Perspectives on the Korean Asset Management Industry

Based on a survey of industry leaders, this webinar discussed recent trends in Korea’s financial markets and the asset management firms’ reactions to those trends. Including discussions on how asset management firms can adapt to changes in the behavior of retail investors since 2020. Retail investors increasingly rely on new media to form their investment views, but asset management firms could provide added value to individuals by offering personalized products and services. Dr.

December 2022: It’s Been Quite a Ride - A Collection of Insights from APAC

At the CAIA Association, a global mindset encompasses the understanding of globalization and how interconnected each region of the world is economically, politically, and socially. For this month’s edition of Chronicles, we turned to Jo Murphy, Managing Director, CAIA APAC to contribute insight and perspective on 2022 as a year of sustained momentum for the APAC region.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 10: SPACs 2.0 – Capital Raising in a Post-Inflationary World

SPACs have become a popular alternative to IPOs over the past 20 years. SPACs offers some advantages to IPOs, and its unique structure of SPACs is ideally suited for growth companies with novel, hard-to-value business models. With the return of inflation and high interest rates, the sustainability of some of these business models have come under question. Also, the structure of SPACs have come under scrutiny in the US and elsewhere, with different jurisdictions trying different approaches to refine their regulations to offer transparency and address investor protection concerns.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 9: Does India Need More Fund Managers?

As the Indian economy continues to grow and see its best years ahead, there is an increasing need for fund managers who can help investors protect and generate wealth and invest the country's capital wisely. While there are already a number of fund managers in India, it is estimated that the country will need even more in the coming years in order to keep up with the demand.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 8: Portfolio Construction in Wealth Management

This webinar focused on how wealth management firms through private bankers or registered investment advisors are helping build diversified portfolios with the help of alternative investments. It took a dive into investment literacy challenges, building risk-return expectations, meeting client objectives and constraints while balancing competition and AUM targets. The viewpoints shared contrast between emerging and developed markets. Given the lower correlated nature of private assets with public assets the thoughts shared are to help build better efficient frontiers for the client.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 6: Venture Capital (VC) Investment - The Founder's Insights

Often times the louder voice prevails but it may not be representative of the eco-system.

In this webinar, we assembled Mumbai-based young enthusiastic business founders, heard their thoughts on the Venture Capital (VC) industry, and learned about its funding mechanics. The switch here is that we heard what the investee company think about the VC investments they receive. The founders shared their thoughts and insights on fund raising activities, and revealed the good, the great, and the ugly from their experiences.

CAIA Association Partners with The Milken Institute to Advance Diversity, Equity, and Inclusion in the Alternative Investment Industry

Organizations provide enhanced access for Historically Black Colleges and Universities (HBCU) students to the world of alternative investing

Pipeline effort part of long-term commitment to champion DEI and create industry accountability 

Irene Aldridge Discusses Explainable AI: Exploring Unsupervised Learning

Artificial Intelligence (AI) has been a great buzzword in scientific and business communities and even the popular press. This webinar was designed to explore the technology underlying AI, known as “unsupervised learning.” Unsupervised learning allows us to hear the data speak for itself, reducing reliance on researchers’ potentially biased frameworks and sometimes discovering unexpected factors. In the course of the webinar, we considered AI applications in Finance and contrasted those with traditional machine learning (ML) models.

Adam Packer, CAIA

I would encourage aspiring industry professionals to network and always keep learning. Continuing education is vital as the industry continues to evolve, especially alternative investments as they have become more prevalent in the wealth management industry.