Chronicles of an Allocator

Authored by Nick Pollard, Managing Director, CAIA APAC, and Joey Chan, CFA, FCCA, CPA, Director, External Relations, CAIA APAC

The penguins of Heard and MacDonald Islands may be unfazed by U.S. tariffs, but for investors across Asia, it’s a very different climate.

When the U.S. launched its 2025 tariff wave, the ripple effect hit Asia fast. Exits slowed. Valuations got foggy. And allocators were left asking: now what?

In the latest issue of Chronicles of an Allocator, Nick Pollard, Managing Director, CAIA APAC and Joey Chan, Director, CAIA APAC External Relations, unpack how tariffs are shaking up private markets across Asia by stoking volatility, complicating exits, and reshaping opportunity sets in PE, VC, credit, real estate, and more.

Authored by Laura Merlini, CAIA, CIFD, Managing Director, EMEA and Eva Katsoulakis, UniFi by CAIA™

A financial revolution is unfolding. By 2030, women will control 38% of investable assets—a staggering $30 trillion in financial power. But here’s the real question: Is the industry ready?

In this edition of Chronicles, co-authors Laura Merlini, CAIA, CIFD, Managing Director, CAIA EMEA and Eva Katsoulakis, UniFi by CAIA™ explore how women are reshaping wealth management, the rise of gender-lens investing, and why female financial advisors are uniquely positioned to lead. 

Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director of Global Content Strategy

Can investment models actually help—or are we all just playing a high-stakes game of financial Tetris? The Collaborative Model isn’t just another framework, it’s a method asset owners have used to reduce costs, improve returns, and collaborate strategically (without giving up control!). But how does it really work? And how does it compare to the Total Portfolio Approach?

In the latest edition of Chronicles, Aaron Filbeck, Managing Director of Global Content Strategy breaks it all down—along with delving into how CalSTRS, OCERS, and others are using this model to rethink investing.

Authored by Steven Novakovic, CAIA, CFA, Managing Director, Educational Programs

Authored by John L. Bowman, CEO 

You’ve probably heard us say often, “everything is an alternative.” What we’re really getting at is the world of investment management is shifting fast. It’s getting harder to neatly label asset classes, products, or liquidity profiles—it’s all starting to blur.

As we step into 2025, we’re focused on helping you navigate the “great convergence” — a transformational shift reshaping business models and investment processes. 

In this issue of Chronicles, CAIA CEO, John L. Bowman, CFA breaks down this emerging trend:

• What’s driving the blurring of lines between traditional and alternative assets?
• Why the old benchmarks and categories may no longer make sense.
• And what it all means for you, whether you're managing portfolios or preparing for tomorrow’s capital markets.

The shift is here, and the implications are bigger than you think. 

Ready to explore what’s next? 

Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Global Content Strategy

Authored by Nick Pollard, Managing Director, CAIA APAC, and Joey Chan, CFA, FCCA, CPA, Director, External Relations, CAIA APAC

In this month’s issue of Chronicles of an Allocator, our authors present a compelling view of APAC's booming investment landscape. From mega-financial hubs like Hong Kong and Singapore to the tech-savvy innovation pouring out of this region, you’ll see why APAC is capturing the imagination of investors worldwide.

Authored by Christie Townsend

Authored by Steven Novakovic, CFA, CAIA

Authored by Laura Merlini, CAIA, CIFD