ESG is no longer a mere add-on in a portfolio or investment strategy. For an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the role of ESG and develop approaches to measure and analyze the effect of these issues on their portfolios, industry professionals must continue to educate themselves about the key trends and developments related to ESG across alternative asset classes.

Listen in as Dan Joldzic, CEO & Quantitative Research, Alexandria Technology discusses natural language processing (NLP). NLP techniques can be used to analyze a variety of data sources, including news reports, company regulatory filings and earnings calls, as well as posts on social media sites such as Reddit. The output from these models can be used for stock selection with varying time horizons and degrees of alpha capture. This data can also be used to analyze sentiment regarding the ESG footprint of both public and private companies.

CAIA CEO Bill Kelly talks with Tony Davidow, President and Founder of T. Davidow Consulting LLC, about his new book, “Goals-Based Investing.” In their wide-ranging conversation, they touched on themes and changes Davidow sees in the wealth management advice space going forward, as well as current and future market conditions. As Davidow told Kelly, “I’d argue the next 10 years are going to be dramatically different than the last 10 years.”

CAIA CEO Bill Kelly was recently featured on The Fintech Files podcast, hosted by George Aliferis, where they discussed data and ethi

In a joint effort, KPMG International, CREATE-Research, and CAIA Association examined the role of capital markets in the transition to a low-carbon world. This report investigated the experiences to date of climate investing and the changes we can expect in the next three years, as we move towards a new investment paradigm. The research includes insights from 90 institutional investors, alternative investment managers, long only managers and pension consultants in 20 countries in all the key regions.