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A curated newsletter to equip investment professionals to think like an allocator.
Authored by Christie Hamilton
With the recent publication of our seminal report, Innovation Unleashed, The Rise of Total Portfolio Approach, Christie Hamilton, Director of Content and Research at CAIA Association, explores the topic further in this issue of Chronicles to see how beyond the numbers lies a deeper truth: TPA represents a paradigm shift in how we think about and approach portfolio construction.
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Authored by Steven Novakovic, CFA, CAIA, Managing Director, CAIA Curriculum
In this month’s issue of Chronicles of an Allocator, contributor Steven Novakovic, CFA, CAIA, Managing Director, CAIA Curriculum brings us into the world of VC cycles where tough times might not be all bad news. Discover the silver lining as valuations return to Earth, and non-traditional players exit the stage. Are you ready to be contrarian and capitalize on opportunities amid challenges?
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Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
In this month’s issue of Chronicles of an Allocator, contributor Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™ offers a cinematic perspective on the democratization of alternatives, drawing parallels with the Star Wars Sequel Trilogy to explore the challenges and innovations in the alternatives space.
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Authored by Laura Merlini, CAIA, CIFD, Managing Director, CAIA EMEA
Embark on a captivating journey with Sindbad the Sailor and Alternative Investments: A Story of Two Seas in this month’s Chronicles of an Allocator. Laura Merlini, CAIA, CIFD, Managing Director, EMEA for CAIA Association draws parallels between the mythical adventures of Ulysses and Sindbad and the dynamic landscape of the Middle East's alternative investment industry.
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Authored by Christie Hamilton
This edition of Chronicles, we draw intriguing parallels between architecture and investing, and it's not your typical floorplan. From the transparent elegance of the Farnsworth House to the whimsy of Prada Marfa, this piece weaves a narrative connecting childhood Lego obsessions to a love for genius architects like Mies van der Rohe.
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Authored by John L. Bowman, CFA
This edition of Chronicles focuses on recent travels to Asia, providing a brief overview — like postcards from the edge, or perhaps paper boats, of my insights from various panels, conversations, and conferences.
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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.
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Themes and Opportunities
Growth Prospects and Fundraising Trends in Infrastructure Investments
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.
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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.
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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.
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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.
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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.
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Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
This edition of Chronicles focuses on alternative investments adoption in wealth management.
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Authored by Steven Novakovic, CAIA, CFA
In this edition of Chronicles, we highlight a handful of resolutions we believe are worthy of keeping.
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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.
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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.
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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.
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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.
©2024 Chartered Alternative Investment Analyst Association®