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.
Tag: CAIA
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 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.
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.
Newsmakers
CAIA, SBAI Form Global Alts Partnership
Collaboration between the U.S., U.K. groups will focus on improving standards and professionalism in the alts industry.
News
Private Credit: Too Risky? Not for Asset Allocators
Moody’s takes a dim view of direct lending, but the asset’s safety record is pretty good.
Asset Allocation
Quant Hedge Fund Icon AQR Cuts Back as Investors Exit
Amid a laggard spell for these sophisticated math-centric firms, Cliff Asness’ shop has had a particularly tough time.
Alternatives
Our Expert Panel Will Explore Investing in Alts on Tuesday
FedEx’s Jeff Lewis, Conning’s Richard Sega, and CAIA’s John Bowman will cover the popular asset class in next week’s CIO webinar.
Alternatives
CAIA Clears Path for Democratization of Alternative Assets
The Chartered Alternative Investment Analyst organization cites the key attributes the alternative asset industry must improve upon to become more accessible.