Ashish Phansopkar, CAIA, CFA

The CAIA designation provided me with a thorough introduction to alternative investments and the private markets. I was encouraged by a former manager to pursue the CAIA designation. In hindsight, I consider this one of the wisest decisions I have made, as it aligned with the future opportunities that would arise in my field of work a couple of years later.

10 Lessons in Finance 2023

Lesson 10: Investing in Asset Backed Securities using Data Science
Description: One of the limitations while understanding ABS is that there is a lot of structured and unstructured data across various parameters, across time which also bears some resemblance with macroeconomic parameters. To invest in ABS, one must not only evaluate the largest risk – credit to the first order but also evaluate the correlation of various parameters. In this webinar learn about the use of data science while investing in ABS.

Reframing Digital Assets: Balancing Innovation, Regulation, and Uncertainty

A lot has happened in digital assets over the past few months. While broader prices have rebounded after 2022's drawdown, regulatory bodies still maintain disparate attitudes on how this technology should be regulated. Similarly, the ways in which clients can access digital assets continues to evolve, yet differ, around the world. How do these challenges impact the future of the technology, and what are the implications for portfolios?

Machine Learning-Based Systematic Investing in Agency Mortgage-Backed Securities

With a total outstanding balance of more than $8 trillion, agency mortgage-backed securities (MBS) represent the second largest segment of the US bond market and the second most liquid fixed-income market after US Treasuries. Institutional investors have long participated in this market to take advantage of its attractive spread over US Treasuries, low credit risk, low transaction cost, and the ability to transact large quantities with ease. MBS are made of individual mortgages extended to US homeowners.

FDP Candidate Orientation Session Q4-2023

To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum and Operations team members to help prepare you for your exam experience. We discussed curriculum materials, Learning Objectives and provided a Practice Question review. We went over the exam structure and format, and available resources. In addition, we shared tips to prepare for exam day and what items are permitted during the exam. Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes of Q&A.