The Future of Portfolio Construction: If Not 60/40, Then What? with CAIA New York

The investment industry speaks about the “60/40” portfolio so much that it is largely assumed to be the “correct” portfolio for a large number of investors. However, it describes modern asset allocation about as well as Happy Days did the 1950s or Friends the 1990s. (Great shows both – but a bit detached from the real world.) To be fair, the 60/40 portfolio can be a useful starting point to illustrate the pros and cons of additional asset classes and/or alternate portfolio construction approaches.

Preqin Impact Report on Women in Alternatives: A discussion with CAIA Association

Description: In a follow-up to Preqin’s 2020 study on Women in Alternative Assets, findings show where the biggest advances in female representation are being made, and where there is room for more proactive effort. The data in this report has been sourced from Preqin’s database of more than 200,000 industry professionals to highlight the trends in the workforces of active fund managers and investors.

Rushil Jeena, CAIA, CFA

My journey in the finance industry thus far is an interesting one. I started my career in the auditing space where I spent nine years. Ever since I was growing up, I had a passion for the markets and decided to follow my passion. I first enrolled in the CFA program and passed levels one and two before joining Afrifocus Securities, a stockbroker and member of the stock exchange, as a private client portfolio manager.

Pension Evolution and the Impact on Pension Investment Strategies with CAIA SoCal - Session 3 of a Series

Description: Join CAIA SoCal for their third session of a deep-dive series on pensions: Pension Evolution and the Impact on Pension Investment Strategies on Tuesday, June 1st at 12 PM EST/9 AM PST. Leading pension investment experts will have a candid discussion on the investment repercussions of the recently passed Butch Lewis Emergency Pension Plan Relief Act of 2021 and the American Rescue Plan Act of 2021 (ARPA).