Chronicles of an Allocator
A curated newsletter to equip investment professionals to think like an allocator.
Latest Issue

Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
We’ve all heard some variation of the phrase “a solid foundation is the key to success.” Most of the time, we’re talking about education, morals, or technical expertise. Of course, I agree with the statement when it comes to personal development, but right now I’d like to talk more literally.
IN THIS ISSUE:
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Themes and Opportunities
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Growth Prospects and Fundraising Trends in Infrastructure Investments
Past Issues

Authored by Christie Hamilton
On my first day of investment consulting, I was handed a copy of Pioneering Portfolio Management and told to get familiar with it. David Swensen had me at “rigorous investment framework,” and like many others in the industry, I adopted his model—including the dogmatic adherence to policy asset allocation primacy.
IN THIS ISSUE:
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Discovering Themes for Visual Learners and Graph Geeks
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An Unlikely Resource
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2023 Trends + Private Equity

Authored by Steven Novakovic, CAIA, CFA
In nearly 15 years, the universe of digital assets has grown from an idea presented in a whitepaper by an unknown author, to a global ecosystem full of promise, potential and tangible value.
IN THIS ISSUE:
- Unchained Podcast
- One-Two Punch Finally Registers SEC View on Binance, Coinbase, Rest of Crypto
- Are Crypto Markets Correlated with Macroeconomic Factors?

For this month’s edition of Chronicles, we turned to Laura Merlini, CAIA, CIFD, Managing Director, CAIA EMEA to contribute insight and perspective on the art market as an alternative investment class.
IN THIS ISSUE:
- The Art Market Report 2023 by Art Basel and UBS
- How Has Covid-19 Affected the Public Auction Market?
- The Hiscox report

For this month’s edition of Chronicles, we turned to Deborah McLean, President of the CAIA Foundation, and CAIA’s Global Head of Diversity, Equity, & Inclusion, to contribute insight and perspective on DEI initiatives throughout the industry.
IN THIS ISSUE:
- Diversity, Equity, and Inclusion Lighthouses
- Women in Alternatives
- The Path to Inclusive Capitalism

Authored by John L. Bowman, CFA
In this edition, CAIA Association is committed to continuing our global tour and conversation on the Total Portfolio Approach (TPA) to investing.
IN THIS ISSUE:
- The Journal of Portfolio Management
- Total Portfolio Approach Content Hub
- GIC's Total Portfolio Approach

Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
This edition of Chronicles focuses on alternative investments adoption in wealth management.
IN THIS ISSUE:
- Top Trends in Wealth Management
- The State of Alternative Investments in Wealth Management
- Alternative Investments - Their Rising Prominence in Asia's HNW Portfolios

Authored by Steven Novakovic, CAIA, CFA
In this edition of Chronicles, we highlight a handful of resolutions we believe are worthy of keeping.
IN THIS ISSUE:
- The Illusion of Trust in Asset Management
- Don't be Fooled by Your Office Building Appraisal
- Four Investment Mistakes to Avoid in 2023

This month's issue of Chronicles is by guest author Jo Murphy, who contributed insight and perspective on 2022 as a year of sustained momentum for the APAC region.
IN THIS ISSUE:
- Asia Sails Into Headwinds From Rate Hikes, War, and China Slowdown
- Asia-Pacific Private Equity Report
- The Rise of India's Private Equity Market

Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
While none of us have a crystal ball and can perfectly predict the future, diversification is a long-term value proposition that’s showing its benefits today. In this edition, we’ve compiled a short collection of articles that can help you take advantage of the chaos while simultaneously improving long-term outcomes.
IN THIS ISSUE:
- Q3'22 Venture Pulse Report
- Private Equity Fundraising Challenges Set Up A Tough 2023
- The Denominator Effect

Authored by Steven Novakovic, CAIA, CFA
This month's edition highlights our paper, "A Renewed Professionalism", outlining six guiding principles for investment professionals to implement the portfolio for the future.