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Replicating hedge fund returns is not necessarily a strategy, but has become an interesting avenue for investors seeking exposure to hedge fund beta with high liquidity, low fees, and low investment minimums. However, the replication process can be done in several ways and not everything can be replicated. This panel discussion covered some approaches to replication, the trade-offs of replication vs investing in underlying funds, and the impact of the wrapper on implementation and performance.
This "Ask Us Anything" session provided Candidates the opportunity to ask about the CAIA exams while navigating the path to becoming a CAIA Charterholder. This session was open to all interested in learning more about the CAIA exams.
A handful of institutional investors have broken the mold when it comes to asset allocation and portfolio construction across public and private markets. By re-imagining the investment process, the role certain asset classes and strategies fit into a portfolio, many have unlocked an attractive return stream relative to other institutions. We captured some of these examples in a recent report, Innovation Unleased: The Rise of the Total Portfolio Approach, and a common question has been - how might these tenants apply in wealth management?
Moderator Aaron Filbeck, UniFi by CAIA, was joined by esteemed panelists Carlin Calcaterra from Ares Wealth Management Solutions, Tony Davidow from Franklin Templeton, Patrick McGowan from Sanctuary Wealth and Shana Sissel, Banrion Capital for an engaging presentation with an introduction to the Total Portfolio Approach, panel discussion and questions answered.
Watch this engaging discussion with a CAIA curriculum contributor and former Portfolio Manager at Ohio Public Employees Retirement System. Together, we discussed the Real Estate market and how allocators may consider managing a portfolio in the current market environment. In addition to discussing investment opportunities, both co-investment and fund investment, we dived into portfolio management and portfolio construction to design a resilient portfolio for uncertain environments.
In this conversation, Christie and Alessandro dove into the intricate interplay between monetary policy, economic indicators, and long/short equity hedge fund performance.
The CAIA Virtual Chapter and UniFi by CAIA hosted a webcast on the current state of the cryptocurrency and digital assets market.
With the recent approval of the US Securities and Exchange Commission of a spot Bitcoin and rise in bitcoin and other cryptocurrencies prices, there has been a renewed interest in the digital assets marketplace. As such, this increased attention presents a good time to check-in on the current landscape.
Among other topics, the panelists discussed the drivers of the latest market moves, the role digital assets play in institutional and private wealth portfolios, and evaluated the outlook for cryptocurrencies.
CAIA Southwest hosted a webcast delving into the pivotal role that secondaries play in private market portfolios. They provided valuable insights into the trajectory of this asset class, explored the burgeoning growth and complexity of opportunities within the marketplace, and uncovered what lies ahead in the coming year.
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.