Multimedia Library

In a conversation with CAIA's Millissa Allen, Sara Olsen and David Pritchard of SVT Group, and Yuwei Shi of Middlebury Institute of International Studies at Monterey discuss their piece on the belief that the impact management profession will grow and decide the staying power of ESG and impact investing. Read the complete article and take the brief survey here on Portfolio for the Future.

Bill Kelly and Aaron Filbeck were joined by Rashad Kurbanov, CEO of iownit, on September 3 to discuss the recent SEC accredited investor ruling, access to private markets, and how technology can provide operational efficiency and increased transparency for investors. The discussion follows a recent blog post from Rashad on these topics.

Does the illiquidity premium really exist after fees? Can the efficient frontier really be expanded through private capital or can the same behavior be captured through highly indebted publicly traded small cap equities? Gregory Brown, Executive Director of the Kenan Institute of Private Enterprise at the University of North Carolina, and John Bowman, CFA, Senior Managing Director of the CAIA Association co-host a panel of experts that have wrestled and opined on this complex set of questions.

 

In this brief CAIA Association and FDP Institute interview, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development of CAIA Association, sat down virtually with Renato Leggi, CAIA, CFA, Client Portfolio Manager of ARK Invest, to discuss some of the takeaways from his recent whitepaper, Innovation: The Risks of Under-Allocation. Some of the highlights of the discussion include accessing innovation in public vs. private markets, the portfolio construction implications of allocating to new innovative technologies, and investor considerations during the manager research and selection process. Listen in.

Deborah McLean, CAIA's Managing Director of Global Relations, talks with organizations each taking the lead on closing the gap in both interest and success in the financial fields for women and girls. Amanda Pullinger, CEO, 100 Women in Finance, Janet Cowell, CEO, Girls Who Invest, and Lindsay Burton, Founder & President, Kayo Conference Series offer their insights. Watch the conversation here. 

 

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."

CAIA and CFA Society Emirates organised a panel of experts to explore the intersection between technology, data and investor motivations as key accelerators of impact investment activity pre, during, and post-COVID 19. The speakers discussed the impact investment trends that were already on the uptick prior to the COVID-19 global market slowdown, sustained during the pandemic, and can be anticipated to remain relevant as the global economy arrives at a new normal. They also took a close look at how impact is measured and how it correlates with investor behavior and expectations in the GCC region.

Should retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets, are retirement goals at risk by relying solely on public markets? Bill Kelly, CEO, CAIA, and John Bowman, Senior Managing Director, CAIA, join a panel of experts including Andrea Auerbach, Partner and Head of Global Private Investments at Cambridge Associates, Barbara Roper, Director of Investor Protection at Consumer Federation of America, and Lawrence Calcano, Chief Executive Officer at iCapital Network to provide a balanced and objective dialogue about how the industry should weigh these complex topics.

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.