Total Portfolio Approach (TPA) allows for opportunism – investing with a mindset of what is the best investment right now for the overall portfolio, while maintaining allegiance to the portfolio risk budget.
For over two decades, CAIA Association’s ethos has been to press the industry forward. We are proud to present this seminal report and are confident it will serve as an accelerant to the larger profession.
Published March 2024
The six guiding principles for investment professionals to implement the Portfolio for the Future™
Published October 2022
In a rapidly shifting economic and investment landscape, this much is certain: The traditional 60/40 portfolio allocation is no longer enough.
CAIA Association presents its vision of the way forward with Portfolio for the Future™, a landmark report which lays out a practitioner’s guide to the five essential marks of effective capital allocation.
Published March 2022
In “CAIA Insights: The Rise of India’s Private Equity Market,” we showcase insights, spotlight opportunities, and summarize our call to action for this fast- evolving sector.
Read our new report, which includes commentary penned by leading PEVC industry specialists, to gain actionable intelligence and be informed.
Published March 2022
Resources to better understand the ESG risks and opportunities and how to navigate the evolving ESG landscape.
Curated October 2021
Tokenisation is the process of creating a digital representation of a non-digital asset. Recently published research with BNP Paribas and Liquefy provides a deeper understanding of the broad spectrum of tokenisation, and potential for democratization, across all ‘alternatives’ categories.
Published February 2021
As the growth of alternatives experiences a meteoric rise, we offer a four-point call to action: Commit to education; Embrace transparency; Advocate for diversification; Democratize but protect.
Published April 2020
Based on the results of a survey of CAIA Members, our team takes a deep dive into the qualitative aspects of manager research and their importance to LPs and GPs.