“Shortly after receiving my CFA charter in 2017, I transitioned internally to the Hedge Fund Research Boutique at Mercer. Being relatively new to the hedge fund space, I wanted to find a way of deepening my knowledge of alternative investments as an asset class, given the rapid growth of non-traditional investments. Flicking through the books, I noticed that in addition to hedge funds, the curriculum also covered several other areas including private equity, real estate, and structured products. The uncorrelated nature of these investments plays an instrumental role in diversifying institutional portfolios, especially in times of market stress. In my role as a researcher, it is important to have a solid understanding of a hedge fund strategy’s investment philosophy and process. The CAIA syllabus covered all types of strategies in a comprehensive manner, explaining the purpose of these strategies and the market conditions in which they excel. This has given me the opportunity to apply this knowledge to producing investment research, thus increasing value add for Mercer’s institutional client base.”
Jai Doshi, CFA, CAIA, is a Hedge Fund Researcher at Mercer. Located in London, he contributes to the team in generating intellectual capital and researching the universe of managers focusing on hedge funds, multi-asset and other liquid alternative strategies. Jai also provide guidance and support to other candidates who are undertaking the CFA and CAIA programs, having had several articles published on eFinancialCareers on tackling these qualifications.
Jai holds a degree in BSc Economics from the University of Birmingham, is a Chartered Financial Analyst (CFA) Charterholder and a Chartered Alternatives Investment Analyst (CAIA) Charterholder.