Inside the 2027 CAIA Curriculum
The 2027 CAIA Curriculum brings the ideas shaping tomorrow’s portfolios into today’s investment practice. From infrastructure and total portfolio approaches to private market forecasting and tokenization, this is the knowledge and practical insight investment professionals need to navigate what’s next—right now.
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What’s Inside? Key Takeaways
Infrastructure Takes Center Stage
Infrastructure is no longer treated as a peripheral allocation. The 2027 curriculum more than doubles its Level I coverage, reflecting its growing importance in modern portfolios and its potential for resilience, income, and principal preservation.
TPA Moves From Theory to Practice
The curriculum moves beyond explaining the Total Portfolio Approach to addressing how organizations can implement it. New readings explore the practical changes required in investment philosophy, decision-making, and portfolio construction.
Black-Litterman Joins the Toolkit
The Black-Litterman Model joins the curriculum, giving Candidates another framework for translating investment views into portfolios. New technical readings also explore its application to portfolios that include private market investments.
Private Markets Get More Practical
New material on commitment pacing and private fund flow forecasting gives Candidates greater insight into managing private market allocations over time—from anticipating cash flows and valuations to making more informed commitment decisions.
Tokenization Moves Into Practice
The 2027 curriculum introduces a new series on tokenization, using real-world case studies of tokenized real estate to show how the process works in practice. The goal: help Candidates evaluate tokenized assets with the same discipline they apply to other private market investments.