Videos

Know Faster and Invest Better by Nowcasting Macroeconomic Indicators All Over the World

First Friday of each month, at 8:30 am ET, the US Bureau of Labor Statistics (BLS) releases one of the most important macroeconomic indicators - the jobs report or non-farm payrolls (NFP) that makes headlines and moves financial markets worldwide. What is the value of knowing NFP 2 to 3 weeks in advance and 10% more accurately than the Bureau of Labor Statistics (BLS) and Wall Street analysts? Instead of waiting months to know key economic concepts like the GDP, sophisticated investors are leveraging the science of nowcasting to open a clearer window into the future.

Women & Wealth Management: The Impact of the Great Wealth Transfer

Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone! How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry? How must the industry change to meet the needs of this growing body of wealthy women?

CAIA Rocky Mountain Chapter Launch

The Rocky Mountain Chapter seeks to build a diverse and inclusive community of CAIA Members, Candidates, and industry professionals across seven western US states including Colorado, Utah, Nevada, New Mexico, Wyoming, Idaho, and Montana. The Chapter will provide opportunities to network, share ideas, educate and promote the use of alternative investments to improve long-term outcomes for investors and society.

FDP Candidate Orientation - Q4-2022 Exam

To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team. A typical Orientation Session includes the following:

• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.

Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes for Q&A.

Understanding the Landscape of Quantitative Investing

What types of managers and strategies use quantitative techniques such as artificial intelligence, machine learning, regression, and backtesting? What do investors need to understand before making allocations to these strategies? What due diligence considerations are specifically helpful when evaluating quantitative managers? Albourne Partners, AIMA, and FDP Institute hosted a discussion on quantitative investing. Dr. Keith Black, FDP Institute discussed the landscape of quantitative investing with Michelle Noyes, AIMA and Michael Ide, Albourne Partners.

Natural Language Processing (NLP) for Financial Services - APAC

Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.