December 19, 2024

CAIA Association

Chartered Alternative Investment Analyst Association®

A Quick Pour from Capital Decanted: Will Artificial Intelligence Replace the Investment Professional?

By Claire Sawyer, Associate Director of Content Development, CAIA Association

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CAIA Association

Democratizing a Solution FOR 401(k) Investors

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC Continue reading

Aug 20, 2025

CAIA Association

From Passion to Portfolio: How SWFs are Turning Sports Clubs into a New Asset Class

By Winston Ma , GPIFF Executive Director and Adjunct Professor, NYU School of Law Continue reading

Aug 18, 2025

CAIA Association

The End of Easy

By Jacob Miller, Chief Solutions Officer, Opto Investments The Greatest Tailwind Ever Told U.S. equities haven’t just been good for the last 40 years—they’ve been gift-wrapped, thanks to three macro forces that lined up like a NASA launch window: ...

Aug 11, 2025

CAIA Association

In Defense of Boring: The Case for Camry-Grade Investing

By Claire Sawyer, Associate Director of Content Development, CAIA Association Continue reading

Aug 04, 2025

CAIA Association

Tech, Trust & Tangible Assets: A New Efficient Frontier for Pensions

By George Aliferis, CAIA, Founder of orama.tv and Host of the Investology podcast Continue reading

Jul 28, 2025

CAIA Association

A Blueprint for Total Portfolio Allocation with Private Assets

By Dhruv Sharma, PhD, Executive Director, Multi-Asset Research at MSCI Continue reading

Jul 21, 2025

CAIA Association

A Framework for Cryptocurrency Trading

By Fernando Walter Lolo, CAIA The objective of this analysis is to provide a summarized framework of key drivers to trade cryptocurrency, supporting Chief Investment Officers (CIO), portfolio managers, crypto hedge funds (HF) traders, wealth ...

Jul 14, 2025

CAIA Association

Venture Capital’s Dissonance Phase: An Opportunity to Rethink & Rewrite the Next Chapter

By Rohit Yadav, CAIA Continue reading

Jul 09, 2025

CAIA Association

Asset-Based Lending: Coming of Age in the 2020s?

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP Managing Director, Global Content Strategy, CAIA Association Continue reading

Jun 30, 2025

CAIA Association

Strategic Asset Allocation: Practical Considerations for Alternative Investments

By Andreas Rothacher, CFA, CAIA, Head of Investment Research, Complementa AG & Thomas Breitenmoser, CFA, CAIA, Head of Investment-Consulting, Complementa AG Allocations, backdrop and historical development Continue reading

Jun 23, 2025

CAIA Association

One Big Beautiful Bill (“BBB”)

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC While clever headlining (at least IMHO!) has been a hallmark of this newsletter, some matters are just too important to be subjected to whimsical double entendres. Continue ...

Jun 20, 2025

CAIA Association

Next is Here: What Has Investors Excited (And Quietly on Edge)

By John L. Bowman, CFA, Chief Executive Officer, CAIA Association Continue reading

Jun 17, 2025

CAIA Association

Vision 2035: New York City Edition

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director of Global Content Strategy & John Bowman, CFA, Chief Executive Officer Continue reading

Jun 16, 2025

CAIA Association

Alternative Medicine?

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC Continue reading

Jun 12, 2025

CAIA Association

The Evolution of Private Credit

By Tony Davidow, CIMA®, Senior Alternatives Investment Strategist, Franklin Templeton Institute & Priya Thakur, CFA, Analyst, Franklin Templeton Institute Continue reading

Jun 09, 2025

CAIA Association

Beyond the Divide: The Value Continuum

By Chase A. Kinnison Continue reading

Jun 03, 2025

CAIA Association

A Bit Perplexed by Perplexity

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC The article headline is so much more than a tongue-twister, although I do dare you to try and say it three times, and fast! Continue reading

May 27, 2025

CAIA Association

Time to Fire the Wizards

By Marko Papic, Chief Strategist, BCA Research & Author of Geopolitical Alpha Continue reading

May 22, 2025

CAIA Association

The Evolution of Impact Investing: Aligning Financial Returns with Positive Change

Brigette Lumpkins, CAIA, Client Portfolio Manager, Westfuller All investments have impact. They may impact society, the economy, infrastructure, or the shape of an industry. Investors are increasingly focused on putting their financial assets to work ...

May 19, 2025

CAIA Association

How Much Could the Trade War Affect American Corporate Profits?

By Yannick Laurent, Research Analyst, YLF Continue reading

May 15, 2025

CAIA Association

Top Trends in VC: How Talent, Capital & Caution are Redefining the Venture Ecosystem

By Rohit Yadav, CAIA Continue reading

May 12, 2025

CAIA Association

Alpha and Beta, Meet Zetta!

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC Continue reading

May 09, 2025

CAIA Association

Understanding Search Funds

By Carlin Calcaterra Continue reading

May 05, 2025

CAIA Association

Real Assets & Resilient Portfolios

By Stephen Blewitt and Nathaniel Margolis In case you missed it, we recently published an article discussing real assets and their potential as an inflation hedge. We recommend reading that article prior to this one, where we’ll provide a more in- ...

May 01, 2025

CAIA Association

Waiting For QuDough

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC Continue reading

Apr 28, 2025

Global Climate Investing Survey 2025

Sponsored by Robeco

Our fifth annual survey shows that enthusiasm for climate investment continues to vary by region. Europe has reclaimed its leadership from Asia-Pacific, which topped last year’s survey, while interest in the US has dropped to new lows.

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