Perspectives on the Korean Asset Management Industry

Description: 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.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 5: Alternative Investment Funds (AIFs) – An Emerging Investment Avenue

Alternative investment funds (AIFs) have gained much traction in India and overseas in recent years, especially among high net-worth individuals, as they warm up to sophisticated capital market instruments. With the increasing popularity of the product it becomes very important to provide better access to these products in terms of disclosures and benchmarking to enable investors take an informed decision.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 4: Relevance of Gold as a Strategic Asset

Gold has remained the most precious asset in our lives ever since the concept of wealth creation was curated by human civilisation. Our country is the second-largest consumer of gold worldwide, and Indian people possess a profound attachment with gold, considering it an integral part of auspicious occasions. The webinar covered the drivers of gold demand in India. Thoughts on why gold is to be looked at as a strategic asset class were shared.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 3: Evolution of Digital Assets

As digital assets continue to gather broad appeal as an asset class, and flourish by creating an entirely new financial ecosystem, it is important to understand how we define these assets, their key characteristics, the regulations related to this emerging asset class, and challengers when accessing to these assets.

November 2022: Where Are All the Opportunities?

Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP

So *awkward laugh*… how about that market? When it rains, it pours, and that’s exactly what has happened across the board in most public markets around the world this year. Even if we go down further, returns this year have been headline-worthy. In the U.S., a simple search of the term “60/40” brings up articles with an addendum of “faces worst year since 1936.” As the kids say these days … big yikes.

 

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 1: Portfolio for the Future

How can investment professionals meet their clients' needs under ever-changing economic and market conditions? We call future-proofed portfolios the Portfolio for the Future™. The five distinct marks of the Portfolio for the Future™ are the defining features of all-weather portfolios that meet the challenges of the global economy and capital markets. The 5 marks are – Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged and Dependent on Operational Alpha.