Chronicles of an Allocator

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:

• Discovering Themes for Visual Learners and Graph Geeks

• An Unlikely Resource 

• 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.

Authored by John L. Bowman, CFA

Late last year, the industry couldn’t get enough ESG. It was a feeding frenzy across LPs, GPs, academics, consultants, and even professional bodies. This month’s edition of Chronicles is dedicated to exploring and equipping you with the latest from the front line of this evolution.

IN THIS ISSUE:

• ESG, CIOs on Crash Course with Politics
• Time to Put the Fossil-Fuel Industry Into Hospice
• What Does ESG Need to Work?

For this edition of Chronicles, CAIA explores the growing demand for access to alternative assets within the world of wealth management.

Authored by Roger Urwin, Thinking Ahead Institute

For this edition of Chronicles, we're highlighting Roger Urwin feature in Portfolio for the Future™ and discussing how strong cultural values within an investment organization will ultimately lead to greater long-term success for the client.

Authored by Ashby Monk, Stanford University

For this edition of Chronicles, we're highlighting Ashby Monk’s feature in Portfolio for the Future™ and unpacking how to develop strategies that will yield the most alpha in today’s volatile investment arena.

Authored by Andrea Auerbach, Cambridge Associates

For this edition of Chronicles, we're highlighting Andrea Auerbach’s feature in Portfolio for the Future™ and discussing why a solid financial footing could mean a less liquid approach.

Authored by Ariel Babcock, CFA, FCLT Global

In this month’s edition, we focus exclusively on the Portfolio for the Future™ report, which simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed.

Authored by Navneet Munot, CAIA

This month’s guest author is Navneet Munot, Managing Director, and CEO of HDFC Asset Management who details India’s claim to fame on the capital market stage.

This edition of Chronicles is dedicated to property technology (PropTech), or the application of automated tools in real estate and property management.

This edition of Chronicles focuses on some of the most interesting forward-looking pieces we’ve seen to start 2022, after the manic year that was 2021!

This edition of Chronicles includes content focusing on the important intersection of climate change and capital markets.

IN THIS ISSUE:

• Can Capital Markets Save the Planet?
• You Can't Manage What You Can't Measure
• Climate in African Private Capital