By Andre Costa, CAIA, MCSI, CFP®, ERP®, SCR, FDP & Oswaldo Zapata, PhD In the dynamic environment of the modern financial industry, characterized by intense competition and evolving regulations, quantum computing holds great promise, as it is expected to surpass classical systems in both efficiency and security. We previously discussed some of […]
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy at CAIA Association As we’ve been discussing the rise of the Total Portfolio Approach, and the dimensions that are associated with it, one of the most common statements I’ve heard is some variation of the following: “I like […]
By Andre Costa, CAIA, MCSI, CFP®, ERP®, SCR, FDP & Oswaldo Zapata, PhD Quantum computing isn’t just a buzzword in the tech world—it’s set to become a strategic differentiator in the investment landscape. This post explores how quantum technologies, particularly quantum computing, could shape the future of finance, from smarter portfolio optimization […]
By Richard Sanders, CFA, Lead Asset Manager at Lifetri & Andreas Rothacher, CFA, CAIA Head of Investment Research at Complementa AG Asset allocation aligns investment outcomes with intended results, and getting this right is a primary focus for allocators. A thoughtfully designed asset allocation process is essential. Although allocators can rely on […]
By Winston Ma, Esq, CFA, Executive Director of GPIFF and Adjunct Professor at NYC School of Law Unlike a traditional SWF, such as Middle East sovereign funds that invest their oil money for financial returns, the U.S. Sovereign Wealth Fund under the Trump Administration is not one single fund authorized by the legislature; instead, […]
By Laura Merlini, CAIA, CIFD, Managing Director, EMEA, CAIA Association When the Walls Come Down In AD 122, Hadrian built his wall across northern Britain – 80 miles of stone and turf to separate Romans from barbarians. For three centuries, it held. Then economics changed, geography shifted and the wall became irrelevant. […]
By CAIA Association’s Leadership Team Our Vision 2035 journey has taken us from Los Angeles to New York, Mumbai to the Middle East, and beyond. Along the way, we’ve been listening to our 14,000-member-strong community, C-suite executives, asset owners, general partners, and asset managers as they face another disruption and opportunities. While […]
By Dennis Mothoneos, CAIA, Co-Founder and Managing Director, Clearway Capital Solutions Over the past fifteen years, private credit has evolved from a niche form of alternative credit investing into core building block for institutional and private wealth portfolios. Following the Global Financial Crisis, banks retreated from traditional corporate lending while private markets […]
By Cameron Peake, Partner, Restive Ventures Chime debuted on the NASDAQ this summer, and the moment was significant on several fronts. It marked a success story in venture-backed consumer tech, a category that has been largely out of favor in recent years. While some may see Chime’s IPO as a one-off, we […]
By Claire Sawyer, Associate Director of Educational Programs, CAIA Association It is a truth universally acknowledged that a market in possession of too much capital must be in want of a deal. In an Austen-esque transformation, private credit has emerged from the drawing room and into polite society; awkward, underdressed for the occasion, […]