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… categories of alternatives, this article focuses on hedge fund strategies and describes what portfolio managers and … It turns out that knowing whether OPEC spare capacity is at comfortable levels or not would have been very helpful in … Where Are We In the Cycle? By Fabienne Cretin, Stéphane Dieudonné, and Slimane Bouacha OFI Asset Management A number …
… ESG Team Doesn’t Have To Be By Kari Hayden Pendoley , Founder of Impact Savvy a strategy firm bringing profit and … and DEIB (Diversity, Equity, Inclusion, Belonging) outcomes. May is here but the SEC climate risk disclosure … my article last year. In short, the Securities Exchange Commission (SEC) signaled it would provide new requirements …
… at MSCI Are client portfolios truly optimized if core components of the client’s wealth, such as a family business … factor-based analysis, we can build a more holistic understanding of how public and private assets interact, … a widespread search for alternative sources of return, income, and diversification, leading many to explore …
… PhD, Head of Asset Allocation, New Zealand Superannuation Fund Fifteen years ago, we at New Zealand … and deeply transformative in terms of how we deliver outcomes for New Zealand. Along the way we’ve challenged … a simple benchmark, a mix of global equities and fixed income with a small New Zealand equity allocation. But the …
… was bold, particularly in its rejection of the fixed-income-heavy strategies of the past. The model emphasized … This model, which emerged from public sector pension funds, emphasized world-class talent, innovation, and an … is a Level 2 CAIA Candidate. She earned a BA in Legal Studies from UC Berkeley. Learn more about CAIA Association …
… CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association What happens when all … Success , a poetic dissertation of what happens when one becomes too successful. The songs, of course, were terrible, … throughout the 2010s. In 2008, private infrastructure funds managed $60 billion. By 2026, that number hit $1.6 …
… Humility Before Product By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC “Private … the quiet part out loud, and is that what we truly have become? This quote appeared in “ Private Equity Staff Shed … for the beneficiaries they in turn serve. And now comes the individual investor. Of the many things stacked …
… Q2 2015, Vol 4, Issue 1 DOWNLOAD On the Possible Impact of a Commodity Transaction Tax on India’s Commodity Derivatives: An Empirical Study Sanjay Sehgal and … there may also be other factors at work. DOWNLOAD CAPE Around the World: The Relationship Between Risk and Return …
… Q4 2016 Vol. 5 Issue 3 DOWNLOAD Understanding the Systemic Risk of a Multi-Asset Portfolio … protection for such portfolios. DOWNLOAD Hedge Fund Compliance: Risks, Regulation, and Management - New Book Excerpt Jason Scharfman, Corgentum Consulting LLC Compliance is one of the fastest growing areas in the …
… the authors discuss some of the public misconceptions around artificial intelligence (A.I) and provide suggestions to … can incorporate A.I. into their portfolios. DOWNLOAD Outcome-Oriented Alternative Investments Masao Matsuda … DOWNLOAD What, Exactly, Is a Factor? Melissa R. Brown, Dieter Vandenbussche, Esther Mezey, Ipek Onat As of June …
… Chapter Executive Gisela Medina, CAIA, CESGA, is Head of Fund & ETF Selection at BBVA Quality Funds, BBVA´s Global Third Party Selection Platform. Ms. … Ms. Medina has a Degree in Mathematics from Universidad Complutense de Madrid (1998) and MSc in Financial …
… William Kelly, CAIA CEO, and Sean Walters, IMCA CEO, on the Fundamentals of Alternative Investments Certificate Program® … to be an answer to the continued quest for this knowledge coming from so many newer and more retail-oriented … sections on hedge funds, real assets, private equity, commodities and structured products. “Alternative …
… Association Congratulates Three New “100 Women in Hedge Funds/ CAIA Scholars” Charter Holders Announcements In … Hedge Funds (100WHF), Pacific Alternative Asset Management Company, LLC (PAAMCO), and the CAIA Foundation are pleased … three of this year’s 100WHF/CAIA Scholarship winners on becoming CAIA Charter members. Nili Gilbert of Matarin …
… Hippocrates Grieved By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC Atlas … the curricula and vows of the Members of credentialling bodies such as CAIA Association , CFA Institute and CFP Board … , and the Crypto Freedom Alliance of Texas have perhaps become the venue shopping conduits to strike down any …
… Alternative Investment Analyst (CAIA) Association Welcomes Two New Board Members Press Releases Asia … of Directors, it was announced today. Melissa Ma, co-founder and Managing Partner of Asia Alternatives, and Simon … and will serve a two-year term. “We are thrilled to welcome Simon and Melissa to the CAIA board,” said Jane Buchan, …
… from the drawing room and into polite society; awkward, underdressed for the occasion, and accompanied by an eager but sometimes ill-prepared chaperone … CAIA's global content strategy. She holds a BA in Legal Studies from UC Berkeley, the Sustainability and Climate Risk …
… Waiting For QuDough By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC This … piece is a ‘qu’-bit takeoff from Samuel Beckett’s tragicomedy play, Waiting for Godot , which finds the two central … machine often takes on decoherence tendencies. Quantum becomes classical just like the savant who suddenly seems more …
… information about last year’s program can be found in this article , and we will start releasing … shaping a more innovative and dynamic industry. Program Components The scholarship includes three central elements: … market. Before joining StepStone, she was with Lombard Odier Private Banking on the Strategic Business Development …
… CAIA Association & Ryan Communication Make Education Centerpiece of Collaboration … Ryan teams in Hong Kong, Singapore, and Shanghai will complete CAIA’s innovative, self-directed Fundamentals of Alternative Investments certificate programme …
… can play multiple roles in a portfolio, like generating income, growth, inflation protection, and capital … location, and sector. For wealth management professionals, understanding the various styles, sectors, and access points … entirely online , the Real Estate Microcredential ensures a comprehensive understanding of real estate investments all …
… as the primary source of growth capital for middle-market companies. Despite double-digit unlevered yields, investors … liquidity, price discovery, and balance-sheet velocity that underpin mature fixed-income markets such as CMOs and CLOs. We argue that the …
… Educational Alpha | A Canary Conundrum By Bill Kelly, CEO, CAIA Association Pity the poor … the early 1900s in Yorkshire when they were first chosen to die on a hill that they would likely have volunteered to die … of discovery and realistic assessment of what we can accomplish and the shared sacrifices we need to make to get …
… DeAWM is partnering with the CAIA Association to offer the Fundamentals of Alternative Investments Certificate Program … of its retail coverage in the Americas, affirming its commitment to the evolving alternative investment landscape. … DeAWM’s retail distribution team will be required to complete a course consisting of 20 one-hour modules. It …
… CAIAA Member Agreement By becoming a Member of the Chartered Alternative Investment … As a CAIA Member, you are responsible for reading, understanding, and complying with the following terms, … are solely responsible for periodically accessing the CAIAA website ( www.caia.org ), or otherwise obtaining copies of …
… In any mature asset class, total return is driven by two components: capital appreciation and income. In the early days of crypto, new tokens were primarily … additional source of return, one that is driven by the fundamental security and operation of the blockchain itself. …
… Relative Comparisons in Private Equity: A Cautionary Tale By Matt … equity manager and the compensation structures they operate under (and the ones that we, as investors, accept). For a … choose the most favorable ranking. Several research studies have pointed out that more than 75% of the market can …
… Josh Kernan is a Partner of Simple Alternatives, LLC. Founded in 2009, Simple Alternatives is an institutional … registered alternative investment funds. Mr. Kernan has become a sought after commentator on alternative investment use by registered …
… Association It’s no secret that private markets have undergone some pretty dramatic changes in recent years. The … We recently sat down with Tim Koller, Partner at Mckinsey & Company, to explore what this convergence means for … by CAIA™ learning platform. She holds a BA in Legal Studies from UC Berkeley, the Sustainability and Climate Risk …
… headwinds; perhaps a union of the two may help to overcome them. Impact investing can be defined as profit-seeking … synergize well with this approach. The control that these funds exert over companies can serve as a mechanism for … of topics in asset management, which he publishes on his website, YannickLaurentFinance.com. He has a background in …
… New Chapter is CAIA’s largest and most far-reaching, encompassing CAIA members from more than 60 countries AMHERST, … of in-person meetings in a wide variety of locales around the globe, and dedicated Chapter leadership to promote … facilitate networking among members. “CAIA’s 7,300 members come from more than 80 countries, and a robust network of 20 …
… Andreas Rothacher, CFA, CAIA, Head of Investment Research, Complementa AG & Thomas Breitenmoser, CFA, CAIA, Head of … Allocations, backdrop and historical development The assets under management in alternative assets such as private … are based on our experience with asset allocation studies that we conduct for institutional clients, as well as …
… Alpha: Rate a Minute! By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC While … in any new field) often fail to grasp that even a bright newcomer can be supplanted” and “the disruptors can be disrupted whether by skillful competitors or even new technologies” … Ni Hao, Deepseek ! …
… reality,” Bowman continued. “But thought leadership, competency mapping, and capital allocation techniques haven’t kept pace with the scale and complexity of this shift. Traditional and tired models of … to the source and engage with investment professionals to understand how CAIA can help them build the skills and …
… Educational Alpha: A House of Cards The U.S. Code is the compilation and codification of the federal laws currently … pug!), as it brings an especially important issue that is under appeal in two separate cases to be heard by the … Section 230 which provides the same liability protection to website hosts such as Google, Twitter, and Facebook. While …
… their publicly traded counterparts, make investments in income-producing commercial real estate. They typically hold … among others. Certain of these REITs structure their underlying investments as net leases in which the tenant is … price discovery more robust. Most empirical economic studies suggest that fundamental factors shaped the …
… industry, projecting 9.8% annualized growth in assets under management by 2025. This projected growth is not … to opportunities to properly diversify. Simultaneously, fee compression and the rise of passively managed products have … integration and use of alternative data have added further complexities to the manager research process. Much has …
… goal was to start a firm where clients and culture would complete each other and so Boston Partners was born. About … the next five years. A failure to innovate or propagate around a client-centric value proposition should always hasten … public market indices and median IRRs for PE or RE, and the compelling need for proper IDD, where manager access and …
… transformative effect on the finance industry and having an understanding of these technologies has become a fundamental need for those who want to succeed in … we’ve designed the FDP program to help professionals stay competitive as the rate of change only continues to …
… Light Through the DARC By Massimiliano Saccone, CFA, Founder & CEO, XTAL Strategies In two earlier pieces on this … Here’s why. Let’s consider the portfolio below, comprised of four investments (amounts in the Contribution … of Private Equity Funds ”, The Review of Financial Studies, Vol. 22, No. 4, Apr.: 1747-1776 …
… journal published by CAIA Association. The Problem with Studies Many studies on allocating to alternative investments … asset classes like publicly traded global stocks or fixed income, alternative asset class benchmarks are rarely … autocorrelation is present in a series of prices, it can understate traditional risk metrics, such as standard …
… executive officer of Pacific Alternative Asset Management Company, LLC ("PAAMCO"), as chairman of its board of … the CAIA Association. "The world continues to increase in complexity and helping investors understand the growing array of investment opportunities and …
… is not a pandemic, clearly the lack of civic leadership around the world is. Capital Formation: Tectonic shifts from … owners. The content was thought provoking, timely, and compelling and I wanted to share a few of those themes with … growth, relative valuation, product traction were the ingredients to determine the winners and losers in our …
… By the end of the series, an advisor should better understand the factors and characteristics to consider when … involve buying ownership stakes in privately held companies, while hedge funds use a variety of strategies not … returns. Real estate investments can provide potential income through rent payments and appreciation, while …
… panel which brings the many investment themes circling around the Javits Center down to the reality of a decision-making process. Global CIOs are in the outcome business and their job is a hard one whether you … as the defined contribution plan and/or the IRA have become the new retirement corpus and we are the modern-day …
… associated with upending a trade regime that has underpinned the global economy for the last half century. … impacted by Trump’s tariffs. The current account balance is comprised of four terms as described in the equation: … of topics in asset management, which he publishes on his website, YannickLaurentFinance.com. He has a background in …
… mindset that once defined institutional investing is under strain. Regime Change and the Vanishing Long Term … of Belief This turbulence is forcing boards and investment committees to revisit their core investment beliefs—the … over,” one participant quipped, suggesting that technical competency alone is no longer sufficient to navigate a …
… Let’s take a moment to dissect the incentive fee. LPs commit capital to a fund. The fund manager invests the LPs’ capital in a number … for a job well done. The carried interest earned by the GP comes directly from the LPs’ capital. Yet, the current tax …
… had the privilege of engaging with our global membership around alternative investments. Now is an excellent time to … years since the program’s launch, the FDP Program has welcomed Charterholders in 36 countries around the world. … decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to …
… Minjun Kim is Partner at T3 Ventures, focusing on venture companies and new growth investments. Previously, he was Co-Founder and Managing Partner of SAP Investment Management, a … Baker Brothers Investments, a US-based biotech investment company. He also spent 11 years at Korea Investment …
… and governance services for alternative investment funds. In this role, he supports fund boards by assisting with strategic oversight, ensuring adherence to regulatory compliance, managing risk frameworks, and overseeing …