CAIA’s Vision 2035 enters its next phase—
with a strategy shaped by the global profession.
Four Priorities. One Shared Future.
We’ve translated Vision 2035 into four strategic priorities—bold, actionable, and built for a profession that’s rethinking how it grows, serves, and creates value. These aren’t theories. They’re targeted responses to where the world is heading, and where we believe CAIA can better serve the profession.
The Future Just Showed Up
Guided by global voices. Driven by shared priorities.
In 2025, we launched Vision 2035 with a clear goal: to realign investment practice with
long-term value creation—for markets, economies, and society.
We’ve listened—across markets, time zones, and disciplines. Now, we’re turning dialogue into a coordinated commitment.
Not to dictate the future, but to contribute through shared priorities and practical action to what comes next.
8 Signals From Across the Globe
Insight from every region. Priorities for every corner of the profession.
A Convergence of Public and Private Markets
The line between “traditional” and “alternative” investments is blurring. Investors are blending both into unified strategies, reshaping mandates and client conversations. The old categories no longer fit how capital is raised, managed, or understood.
Shifting Product Innovation and Design
From evergreen vehicles to tokenized funds, investment product design is evolving rapidly and often faster than investors, advisors, or regulators can keep up . In wealth management especially, client demand is outpacing advisor fluency, exposing a growing gap between innovation and understanding.
Changing Geopolitical and Macro Climate
The world is adjusting to higher rates, persistent inflation, and geopolitical fragmentation. The investment playbook of the last 40 years is no longer reliable. Practitioners are rethinking diversification, risk, and capital flows in a more fractured global economy.
Artificial Intelligence and Organizational Impact
AI is moving from theory to tool. From data analysis to team structure, it’s changing how decisions are made. While the efficiency gains are real, so are the risks, especially around overreliance, role disruption and workflows across the front, middle, and back office.
A New Professional Development Toolkit
Linear paths are out. Today’s investment professionals need judgment, agility, and cross-disciplinary fluency, especially in tech, strategy, and systems thinking. The next generation of leaders won’t just analyze data. They’ll need to connect dots others can’t see.
Welcoming a Blockchain-enabled Industry
Tokenization isn’t mainstream yet, but it's coming. It promises broader access, faster settlement, and fractional ownership of illiquid assets. Questions around regulation and governance still loom large.
Renewed Importance of Organizational Culture
In an age of disruption, culture is your deepest moat. Firms rooted in trust and shared purpose are more resilient and more likely to outperform long term. Culture isn’t soft. It’s structural.
New and Evolving Centers of Private Capital
While geopolitical forces suggest de-globalization, private capital is expanding across borders and establishing new hubs of influence spanning Asia, the Middle East, Africa, and beyond. Staying competitive means navigating local rules, sourcing regional talent, and thinking beyond traditional hubs.
A Movement Still in Motion
Vision 2035 is a collective vision—still unfolding. The core priorities have been set, but through our ongoing Leadership Forums,
we’re listening closely gathering new insights, voice by voice to help sharpen and adapt what the profession needs next.
Recent and Upcoming Leadership Forums
Return often. The map updates as the conversation grows!
This Is Where We Lead, Together
We’re not reacting to change. We’re engaging with it deliberately alongside those who believe investing must serve more than short-term returns.
Whether you hold the CAIA Charter or are just discovering our community, we invite you to step in and help shape what’s next.