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Hear our expert staff and Members speak on topics ranging from practical strategies in hedge fund investing to the importance of education in the alternatives space.
As the landscape of investments undergoes a remarkable shift with 'alternatives' taking center stage, the CAIA Association is taking a leadership role in the development of a modernized and relevant set of fiduciary practices for investment professionals and capital allocators to embrace. With the launch of our Open Comment Period on March 5, we invited all stakeholders to join us on this transformative journey, recognizing the need for principles that not only align with the industry's current trajectory but also lay the groundwork for a sustainable and responsible future for alternative investments.
A recent joint event between CAIA Association’s Virtual Chapter and CFA Society Columbus featured Glen Yelton, Head of Responsible Investing, Americas at Invesco and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association and Vice President at CFA Society Columbus. Glen and Aaron covered a variety of topics including the evolution of sustainable investing, the current ESG landscape in the time of COVID-19, ESG application in fixed income and private markets, institutional adoption of ESG policies, and other issues such as performance considerations and strategy "greenwashing."
In Part I, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development; and Chris Hamilton, Head of Asia Ex-Japan Client Solutions, Invesco Investment Solutions, discuss Invesco’s current capital market assumptions for traditional and alternative investments, how taking a goals-based approach can better inform the investment process, and how alternative investments can be used to improve outcomes for institutions seeking to meet their return targets while managing volatility.
Insights Into Institutional Investing: Part II: In Part II, Aaron and Chris start the discussion with a high level overview of some differences across institutional portfolios, both regionally and by type of institution. The remainder of the discussion takes a deep dive two hypothetical institutional portfolios. They find that, depending on the objective of the institutions, differing levels of alternative investments and particular sub-industries becomes very appropriate.
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