Aaron Filbeck discusses the characteristics of hedge funds, including recent statistics on the growth of the industry and an overview of funds by age, domicile, and concentrations across the hedge fund universe. Aaron presents an overview of environmental, social, and governance investing (ESG), a discussion of the history of ESG investing, a comparison of the three primary approaches to ESG investing-socially responsible investing (SRI), impact investing and ESG integration- and discusses the three pillars of ESG: environmental, social, and governance.
The world of alternative investments continues to grow and change. Nearly $10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now alternative investments are starting to show up in mutual funds and ETFs. What might the future hold? Keith Black, PhD, CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association, and Michelle Noyes, CAIA, Managing Director, AIMA, discuss.
During this webcast we address the story beyond the numbers of the manager selection process both globally and within the African continent. The Africa Rising narrative has been phenomenal for Africa and has led to several transformational developments. Africa continues to attract foreign institutional investors as well as a burgeoning set of local asset owners to the continent. These institutional investors utilize a broad array of alternative investment strategies in order to meet their investment and developmental objectives. We discuss asset allocation trends, evolving alternative investment strategies, and how to assess proper due diligence. In addition, learn the risks an asset owner should take into consideration and why qualitative factors are as important or more important than quantitative factors in alternative manager due diligence.
Commodities may serve as an important element of an investment portfolio. In this presentation, Dr. Keith Black provides an overview of commodities as an asset class, explore the historical performance of commodities, and comment on their role in asset allocation and inflation protection. We compare the differences between commodities and financial assets. Various methods of obtaining exposure to commodities are evaluated, and we conclude with a discussion of futures based commodities investments. The second half of our program features an interview with Kathryn Kaminski where we explore current topics in commodities investment and look specifically at rising inflation and the possible implications.
Leading pension investment experts share 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). The panelists also discuss the financial impact of the Acts on multi-employer pension plans as well as provide investment solutions to help all pensions more effectively achieve their investment targets and reduce funding deficits.
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. Listen in for a discussion on the highlights from this report and Preqin’s overview of the alternative investments landscape.
Tokenization could help to democratize multiple asset classes by providing accessibility to more investors, while enabling asset managers to innovate by creating alternative assets tokens, thereby furthering the expansion of their potential product mix. Yet, the applications of the technology are still in the early stages. Join Chapter co-hosts CAIA Houston, San Francisco, and our Rocky Mountain pre-Chapter, for a panel discussion on some of the investment applications and technological considerations of tokenized assets.
On average, venture capital and buyout funds experience a performance falloff after seven to eight years, while the cross-sectional dispersion among them increases. In this brief conversation, John Bowman and Greg Brown discuss Brown's article “The Evolution of Private Equity Fund Value” as it appeared in the spring edition of CAIA's official Member publication The Journal of Alternative Investments. Access the full article here (a CAIA exclusive).
There's never been a more crucial time to stay relevant and ahead of the curve. Join our CAIA Korea Financial Data Professional (FDP) webinar to understand the growing roles of big data, data mining, workflow automation and machine learning in investment decisions and learn more about our FDP program.
This webinar was conducted in Korean.
Listen in on a conversation with CAIA's Managing Director, APAC, Jo Murphy and Director of Content, APAC, Jack Wu on the current market and education's place in this complex environment, whilst keeping you informed of the current market growth alongside where career prospects are within the sector.
Further, as an “Accredited Provider” under the Institute of Banking & Finance (IBF) Standards, CAIA Participants - meeting eligibility criteria – have the option to pursue reimbursable funding for the CAIA Charter. Time was spent touching on this during the discussion too.
Jo and Jack also provided an introduction to the CAIA Qualification in anticipation of the September 2021 exam early bird registration closing on May 17.