A New Professional Era for Alternatives: CAIA Introduces Vision 2035 and CAIA.nxt™
The global landscape of investment management is evolving faster than the talent pipelines, product development, and regulatory frameworks designed to support it. Today, the Chartered Alternative Investment Analyst (CAIA) Association is stepping onto the stage at ALTSUK in London, ready to meet the moment with a forward-looking agenda.
CAIA Association Announces Appointment of Alicia Gregory to its Board of Directors; Election of Jayne Bok as new Chair of CAIA Board
The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternatives investment industry is pleased to announce the appointment of Alicia Gregory to its Board of Directors, beginning a three-year term on January 1, 2025. Ms. Gregory, managing director at Blue Owl Capital, brings a wealth of expertise spanning over 25 years in investment management, including leadership roles that have shaped the evolution of the alternatives industry. Her expertise spans across asset classes, with a particular focus on establishing private capital programs and innovative capital allocation strategies.
Private Equity is Now Largest Segment of the Alternative Investments Industry — As Advisors Manage Growing Range of Access Points, UniFi by CAIA™ Launches PE Microcredential to Help Wealth Pros “Ask the Right Questions”
Today, CAIA Association is excited to announce the launch of the Private Equity Microcredential available on the UniFi by CAIA™ platform. The program is designed to equip the private wealth management industry with the core knowledge needed to understand the complexities of private equity.
John L. Bowman to Succeed William J. Kelly as CAIA Association CEO on December 31, 2024.
The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, today shared final steps in its leadership succession plan.
“Innovation Unleashed”: CAIA Association, in Conjunction with Some of the World’s Leading Asset Owners, Unveils The Rise of Total Portfolio Approach
The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, is this morning unveiling at the ALTSLA Conference a new report that serves as a fervent appeal to both managers and allocators to rethink and recalibrate nearly all aspects of the traditional portfolio construction process: Innovation Unleashed – The Rise of Total Portfolio Approach.
CAIA Association Announces Plans to Develop Modernized Core Ethics Principles For Both Its Members and Its Curriculum
The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, is today opening a comment period for a new set of ethical principles which marks a milestone for the Association. Recognizing the ongoing transformation within the investment industry, the CAIA Association identified the necessity for a set of ethics principles specifically crafted to address the growth and evolution of alternative investments. These principles aim to reaffirm the CAIA Association's distinct position as a leader in the industry.
“For the Industry, By the Industry”: CAIA Association Unveils Completely Redesigned Fundamentals of Alternative Investments Program
The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, is today unveiling a completely redesigned and refreshed Fundamentals of Alternative Investments (FAI) program.
The CAIA Association announces that John L. Bowman has been appointed President in 2024
The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, is today announcing that its Board of Directors has endorsed the beginning of a succession plan and unanimously elected John L. Bowman as the President at the start of 2024.
The Chartered Alternative Investment Analyst Association Unveils 2023 Roadmap for its UniFi by CAIA™ Platform
The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, is today sharing a 2023 “roadmap” for the numerous microcredentials and certificate programs that make up its UniFi by CAIA™ platform, a digital-first series of educational offerings geared towards the needs of client- and advisor-facing professionals in the asset and wealth management industries.
CAIA Association Unveils the Guiding Principles for Investment Professionals That Will Drive Implementation of The Portfolio for the Future™
The Chartered Alternative Investment Analyst (CAIA) Association today unveiled a new report, titled “A Renewed Professionalism,” that provides specific, actionable guiding principles for investment professionals as they work to implement the Portfolio for the Future™.
CAIA Association Announces “Bundled Access” to its Curriculum with Exam Registration as Part of Ongoing Push to Further Professionalize the Alternative Investment Industry
As part of its ongoing effort to professionalize the global alternative investment space, the Chartered Alternative Investment Analyst (CAIA) Association is today unveiling an innovative new approach that provides bundled access to its industry-leading curriculum beginning with candidates planning to sit for the March 2023 CAIA exam.
Introducing UniFi by CAIATM, Filling a Key Educational Gap For Professionals Across the Private Wealth Management Industry
The Chartered Alternative Investment Analyst (CAIA) Association, the professional body for the global alternative investment industry, is announcing the launch of UniFi by CAIA™, a new platform designed specifically for the needs of professionals serving the private wealth management industry whose investment toolkit is increasingly being augmented by the ongoing democratization of alternative investment strategies.
CAIA Association Enlists Investment Industry Luminaries to Define and Explore “The Portfolio for the Future™”
The Chartered Alternative Investment Analyst (CAIA) Association, the professional body for the global alternative investment industry, today unveiled its latest research and thought leadership initiative: Portfolio for the Future™.
CAIA Association Unveils Shift in Curriculum Content, New Delivery System to Align With Historic Growth in Private Market Investing
The Chartered Alternative Investment Analyst (CAIA) Association, the professional body for the global alternative investment industry, today unveiled some significant updates and a new format for its 2022 exam curriculum.
CAIA Association Announces Creation of Independent Diversity, Equity & Inclusion Council, Appointment of New Head of DEI, Scholarship Program to Reach Students From Underserved Communities
Despite more attention being given to the need for greater diversity, equity, and inclusion in the financial services sector, and especially in the private markets, progress continues to be slow. With this in mind, the Chartered Alternative Investment Analyst (CAIA) Association, the professional body for the global alternative investment industry, today made a number of announcements that highlight the organization’s firm commitment to greater progress in these areas throughout the international community of investors, allocators, and service providers.
