Winning Investment Strategies
Mega Investors Consider Ditching Silo Investing for Total Portfolio Approach
CalPERS will vote next month on a proposal to adopt the trending investment strategy.
Tag: CAIA
Newsmakers
Former CAIA CEO William J. Kelly Joins Star Mountain Capital
Kelly served as the top official at the Chartered Alternative Investment Analyst Association for 10 years.
Market Moves
CAIA and the Toigo Foundation Partner to Accelerate Diversity in Alternative Investments
The partnership will cover education, networking and industry exposure.
Asset Allocation
What Asset Classes Will Allocators Choose as They Up Their Alts Ownership?
Private debt, private equity and infrastructure lead the list in Preqin survey.
Newsmakers
John L. Bowman to Succeed William J. Kelly as CEO of CAIA on December 31
Bowman was appointed president earlier this year.
Asset Allocation
Total Portfolio Approach: A New Way to Construct Asset Allocations
CAIA and several asset owners are adopting a new model for choosing and managing assets.
Manager Selection
CalPERS Interim CIO Dan Bienvenue Joins CAIA Board
Bienvenue’s 3-year term began January 1.
Manager Selection
Missouri LAGERS Begins Search for New CIO
CIO Brian Collet, who has led the system to 8.5% annualized returns over the last 15 years, will depart at the end of January.
Newsmakers
CAIA Association Appoints Current EVP John L. Bowman as President
The promotion is effective in early 2024, as current president William Kelly will step down but retain his status as CEO.
Asset Management Culture
Tech’s Toughest Cuts Could Draw New Talent to Asset Management
Asset managers are eyeing thousands of workers laid off by the tech industry as asset management firms build out their own capabilities.
Asset Allocation
Asset Managers See Further Potential in Private Credit Market
Amidst market uncertainty imposed by the pandemic and interest-rate hikes, portfolios have thrived in private credit; both CalSTRS and the CAIA Association hosted asset managers to discuss the asset class.
News
CAIA Announces Bundled Access to Its Curriculum for the Next Exam Cycle
The change from the Chartered Alternative Investment Analyst Association aims to make accreditation more accessible.
Artwork, Anybody? The Case for Investing in Offbeat Alts
Alternative alternatives, such as lawsuit funding and pro sports, redefine non-correlated assets.
Dauntless Allocators Stick With Calamitous Cryptocurrency
Institutions keep their toeholds in bitcoin and others amid epic market slide.
Risk
5 Ways to Supercharge a Portfolio Against a Blah Tomorrow, per CAIA
The group assembles an allocation strategy designed to overcome the meager results expected ahead.