Know Faster and Invest Better by Nowcasting Macroeconomic Indicators All Over the World

First Friday of each month, at 8:30 am ET, the US Bureau of Labor Statistics (BLS) releases one of the most important macroeconomic indicators - the jobs report or non-farm payrolls (NFP) that makes headlines and moves financial markets worldwide. What is the value of knowing NFP 2 to 3 weeks in advance and 10% more accurately than the Bureau of Labor Statistics (BLS) and Wall Street analysts? Instead of waiting months to know key economic concepts like the GDP, sophisticated investors are leveraging the science of nowcasting to open a clearer window into the future.

CAIA Association's 10 Lessons in Finance 2022

Session 1: Portfolio for the Future
Description: 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.

Irene Aldridge Discusses Explainable AI: Exploring Unsupervised Learning

Description: 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.

Ernest Chan Discusses Corrective AI and Conditional Portfolio Optimization

Description: Asset managers have struggled to apply machine learning to generate trading signals successfully. Instead, applying machine learning to determine the probability of profit of existing trading signals is very fruitful - this is Corrective AI. Taking this one step further, we developed Conditional Portfolio Optimization, a portfolio optimization technique that adapts to market regimes via machine learning. Applications on portfolios in vastly different markets suggest that CPO can outperform traditional optimization methods under varying market regimes.

Katy Clymo, CAIA, Chapter Executive

Katy is the General Manager, Australian Institutional Distribution at Challenger, responsible for raising institutional capital for Challenger and Fidante’s specialist investment management partners covering fixed income, domestic and global equities and alternatives. Katy has 20 years of client service, relationship management and business development experience in the US, Asia and Australia.

Women & Wealth Management: The Impact of the Great Wealth Transfer

Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone! How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry? How must the industry change to meet the needs of this growing body of wealthy women?

Olga Kane, CAIA

I came across CAIA while looking for a practical, relevant educational program. I was building my career in alternative investments, the most innovative and rapidly developing segment within the finance industry. I wanted to expand my knowledge beyond practical experience and explore various allocation structures and investment strategies across different asset classes. While challenging and time-consuming, the CAIA curriculum was a foundation for becoming a well-rounded expert in the industry.

CAIA Association Unveils the Guiding Principles for Investment Professionals That Will Drive Implementation of The Portfolio for the Future™

New piece, titled “A Renewed Professionalism,” provides detailed steps needed to usher in a new era of fiduciary responsibility and client-centric investment approaches and outcomes.

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Anna McKeon, CAIA

As a Relationship Manager at Fidelity Investments, I have the privilege of partnering with family office executives on all aspects of their business and supporting the needs of ultra-wealthy families throughout the country.

Earning my CAIA designation has increased my credibility within my organization and with my clients. It demonstrates my commitment to alternative investments, and a commitment to lifelong learning and curiosity.

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