CAIA Association launches Vision 2035 and CAIA.nxt™ platform

“Indexing is static.” “Passive funds distort the market.” “Global indexes are too concentrated.” Heard these before? In last week’s webinar, Alex Crowther, Senior Investment Analyst at Timeline, tackled these common misconceptions — explaining why index investing isn’t about sitting still, but about smart, evidence-based exposure to global markets. If you missed it, don’t worry — the full replay is now available in the Plannex community link in comments.

The panel on 𝗗𝗲𝗺𝗼𝗰𝗿𝗮𝘁𝗶𝘀𝗶𝗻𝗴 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀, 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗡𝗲𝘄 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗲𝗱 𝗣𝗮𝘁𝗵𝘄𝗮𝘆𝘀 is in full swing! Moderator Leila Sadiq of Bloomberg is joined by Domenico Lia of King Street Capital Management, Luke Mason of Neuberger Berman, and Kerill O'Shaughnessy of A&L Goodbody LLP to explore a structural shift in the industry. The panel is discussing how private markets, once exclusive to institutional investors, are now becoming more accessible to a wider audience through new regulated pathways. The conversation is diving deep into the practicalities and trade-offs of this evolution. Panellists are exploring how new fund vehicles like ELTIFs and LTAFs are addressing the challenge of illiquidity by providing periodic liquidity windows, and the importance of investor education in these semi-liquid structures. They are also examining how private assets are moving from a niche allocation to an important part of portfolios, as well as the need for transparent valuation methods and robust investor protection. The discussion is highlighting how the industry is balancing innovation with integrity to bring these opportunities to a broader audience in a responsible, sustainable way. #KeplerAlternativesSummit2025 This post is for professional and institutional investors only. It is not an invitation or inducement to engage in any investment activity. The content does not constitute investment advice. The views expressed by speakers are their own and do not necessarily reflect the views of Kepler Partners.

🔄 Public and Private Market Convergence: Democratising Access or Overhyped? 🔄 As the lines blur between public and private markets, the industry moves closer to a common language of investing—one that connects valuation, transparency, and access across both worlds. 📅 Explore this and other forward-looking themes at the Morningstar Investment Conference India on November 4. #Morningstar #InvestmentConference #Investing #MarketInsights #PublicMarkets #PrivateMarkets

At Ninety One, we are focused on being the active investment manager of the future - and we look ahead with great optimism. Our CEO, Hendrik du Toit, joined a lively panel of industry leaders at the Financial Times Future of Asset Management North America Conference to share perspectives on how traditional asset managers can evolve and thrive in a rapidly changing world.   Just as global themes shape investment opportunities, they are also transforming the asset management industry itself. From the rise of decentralized finance and hyper-personalized investing to the growing influence of AI-augmented decision-making, the discussion explored how innovation is redefining the future of investing.   Hendrik shared three key messages that resonated with the audience: 1. AI presents an exciting opportunity for asset managers to create an edge — to do more, better, and faster. 2. Private and public markets are necessary parts of the investment ecosystem. Both can contribute meaningfully to society and end investors. At this stage the market is underappreciating the importance of liquidity. 3. ETFs are growing in popularity, but outside the US where there is no tax advantage, it is simply a convenient wrapper and not an investment. What matters is the investment inside and that is the focus of Ninety One.    #FTFOAM #AssetManagement #ActiveInvesting

We're very pleased to have contributed to the Q3 2025 edition of the AIMA Journal, published by AIMA - The Alternative Investment Management Association. With the benefit of his experience in both public and private credit, our CIO, Kunal Shah, argues that the lines between these markets are blurring, with syndicated and non-syndicated markets behaving similarly in a structurally higher cost of funding environment. To download your copy of the AIMA Journal, click here: https://lnkd.in/e7zufpGs

We’re delighted to launch our Proxy Advisor Showcase Series, building on the success of the Investor Showcase programme. These online sessions shine a light on one of the most opaque areas of the investment chain - the proxy process - helping companies gain practical insight and engage more effectively with key stakeholders. Proxy advisors are often misunderstood. Their research and analysis help investors prioritise which votes require closer scrutiny and offer platforms to administer and record votes - but final voting decisions remain with the investors. Join us to hear directly from the leading proxy advisors and oversight bodies on how their approaches and recommendations work in practice.   Event 1 – Wednesday 8 October, 12:30–2:30 pm - How Investors Use Proxies (The Investor Forum CIC ) - BPP Principles & Oversight Committee - ISS | Institutional Shareholder Services - Glass, Lewis & Co. Event 2 – Thursday 16 October, 12:30–2:30 pm - PIRC Limited - Minerva Analytics Ltd - Federated Hermes Limited EOS - IVIS Sign up today. https://lnkd.in/ep3F7tw3 These sessions are part of the I&IF 2025 work agenda to strengthen alignment across the investment chain by improving transparency and understanding where engagement can be most challenging. And please share with your networks. And follow us on LinkedIn for more updates and events. #IIFShowcase #ProxyAdvisors #Stewardship #CorporateGovernance #InvestorIssuerDialogue

Despite growing awareness, nature remains a hard sell for investors. As political rhetoric around ESG cools, some investment firms are trying to position natural assets, from forests to oceans, as a credible investment theme, Lydia Linna heard as she attended the #ALFIPAC25 conference in Luxembourg for #InvestmentOfficer. But convincing investors that nature is not just good for the planet, but also for returns, still takes work. She spoke to Martin Berg, CEO of Climate Asset Management, a joint venture between HSBC Global Asset Management and advisory firm Pollination, and heard from Niki Natarajan, head of research at Phenix Capital Group, Chris Gorell Barnes, founding partner at Ocean 14 Capital , and Kris Atkinson, portfolio manager at Fidelity International. Full report at https://lnkd.in/e4rMCZ87 on Investment Officer Luxembourg. ALFI - Association of the Luxembourg Fund Industry

What Patient Flexible Capital Really Means What does patient capital really look like in practice – and why does it matter for impact investing? 🎧 Find out in this week’s episode where Nick O’Donohoe CMG, former CEO of British International Investment, explains why long-term, flexible capital is critical in emerging markets and how DFIs step in where private equity can’t: 👉https://lnkd.in/gMuynNVX #SRI360 #ImpactInvesting #SustainableInvesting #Sustainability #SocialImpact #PatientCapital #DevelopmentFinance #BlendedFinance #FinancialInclusion #BetterSocietyCapital #British InternationalInvestment #NickODonohoe

Following social media buzz is just a Blind Bet and that's expensive. Smart investing isn't luck; it's due diligence. Before you hit 'Buy,' hit the research button! Always Check Company Financials yourself. Mantra to live by: Research Pehle, Invest Baad. As a part of our series “Jaano Investment Ki ABC,” let’s keep learning the right way to invest smartly. Watch the previous video from the series covering Panic Selling When the Market is Down. https://lnkd.in/gxBY7JTz #SebiVsScams #SafetyFirst #IOSCOWIW2025 #ASmartInvestor #SEBIvsSCAM #WorldInvestorWeekIndia

At Institutional Connect's recent Innovation and Resilience Forum 2025 in Halifax, Shafiq Ebrahim, Managing Director, Systematic Strategies Group, took part in a panel exploring the role of systematic strategies in today’s investment toolkit. In the session — Understanding Quant Funds: Systematic Strategies in the Modern Investor's Toolkit — Shafiq outlined how our quantitative equity strategies are built on sound economic intuition, tested through rigorous evidence, and managed with a sharp focus on risk and cost discipline. He also shared perspectives on where AI is meaningfully enhancing quant investing and how one might attempt to model emerging risks.   Joined by Jim Hwang of Firinne Capital, David Piazza, of BlackRock, and Nikolay Ryabkov of Vestcor Inc., the panel provided a range of insights on how systematic approaches are being used alongside traditional strategies. adapting to a more complex, data-driven world. The discussion underscored why many institutions pair quant sleeves with discretionary mandates to enhance diversification and consistency.