Featured in Perspectives

Innovative Asset Allocation

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.

COVID-19 and Climate Change: A conversation with Jason Mitchell, Man Group

Laura Merlini, CAIA, Managing Director at CAIA Association talked with Jason Mitchell, Co-Head Responsible Investing, at the Man Group for his perspective on Climate change and Covid-19. Global problems require global solutions -- another lesson learned as a result of the Covid-19 pandemic in the year of the Earth Day 50th anniversary – that may lead to a deeper understanding of the ties that bind us on a global scale and should boost a coordinated reaction to address the Climate change threat.

CAIA Report: The Next Decade of Alternative Investments: Panel Discussion

CAIA Association's John Bowman, CFA, Senior Managing Director, leads an esteemed panel of alternative investment experts to discuss CAIA's recent report: The Next Decade in Alternative Investments: From Adolescence to Responsible Citizenship. John is joined by Ashby Monk, PhD, Executive Director, Global Projects Center at Stanford University, Christie Hamilton, Head of Investments, Children's Health System of Texas, and Kristina Koutrakos, CAIA, Director of Portfolio Strategies, The Virginia Retirement System.

Careers for Women in Alternative Investments: Opportunities/Challenges

CAIA New York, Fordham University Gabelli School of Business, and 100 Women in Finance partnered to present a panel discussing the opportunities, challenges, and strategies for a successful career in asset management for women.Over 50 students, new and seasoned professionals gathered to network and hear from women who shared their strategies for success.

CAIA Virtual Chapter Event - Sensation Seeking and Hedge Funds with Professor Stephen Brown

The CAIA Virtual Chapter hosted an event where Professor Stephen Brown presented from a paper he co-authored titled, "Sensation Seeking & Hedge Funds." In using a novel data set of automobile purchases by hedge fund managers, their paper exploits cross-sectional variation in vehicle attributes to investigate the effects of sensation seeking and investment behavior.

Factor Investing

The CAIA Virtual Chapter, in partnership with AlphaCore Capital and BNP Paribas held an educational event on Factor Investing last month. Factor investing has grown exponentially over the past 5 years. But while investors seem to agree that factor investing is a smarter way to invest, aspects of factor investing still need to be flushed out.