you couldn’t decipher the simple letter […]
By Aaron Filbeck, CFA, CAIA, CIPM FDP, Director of Global Content Development at CAIA Association. We kicked off the first session of our series on ESG in Private Markets, in partnership with Nuveen, an important topic at a time when the desire for improving societal outcomes is at an all-time high alongside a growing alternative […]