Market Dynamics, Geopolitical Shifts, and Social Priorities
In a world defined by complexity, portfolios can’t be built in silos. Market dynamics, geopolitical shifts, and social priorities are more intertwined than ever—requiring investors to think in terms of systemic issues, not snapshots.
This year, CAIA will explore how a more connected, multidimensional approach to portfolio design can better support the uncertainty ahead.
Reports
JUNE 2026
An Expanding Mandate – A Systems-Level Framework for Asset Management
A new joint report from Thinking Ahead Institute and CAIA Association examines why investment organizations are entering a period of structural…
OCTOBER 2025
From Vision to Execution: How Investors Are Operationalizing the Total Portfolio Approach
Capital allocators are no longer asking what the Total Portfolio Approach (TPA) is, but how to implement…
MARCH 2024
Innovation Unleashed: The Rise of Total Portfolio Approach
Total Portfolio Approach (TPA) allows for opportunism – investing with a mindset of what is the best investment right now for the overall…
MARCH 2024
The World Rewired From Signals to Shifts: The Decade Ahead for Capital Markets
What if the future of finance isn’t evolving but being completely rewired? The World Rewired is not your typical “state of the markets” report. Based on a year-long…
Articles
Retail Advisers Ditching Private Assets as Workload Outstrips Fees | Bloomberg | August 28, 2026
Comprehensive Response and AI: The Survival of Asset Managers Hinges on Repositioning Their Business Model | Funds Society | August 17, 2026
Blogs
JULY 2026
The Sirens of Short-Termism
By Aaron Filbeck, CFA, CAIA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association
MARCH 2026
Listening for the Signals of a Rewired World
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association
FEBRUARY 2026
The TPA Roadmap for GPs: From Parts Provider to Chief Problem Solver
By John L. Bowman, CFA, Chief Executive Officer, CAIA Association
JANUARY 2026
The Participant’s Trilemma: Learning from Other DC Plans Around the World
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association
Podcasts
Against Consensus
In Part I of this interview, host Angelo Calvello sits down with John Bowman, CEO of the CAIA Association, to unpack Vision 2035, CAIA’s strategic plan built from a listening tour of 120 executives worldwide. Bowman argues investing’s siloed career paths are relics of a calmer era, making the case for historians and machine learning experts to sit with investment teams from day one.
Capital Decanted
Season 3 Episode 3: Total Portfolio Approach, Part 2 – Implications for the Broader Investment Ecosystem with Geoffrey Rubin, Charles Hyde, Eugene Podkaminer, and James Clarke
To learn more about TPA and CAIA’s contribution to the conversation, visit our TPA Hub.