Browsing: beta

Posts Tagged ‘ beta ’

What About Beta? | Learn to Play the Orchestra

Jun 6th, 2021 | Filed under: Featured Post, Manager Selection, Newly Added, Asset Allocation, What About Beta?, Risk Management

By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development at CAIA Association Steve Wozniak: “You can’t write code… you’re not an engineer… you’re not a designer… you can’t put a hammer to a nail […] So how come ten times in a day, I read Steve Jobs isRead More


Peeling Back the Wrapper of Hedge Fund Strategies

Apr 13th, 2020 | Filed under: State of the Industry, Access to Alternatives, Newly Added, Asset Allocation, Risk Management, Hedge Funds

By Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development at CAIA Association During CAIA Association’s most recent Virtual Chapter event, Keith and I (virtually) sat down with Chris Tidmore, CFA, CPA at The Vanguard Group to discuss Vanguard’s recent whitepaper, “The Wrapper Matters: Comparing Liquid Alternatives to Hedge Funds”Read More


The Dog Days of… print(“Season is”,season)

Jan 6th, 2020 | Filed under: Data Science & AI, State of the Industry, Access to Alternatives, Manager Selection, Asset Allocation, What About Beta?

By Bill Kelly, CEO, CAIA Association As a global organization, it is pleasing to know there is always a CAIA Association Member, somewhere in the world, enjoying the dog days of summer. Although we can’t get Portfolio Management Research to recognize the Southern Hemisphere of seasons on the cover ofRead More


Was 2014 a Turning Point for ESG Investing?

Mar 7th, 2019 | Filed under: Emerging Asset Classes, State of the Industry, Featured Post, Newly Added, ESG

Amundi, the French asset management firm that, less than a year ago, launched the world’s largest green bond and emerging markets-focused investment, has just posted a scholarly discussion, “How ESG Investing Has Impacted the Asset Pricing in the Equity Market.”  The paper begins by saying that academic study of ESG firmsRead More


The Wright Stuff

Dec 17th, 2018 | Filed under: State of the Industry, Newly Added, Asset Allocation, What About Beta?

By Bill Kelly, CEO, CAIA Association One hundred and fifteen years ago today two Wrights tried to make it right when it came time to ponder the prospect of flying the friendly skies. On that day in an open field in a place called Kill Devil Hills, the first recorded airplane flight took off and safelyRead More


A Cautionary Tale

Feb 20th, 2018 | Filed under: State of the Industry, Newly Added, What About Beta?

By Bill Kelly, CAIA Association CEO Shadow or not, the groundhog brought volatility out of its burrow on February 2nd, and it is safe to say that it will persist for a lot longer than the six weeks of additional winter in the Northeast part of the USA.  Along withRead More