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… The ALTS Conference Series. The ALTS Conference Series, founded by CAIA and presented by Markets Group, is a premier … and covers a wide array of topics, including hedge funds, private equity, venture capital, liquid alternatives, … in the industry. While CAIA occasionally unveils groundbreaking reports during these events, every conference …
… History is peppered with brand campaigns that turned complacent and staid industries upside down. Nike’s … The lessons on strategic counter-positioning are profound in the annals of brand leadership. A Dull Landscape of … specialization approach of so many other professional bodies, we are deeply committed to a philosophy of “thinking …
… Announcements CAIA in the News Press Releases Future Fund, CPP Investments, New Zealand Superannuation Fund, and … with Strategic Asset Allocation (SAA) and all that comes with it. Joining Mr. Rubin in contributing to this … “To that end, each of our authors has approached a key component of TPA and the resulting report provides a wealth …
… MA, (January 13, 2026) - As alternative investments become more accessible, the most overlooked skill in finance—implementation—is now essential to client outcomes. Today, CAIA Association announced the launch of its … landscape, the biggest risk isn’t choosing the wrong fund; it’s failing to connect the dots between client goals, …
… framework that reorients portfolio decision-making around the total fund objective rather than individual asset … classes. As investment organizations navigate increasing complexity, scrutiny, and uncertainty, TPA offers a more … risk, allocating capital, and achieving long-term outcomes. “Total Portfolio Approach represents one of the most …
… CAIA in the News Press Releases Capital formation has become the domain of the private markets and product … making it imperative that advisors have a strong grounding in PE and its role in portfolio construction. … industry with the core knowledge needed to understand the complexities of private equity. For years, CAIA has been …
… who recognized this shift early have been rewarded. Understanding what changed, and what it means for investors, … cheaper gas, and growing power demand sparked a buildout of combined cycle gas turbines (CCGTs). These highly efficient … to reach 10-12% by 2028 as hyperscalers race to build out compute capacity for training and inference workloads. The …
… base. It highlights that the global investment system is undergoing a “wholesale rewiring” as geopolitics, technology … strategies and leadership approaches required for a more complex investment landscape. “We’re witnessing a … with these pressures in boardrooms and investment committees across the world.” Geopolitics move to the center …
… Improve a Portfolio’s Returns Chris Martin, CAIA, Axioma Fundamental (discretionary) portfolio managers typically … is, they identify stocks they expect to beat the market and combine them to create a portfolio. However, fundamental … Funds: A New Blueprint for Improving Retirement Outcomes Dan Loewy and Christopher Nikolich, AllianceBernstein …
… listening tour took us to Toronto. Even though our last roundtable in Los Angeles was only four weeks ago, it feels … mirror. It would be hyperbolic to say the world has completely changed since then, but the tone and focus of the … human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. …
… to track a particular asset class or investment style. A comparison of the available benchmarks can provide some … benchmark choice for the investment in consideration. The comparison may also indicate the existence of critical … comparison for the investment in question. If the indices under consideration exhibit different return patterns or …
… Environmental, Social & Governance Understanding ESG ESG is no longer a mere add-on in a … in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the … related to ESG across alternative asset classes. Here we’ve compiled content from CAIA’s many publications, as well as …
… in alternative investment education now has 25 Chapters around the world AMHERST, MASS. (21 April 2016) – The Chartered … Ireland, the organization’s 25th worldwide Chapter, will become a hub for CAIA Members, Candidates, educational … meet, learn and network as the Irish alternative investment community continues to grow and innovate. CAIA marked the …
… incitement to riot is not protected speech and can be grounds for arrest. In other septuagenarian January news, … -- a mind-numbing 78% higher than the last 10 years combined . Apparently, that still was not enough to sate … are up over 50% YTD, while those priced at $100 or more coming into this year, have barely budged. If that is not …
… concerning what exactly portfolio diversification is and under what circumstances is it beneficial to investors, … strategies, but rather to highlight the most commonly used ones, provide the motivation behind each … This paper summarizes findings from approximately 150 studies that address characteristics of private equity …
… to examine the true impact of the October effect and found that on average, this dreaded month is, well, … sample, 62% were on the positive side of the ledger which comported with the exact same experience for the months of … months are September, May and February, which failed to compound at all. Perhaps it is time to silence the inner …
… need no introduction to anyone who has worked in or studied the worlds of private equity and venture capital,” said … and organizations that have demonstrated remarkable commitment in fostering the pursuit of education in the … references for their fields. Professor Kaplan also co-founded the entrepreneurship program at Booth where, along …
… landscape, boards across Asia-Pacific (APAC) face a profound challenge: how to move beyond short-term profit … and geopolitical rivalries. For boards and investment committees (ICs), the imperative is clear: governance must … Trade tensions and supply chain realignment : US-China competition, regional trade blocs, and reshoring strategies …
… is your central resource for the evolving conversation around TPA— updated regularly with new ideas, challenges, and … insights, questions, and contributions of the investment community itself. Explore the Full Spectrum of TPA … dimension, including: Earning a Place in the Portfolio - Competition for Capital Where all Change Must Begin - …
… Disrupted as Financial Data Professional (FDP) Institute Welcomes the First Class of FDP Charterholders Announcements … – The Financial Data Professional (FDP) Institute recently completed its inaugural exam cycle and has welcomed the … the two worlds of financial analysis and data science. Founded by the Chartered Alternative Investment Analyst (CAIA) …
… important for wealth management professionals to understand benefits, considerations, and investment … and investing more responsibly – helping you stand out in a competitive marketplace. With the CAIA.nxt™ Digital Assets … and is eligible for 5 CE hours upon successful completion of the program. Individual course registration is …
… for Specialist Financial Skills (Originally appeared in ft.com online) CAIA in the News William Kelly, Chief Executive … a way to increase financial literacy,” he says. Enter the Fundamentals of Alternative Investments programme, … array of clients, without having to quit her job. “The audience the course appeals to is enormous,” she says, adding …
… by some of the largest and most successful endowment and foundation portfolios that have long made substantial … Lombard, CAIA Association CEO. "The vibrant investment community of the Washington, DC area includes the largest … the District of Columbia, Virginia, and Maryland investment communities and offer a platform for professionals to stay …
… CAIA Association Deepens Long-Term Commitment with Next Phase of Middle East Strategy … partnerships and localized programming, reinforcing its commitment to some of the fastest-growing private capital … private capital hub, this new phase in CAIA’s development underscores its commitment to play a deeper role in the …
… CAIA Association. It was Patriots' Day on April 15 in the Commonwealth of Massachusetts. My home is in Newton and I … Boston Marathon. Between zoom calls, interrupted by the thundering fly-over of a pair of F-35 fighter jets, I decided … to at least get my own steps in, and walked(!) over to Commonwealth Ave. near the beginning of Heartbreak Hill . I …
… November 29, 2012. Florence Lombard, CEO and one of the founding architects of CAIA, welcomed two hundred distinguished thought leaders from … investment industry, including members of CAIA’s global community in the Americas, Europe, Asia, the Middle East and …
… unfolds, wealth management professionals have an improved understanding of the "why" behind alternatives, yet despite … for this transformative period in wealth management. Their combined expertise aims to equip professionals with an … Chris Sullivan Craft & Capital chris@craftandcapital.com About CAIA Association The CAIA Association, a global …
… validation: Genuine breakouts/breakdowns are typically accompanied by increasing volume, while false breakouts often … do provide a structured way to assess probabilities. When combined with Fibonacci levels, volume analysis, and … own research. The first article in this series covers 10 foundational patterns, including classic reversals, …
… into where alternatives are heading in the decade to come, and a four-point call to action for all industry … Kelly. In addition to a number of key data points, case studies and findings, The Next Decade of Alternative … growth, augmented by the results of a survey CAIA recently undertook of its global Membership. The report also includes …
… determining their own retirement destiny. At the risk of sounding like a broken record, the time has come for me to dunk on the 60/40 again. Over the past few … performance of a 60/40 portfolio, the returns are compelling. Even today, with cheap (or free) beta at our …
… to the often-cited CapCo study (2003) about hedge fund failures, 50% of those failures were driven by … only for hedge funds, but also for other asset management companies, such as private equity companies, family offices or independent asset managers. …
… Initially, the CAIA Texas chapter will have leadership committees in Dallas and Houston, with plans to expand to Austin and San Antonio in the coming months. “Interest in alternative investments is … and growing, with nearly $2 trillion invested in hedge funds alone,” said Matt DenBleyker, who will head the Dallas …
… the chosen headquarters for some of the largest Fortune 500 companies,” said William J. Kelly, CEO of CAIA. Global … newest chapter will bring together Minnesota’s vibrant community of asset managers, asset owners, consultants and … Governor of Massachusetts; Eric Dayton, Entrepreneur & Founder of Askov Finlayson; Peter Frosch, CEO, Greater MSP; …
… benchmarking, not to mention our organizational charts, compensation structures, academic course work, and … and difficulty in managing the capital pool holistically around a view of the future. In parallel with the innovation … human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. …
… proactive, detail-oriented, and passionate about fostering community and engagement within the alternative investment … coordination 30% Reviewing the Chapter team shared inbox, communicating with chapter leaders and members, addressing … chapter leaders in their roles. Qualifications: An undergraduate student interested in gaining hands-on work …
… UniFi UniFi by CAIA The UniFi by CAIA logo Fundamentals of Alternative Investments® Fundamentals of … attorney’s fees and costs, in obtaining the Lapsed Member’s compliance with the terms of this Intellectual Property … marks wherever they appear (e.g., on business cards and website advertisements). For example: Jane Smith, Full …
… profit models emerge. In the last half-century, personal computing, the internet, and mobile computing have all exhibited this playbook. If an investor has been around for more than a minute, they have the scars and residual …
… that end, we’re very excited to be sharing our findings around the Portfolio for the Future™, and call upon the … to work smarter, more creatively to deliver investor outcomes; new report from CAIA provides the roadmap AMHERST, … a four-decade economic super wave driven by unprecedented accommodative monetary policy by global central banks and are …
… 2026 Content Agenda: Seeing It Coming: The Advantage of Pattern Recognition in a Repeating … have consistently surfaced time and again by our global community. Through research, conversation, and … Thinking – designing portfolios for complexity. Use it to: Understand where CAIA focuses attention and thought …
… via Pearson VUE at proctored testing centers around the world. The Moscow testing center is located in the … including hedge funds, private equity, structured products, commodities, and real assets. The CAIA designation, which is … growing number of alternative asset classes, giving them a competitive advantage in the growing field of alternative …
… from all corners of the country’s alternative investment community AMHERST, MASS. & TOKYO (June 6, 2016, 7:00am JST ) … across Asia and beyond. “Japan’s alternative investment community is both diverse and robust, and represents a … alternative investment community not only in Japan but around the globe,” said Mr. Takayama. “So far, alternative …
… help foster further innovation and make our area even more competitive on both the national and global levels. AMHERST, … diverse and fast-growing alternative investment community. “Philadelphia and its surrounding region are home to some of the finest academic …
… needs of investment professionals. Alpha Development has committed to the ongoing delivery of the Charter Program, … a November 2024 examination. Joseph Simonian, Ph.D. , a founding member of the FDP Institute Advisory Board and an … and the data scientist working within an increasingly complex investment process. We knew this evolution would be …
… News Press Releases Deborah McLean, President of the CAIA Foundation and Global Head of Diversity, Equity, and Inclusion … concrete action requires leadership that recognises the complexity and interplay between diversity, equity, and … community please contact us at info@sbai.org or visit our website www.sbai.org . Search terms SBAI, AIMA, CAIA, DEI, …
… CAIA’s 23rd global Chapter, CAIA India will provide a community for CAIA Members, offering educational, networking … investments today. We’ve had CAIA Members on the ground in India since our earliest years, and I’m thrilled now … Chapter that will support and engage our vibrant CAIA community here.” To mark the launch of the new Chapter, CAIA …
… George, CAIA, head of debt and alternatives at the Future Fund. “I’m very pleased to be part of the creation of the … the importance of improved education across the investment community around alternative investing should be obvious.” … senior investment manager, Absolute Return Strategies, Commonwealth Superannuation Corporation. “CAIA was formed to …
… traditional market exposures. In this article we provide a comprehensive look at U.S. timberland investing. In … equity (PE) investments are investments in privately-held companies, that trade directly between investors instead of … class, and it differs from investments in public equity in fundamental ways. There is no active market for PE positions, …
… Structure governance so decisions align with long-term outcomes Build a culture where capital allocation is … optimized Delivered in 3 focused modules , the program combines strategy, practitioner insights, and real-world … point. This microcredential equips you with a validated understanding of how to align investment decisions with …
… centers on alternative investments, including hedge funds and private equity funds. He also is a leading expert … Journal of Financial Economics, The Review of Financial Studies, The Journal of Derivatives, The Journal of Portfolio … a global asset management firm specializing in fixed income investments. He has served as a consultant on financial …
… Is Us with CAIA CEO Bill Kelly and Bodhi Research Group founder and CEO Dr. Ranjan Bhaduri October 08, 2021 Videos Investing in private equity is a longer-term commitment, one that requires a lot of care and attention. … the latest edition of “This Is Us,” Bodhi Research Group founder and CEO Dr. Ranjan Bhaduri discusses this and much …