2025 Content Agenda:

The Future of Investing Starts Here

The investment profession is entering a new era. Traditional market boundaries are blurring, reshaping portfolios, business models, and ethics. We call this shift The Great Convergence—and it’s redefining the way we invest.

At CAIA, we’re committed to understanding this transformation, challenging assumptions, and leading the conversation on what’s next. That’s why we created the 2025 Content Agenda, a roadmap of the key themes we’ll be researching, analyzing, and discussing with our global community.

What’s Inside?

This agenda outlines six major focus areas for CAIA in 2025. Throughout the year, we’ll explore these topics, challenge perspectives, and share insights to help the industry navigate the changes ahead.

Key Themes We’re Paying Attention To in 2025:

Total Portfolio Approach (TPA) – A flexible framework for a new investment era.
Private Markets in Wealth Management – The growing role of alternatives in private client portfolios.
The Private Credit Boom – Unpacking the risks, rewards, and future of this fast-growing space.
Digital Assets & the Market – A closer look at evolving adoption, regulation, and investment implications.
Ethics & Professionalism – Addressing new challenges in an increasingly complex market.
The Bigger Picture – How “The Great Convergence” is reshaping the industry at large.

Use it to:

Understand where CAIA focuses attention and thought leadership.
Stay engaged with emerging trends that will shape the profession.
Join the conversation and contribute to the future of investing.

Download the Full Content Agenda to see what’s next.

Access Your Copy Here

Want to join the conversation? Share your insights with us at content@caia.org.

CAIA’s 2025 Content Priorities: Insights and Resources At-A-Glance

Exploring the Total Portfolio Approach (TPA)

In 2025, CAIA will deepen its efforts to demystify TPA, refine its practical applications, and address how it differs from traditional portfolio construction strategies.

Private Markets’ Push into Wealth Management

Throughout the year, CAIA will continue to educate wealth managers, equip them to navigate the complexities of private markets, and work with asset managers to refine distribution strategies that ultimately improve outcomes for all stakeholders.

The Growth and Evolution of Private Credit

In 2025, CAIA’s goal is to provide balanced perspectives on the secular trends fueling the private credit industry’s rise while highlighting the cyclical challenges and risks investors must navigate.

The Uncertain but Transformative Role of Digital Assets

As regulatory clarity emerges throughout the year, CAIA will empower industry professionals with insights to harness the potential of digital assets while remaining vigilant to the risks they pose.

Ethics and Professionalism in an Evolving Market

CAIA has embedded new ethical principles into its credentialing programs to reflect these realities. In 2025, we will amplify this work by producing case studies, engaging in industry dialogue, and advocating for higher standards across the profession.

The Broader Implications of the Great Convergence

The Great Convergence is a dynamic force that will continue to shape the investment profession, and these themes will define CAIA’s presence on public stages, in the press, and at conferences throughout 2025.