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ARTICLE
Retail Advisers Ditching Private Assets as Workload Outstrips Fees
Bloomberg’s Sinead Cruise speaks with CAIA’s Steven Novakovic about why some RIAs are stepping back from private assets, citing the additional time commitment and manager selection involved in alternatives. (subscription required):
NEWSLETTER
Secondary Pricing as a Valuation Check: Who Sets the Marginal Bid?
Secondary markets have become an increasingly important reference point for private market valuations. In this issue, CAIA’s Georgina Tzanetos looks at the evolving secondary market and what allocators should understand about the price signals they increasingly rely on.
BLOG
The End of the Family Office as We Know It
The discussion of artificial intelligence in family offices has concentrated predominantly on operational efficiency. This latest blog argues that this perspective may underestimate AI’s ultimate impact.
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