CAIA Association

As interest in the Total Portfolio Approach grows, Chronicles of an Allocator gives a sneak peek into our new report including interviews with asset owners who made the leap! Claire Sawyer shares her key takeaways: https://bit.ly/4naK2k6 #CAIA #TPA #TotalPortfolioApproach #Investing

We are so proud to announce an Academic Partnership with Escuela de Posgrado de la Universidad San Ignacio de Loyola! USIL is the first university in Peru recognized as a CAIA Academic Partner in graduate programs, setting a precedent in financial education in the country: http://bit.ly/48xpIpC Students will be able to access a wealth of CAIA resources including international certifications, specialized programs, and tools designed to meet the challenges of a constantly evolving global financial market. More about our Academic Partners: http://bit.ly/4959yE0

We’re back with a new #EducationalAlpha episode! Host William J. Kelly, CAIA and expert Matt Curtolo, CAIA unpack the evolving dynamics between LPs and GPs + what changing investor profiles mean for private markets: http://bit.ly/4nRZcMr Join them as they explore the challenges and opportunities in democratizing access to private markets and how to equip investors with the right tools and education for long-term success! Thanks to iCapital for their support and sponsorship! #Podcast #Investing #PrivateMarkets

Are you more Chess or Monopoly? Both require strategic thinking, yet the rules and boundaries are fundamentally different. That leads us back to the Total Portfolio Approach. Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP is often asked about how "competition for capital" differs from traditional tactical asset allocation – see how he highlights these key differences: http://bit.ly/4qd0ovc Hint: “These are different games, and people can excel at either one of them. But isn't Monopoly a lot more fun?" #TotalPortfolioApproach #CAIA #TPA #Investing

Excited to announce a new agreement with the Securities Analysts Association of Japan (SAAJ) that will make the CAIA.nxt™ educational programs available at a discount! With the signing of a Memorandum of Understanding, holders of SAAJ’s Certified Member Analyst (CMA) designation will receive 20% off registration fees for all CAIA.nxt offerings. We are proud to support the ongoing professional development of CMA holders by offering access to specialized knowledge in the field of #alternativeinvestments! http://bit.ly/4onkf9r

Sky’s the limit when innovation and competition heat up. Welcome to the brand new season of Capital Decanted where we explore what the future of the space economy might entail! John L Bowman, CFA and Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP are joined by guests Luke Ward of Baillie Gifford and Emma Norchet of T. Rowe Price Spotify: http://bit.ly/3IIsv4U Apple Podcasts: http://bit.ly/47l6PoJ Do you think we’re entering a new space race? And how will it all play out? Big thanks to Franklin Templeton for sponsoring #CapitalDecanted and all the support! #SpaceEconomy #Podcast 

Last year we introduced the rise of the #TotalPortfolioApproach. This year, the focus is on action. Our second report with Thinking Ahead Institute dives into how investors are adopting TPA today and what you can take away from their experiences - download it now: http://bit.ly/4n4tsSW #CAIA #AlternativeInvestments #PortfolioConstruction

Big day: March 2026 CAIA exam registration is open! If you've been following us, you know that by 2035 everything about how capital is raised, managed, and measured will look different. Give yourself an edge – save with early registration: http://bit.ly/4nL5bSZ #NextIsHere #Vision2035 #CAIAExam

Alternatives have evolved and so has how you learn about alts. Our updated learning platform CAIA.nxt™ delivers structured, strategic learning with flexible modules on Private Equity, Fundamentals, and more. Ready to deepen your edge? http://bit.ly/4nKFGRZ #CAIA #NextIsHere #AlternativeInvestments