Browsing: democratization of alternative investments

Posts Tagged ‘ democratization of alternative investments ’

A Letter to the SEC’s New Chairman

May 6th, 2021 | Filed under: Newly Added, Regulatory Environment, The Alts Industry

Below is an excerpt from CAIA Association’s open letter welcoming the Honorable Gary Gensler as New SEC Chairman. Dear Chairman Gensler, On behalf of the Chartered Alternative Investment Analyst Association (CAIA), we congratulate and welcome you as the newly confirmed Chairman of the SEC. CAIA Association is a global professionalRead More

What the OCC’s Letter Means for PASTOs

Apr 29th, 2021 | Filed under: Industry Size & Managers, Newly Added, The Alts Industry, Private Investments

By Lydia Ofori, CFA, CAIA, Founder and CEO, Hunter Labs Technologies In a recent paper, my colleagues and I discussed the creation of private asset security token offerings (PASTOs), which are essentially frictionless representations of investor interests in private asset portfolios in token form. Such a phenomenon is possible thanksRead More

Finally, Hindsight Is 2020

Jan 3rd, 2021 | Filed under: Private Equity, Newly Added, Asset allocation, What about beta?, Asset Allocation Models, Alternative Investments in Context, Institutional Asset Management, Hedge Funds, Private Investments, Other Topics in Alts

By Aaron Filbeck, CFA, CAIA, CIPM, FDP – Director, Global Content Development at CAIA Association Well…we made it. This has been the longest decade year of our lives. Whether it’s been personal or professional circumstances, or simply having been an investor in this market, none of us could escape theRead More

A Target Date for Target Dates

Jun 8th, 2020 | Filed under: Consultants, Retail Investing, Private Equity, Newly Added, Alternative Mutual Funds, Asset allocation, Equity Types of Private Equity, What about beta?, Asset Allocation Models, Other Issues in Private Investments, Institutional Asset Management, Private Investments, Allocating to Alts

By Aaron Filbeck, CAIA, CFA, CIPM | Associate Director, Content Development at CAIA Association While every retirement plan participant has unique life and planning circumstances, they generally (and almost evenly) split into two broad categories regarding investment philosophies: the do-it-yourself crowd and the do-it-for-me crowd. The do-it-yourself crowd typically followsRead More

Avoiding Silver Bullets

Feb 24th, 2020 | Filed under: Retail Investing, Newly Added, What about beta?, Liquid Alts, Smart Beta, Hedge Funds, Liquid Alternative Investiments, Allocating to Alts, Other Topics in Alts

By Aaron Filbeck, CFA, CAIA, CIPM – Associate Director, Content Development at CAIA Association Whether it’s that some retail versions of alternative investments have not lived up to their private counterparts, or that retail investors may be last in the buffet line for private placements, there are several arguments againstRead More