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State of the Industry

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Displaying 1 - 15 of 1175
Money tree.
Young Money: Quantifying the Private Wealth Management Opportunity
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDPManaging Director, Global Content Strategy, CAIA…
Access to Alternatives, Asset Allocation, State of the Industry
Evergreen trees
The Evergreen Evolution
 By Zane Carmean, CFA, CAIA, Lead Research Analyst, Quantitative and Fund Research, PitchBook …
Access to Alternatives, Private Equity, State of the Industry
iStock: 1976099664
A Quick Pour from Capital Decanted: Will Artificial Intelligence Replace the Investment Professional?
By Claire Sawyer, Associate Director of Content Development, CAIA AssociationLife moves fast, and we get it—…
Data Science & AI, State of the Industry
iStock: 1280385511
The Duration Makeover of Private Market Performance Measurement
By Massimiliano Saccone, CFA, Founder & CEO, XTAL StrategiesFor many years, the definition of private…
Asset Allocation, Manager Selection, Private Equity, Risk Management, State of the Industry
iStock: 1961324209
Rethinking Portfolio Objectives for Institutional Investors
By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programming, CAIA AssociationIn Innovation…
Asset Allocation, Risk Management, State of the Industry
iStock: 1490620838
The Multi-Period Conundrum of Private Market Performance Metrics
By Massimiliano Saccone, CFA, Founder & CEO, XTAL Strategies One of the useful legacies of the now-…
Asset Allocation, Manager Selection, Private Equity, Risk Management, State of the Industry
iStock: 1315542570
Prototype to Profitability: How Digital Assets Capture Value
By Max Williams, Co-Founder & COO, Runa Digital AssetsCryptocurrency is often used to refer to all 10,000…
Emerging Asset Classes, State of the Industry
iStock: 1461320582
A Quick Pour from Capital Decanted: Multi-Strategy Investment Firms—the Future Convergence of Public and Private Offerings
By Claire Sawyer, Associate Director of Content Development, CAIA Association We know life can get busy…
Access to Alternatives, Asset Allocation, Manager Selection, State of the Industry
iStock: 1657140256
Alternative Assets for Swiss Pension Funds
By Andreas Rothacher, CFA, CAIA, Head of Investment Research at Complementa AG  Swiss pension fund…
Asset Allocation, Commodities & Natural Resources, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, State of the Industry
iStock: 1657140256
Relative Comparisons in Private Equity: A Cautionary Tale
By Matt Curtolo, CAIAThe world is replete with relative comparison. Certainly, in our social lives, we are…
Asset Allocation, Manager Selection, Private Equity, State of the Industry
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The Layman’s Guide to Volatility Forecasting: Predicting the Future, One Day at a Time
By Anthony Barchetto, CFA, Founder and Chief Executive Officer of Salt Financial, a leading provider of…
Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
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Why Everybody in the Lower 48 Needs an Alaskan Trust
By Morgan D Neff, Senior Vice President and Wealth Management & Trust Director, First National Bank of…
Risk Management, State of the Industry
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For OCIOs, Returns are not Performance. Be Cautious if Using GIPS to Compare.
By Brian A. Schroeder, the founder of OCIO Monitor, a specialty consulting firm that provides due…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
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Hearts, Minds, and Votes: Where Smarter Wealth Managers Win
By Simon D. Zais, CAIA, Senior Manager, Business Development & Product Strategy, Egan-Jones Proxy…
ESG, Manager Selection, State of the Industry
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Rise of The Connected Spreadsheet – The “Killer” App For The Modern Data Stack
By Rajeev Dham, Partner, Anders Ranum, Partner, and Aditya Reddy, Associate, at Sapphire Ventures. …
Emerging Asset Classes, Risk Management, State of the Industry