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The CAIA Charter equips you to interpret the structural rewiring our industry has undergone and make decisions when the old frameworks no longer apply. 

September 2026 registration is now open. Plus, there’s a US$400 early registration discount for those who act now!

CAIA Association today announced the launch of its newest CAIA.nxt™ microcredential, Total Portfolio Approach (TPA), developed with support from HarbourVest Partners and PICTON Investments. This five-hour, self-paced program equips participants with practical frameworks and real-world insights to evaluate risk and return across the entire portfolio—helping investors move beyond asset-class silos and align decisions with total fund objectives.

You may have seen the news about the Department of Labor's proposal that would establish a formal safe harbor for plan fiduciaries who choose to include alternatives in 401(k) and defined contribution plan menus. 

The CAIA Leadership Team shares their view and why CAIA's position includes three things: access + appropriateness + understanding.

The World Rewired challenges the idea that finance is simply evolving, revealing instead a system being fundamentally reshaped through geopolitical shifts, private market expansion, and institutional reinvention. Drawn from a year-long global listening tour and insights from 14,000 CAIA Members and senior leaders, this report offers a strategic lens on where capital is moving, who is driving decisions, and how to navigate the decade ahead.

A bold vision for the future of investing—translated into four clear priorities shaping how the profession connects, learns, and leads. Built from global insight and real-world signals, Vision 2035 is turning industry dialogue into coordinated action for what comes next.