Americas

Description: The democratization of alternative investments beyond the institutional allocator salutes a new investor – the individual. Clients are finding their desired financial outcomes to be ever more elusive, resulting in a wave of new and innovative investment products coming to market. While this sparks investor interest, it also highlights a critical education gap across the entire value chain of the private wealth management industry.

Description: CAIA Member Greg Kaufmann and Duke Kim, Director of Institutional Client Solutions at The Giving Block, hosted the second part of an educational webcast around NFTs. In the first event, we covered investing in this emerging asset class. This second part was a practicum. We walked members through the process of transferring crypto from an exchange to a wallet and from there, we showed you how to buy an NFT.

Description: The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward.

Description: Our new report “CAIA Insights: The Rise of India’s Private Equity Market” has been released, where we showcase insights, spotlight opportunities, and summarize our call to action for this fast-evolving sector. Combining commentary penned by leading PEVC industry specialists, alongside CAIA’s crafted content, and supported by our knowledge and data partner – Venture Intelligence – we position tangible insights, actionable intelligence and provide knowledge on a market too big to ignore.

Description: By now, you probably know what an NFT is. You have also probably heard of the staggering sums being made by individuals. More recently, several funds have launched that are approaching investing in NFTs in an institutional manner. CAIA is excited to have put together a panel of Funds to discuss the various approaches being used to invest in this emerging asset class. We reviewed the term NFT,  how NFTs are valued as well as some of the investment strategies being employed.

Description: The pursuit of diversification for the average financial advisor is not as straightforward as it once was. From private capital to collectibles, the barriers to access alternative asset classes are lower than ever, thanks to regulatory changes and product innovation. In this webcast, Phil Huber, CFA, CFP®, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, discussed Phil’s background, his approach to asset allocation and portfolio construction for his clients, and his new book, The Allocator’s Edge. 

Description: There are many methods for conducting performance attribution with portfolios containing only liquid assets. A lack of periodic asset return data and a clear definition of what constitutes an appropriate market benchmark thwarts efforts to perform similar types of attribution analyses for portfolios of private equity funds (and other illiquid investments).

Description: We officially launched CAIA LatAm, CAIA Association's 32nd Global Chapter! Made up of representatives from Brazil, Mexico, Chile, Colombia, and Peru, the Chapter Executive Committee will work to provide opportunities for local CAIA Members in many locations to network, share knowledge, and create an environment that fosters the growth of the local alternative investment industry. The Chapter will also host educational events featuring thought leaders, who will discuss a variety of alternative investment trends and strategies.

Description: 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.

Description: 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.