Videos

A handful of institutional investors have broken the mold when it comes to asset allocation and portfolio construction across public and private markets. By re-imagining the investment process, the role certain asset classes and strategies fit into a portfolio, many have unlocked an attractive return stream relative to other institutions. We captured some of these examples in a recent report, Innovation Unleased: The Rise of the Total Portfolio Approach, and a common question has been - how might these tenants apply in wealth management?

Watch this engaging discussion with a CAIA curriculum contributor and former Portfolio Manager at Ohio Public Employees Retirement System. Together, we discussed the Real Estate market and how allocators may consider managing a portfolio in the current market environment. In addition to discussing investment opportunities, both co-investment and fund investment, we dived into portfolio management and portfolio construction to design a resilient portfolio for uncertain environments.

In this conversation, Christie and Alessandro dove into the intricate interplay between monetary policy, economic indicators, and long/short equity hedge fund performance.

The CAIA Virtual Chapter and UniFi by CAIA hosted a webcast on the current state of the cryptocurrency and digital assets market.

With the recent approval of the US Securities and Exchange Commission of a spot Bitcoin and rise in bitcoin and other cryptocurrencies prices, there has been a renewed interest in the digital assets marketplace. As such, this increased attention presents a good time to check-in on the current landscape.

CAIA Southwest hosted a webcast delving into the pivotal role that secondaries play in private market portfolios. They provided valuable insights into the trajectory of this asset class, explored the burgeoning growth and complexity of opportunities within the marketplace, and uncovered what lies ahead in the coming year.

As the landscape of investments undergoes a remarkable shift with 'alternatives' taking center stage, the CAIA Association is taking a leadership role in the development of a modernized and relevant set of fiduciary practices for investment professionals and capital allocators to embrace.

In partnership with Bella Partners, CAIA Boston, CAIA Carolinas, and CAIA Bay Area joined together for this webcast on Innovative modeling and predictive analytics tools for private markets. In this talk, Alex Billias, CFA and Sam Holt, CFA discussed their simulation-based approach, recently published in the Journal of Portfolio Management, for liquidity and performance modeling in private markets.

The proliferation of semi-liquid fund structures has grown substantially over the past decade, as GPs have sought new ways to offer private markets to the wealth management channel.

Adoption has simultaneously increased from investors seeking exposure to private markets while maintaining operational and tax efficiency.

Where is the interest? Where are funds being raised and in which asset classes? Is there more innovation on the horizon?