Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

CAIA Blog
Browse by
Displaying 1 - 15 of 2097
By John L. Bowman, CFA, President of the CAIA Association.    Since the arrival of Modern…
State of the Industry
By Marc Dummer, CAIA, CIMA® - Managing Director & Client Portfolio Manager; May Tong, CFA,…
Asset Allocation, Commodities & Natural Resources, Real Estate, State of the Industry
By Masao Matsuda, PhD, CAIA, FRM, President and CEO of Crossgates Investment and Risk Management.…
Risk Management, State of the Industry
By John L. Bowman, CFA, President of the CAIA Association.    In 1806, American Frederic…
Access to Alternatives, State of the Industry
By Rush Harvey, CMT, CAIA, Director of Private Capital Advisory at Raymond James.   I left the limited…
Private Equity
By David Berns, PhD, CIO & Cofounder of Simplify.   Introduction The 60/40 portfolio, the…
Hedge Funds, Risk Management, State of the Industry
By Artem Milinchuk, Founder & Head of Strategy of FarmTogether.     Throughout the…
Commodities & Natural Resources, Real Estate
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.   Long before cinnamon became…
Educational Alpha
By Christopher Kantos, Managing Director and Head of Quantitative Research at Alexandria Technology…
Emerging Asset Classes, Manager Selection, Risk Management, State of the Industry
By Isaac Bock, Managing Director and Head of Strategy for AlphaRoot, a cannabis-based insurance…
Emerging Asset Classes
By Christopher Carrano, Vice President at Venn by Two Sigma.   Key Takeaways Many…
Asset Allocation, Risk Management
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.   A significant milestone for the…
Educational Alpha
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication.     There’s…
Hedge Funds
By Peter Gaffney - Head of Research at Security Token Advisors.   Tokenized Product Distribution…
Access to Alternatives, Emerging Asset Classes
By Allen Sukholitsky, CFA, Chief Investment Officer at Masterworks.   Allocating to art has…
Access to Alternatives, Emerging Asset Classes