BY RYAN MCGLOTHLIN, MANAGING DIRECTOR AT RIVER & MERCANTILE GROUP, PLC. Portable alpha overview Portable alpha is often used as a replacement for traditional long-only active equity using ...
https://caia.org/blog/2024/05/19/portable-alpha-increased-returns-reduced-risk
BY VINCENT WEBER, CEO AND CO-FOUNDER OF RESONANZ CAPITAL, A SPECIALIZED INVESTMENT ADVISORY FIRM MANAGING APPROXIMATELY $6 BILLION IN ASSETS UNDER ADVISORY (AUA) SPANNING HEDGE FUNDS. ...
https://caia.org/blog/2024/05/16/decoding-manager-success-analysis-equity-longshort-returns
BY BOB ELLIOTT, CO-FOUNDER, CEO, AND CIO OF UNLIMITED, WHICH USES MACHINE LEARNING TO CREATE INDEX REPLICATION ETFS OF 2&20 STYLE ALTERNATIVE INVESTMENTS LIKE HEDGE FUNDS, VENTURE CAPITAL, AND PR...
BY KATHRYN SAKLATVALA, SENIOR DIRECTOR AND HEAD OF INVESTMENT CONTENT, BFINANCE.
https://caia.org/blog/2024/05/12/how-ap1-driving-innovation-manager-selection
BY STEPHEN L. NESBITT – CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER OF CLIFFWATER.
BY STEVEN NOVAKOVIC IS THE MANAGING DIRECTOR, CAIA CURRICULUM FOR CAIA ASSOCIATION.
BY BRIAN A. SCHROEDER, THE FOUNDER OF OCIO MONITOR, A SPECIALTY CONSULTING FIRM THAT PROVIDES DUE DILIGENCE OF INVESTMENT CONSULTANTS AND OUTSOURCED CHIEF INVESTMENT OFFICERS. In a w...
https://caia.org/blog/2024/05/05/my-ocio-better-dressing-performance-generating-it
BY MICHAEL GREEN AND DAVID BERNS, PHD, CIO & COFOUNDER OF SIMPLIFY ETFS. INTRODUCTION
https://caia.org/blog/2024/05/02/efficient-credit-hedging-quality-junk-factor
BY VINCENT WEBER, CEO AND CO-FOUNDER OF RESONANZ CAPITAL, A SPECIALIZED INVESTMENT ADVISORY FIRM MANAGING APPROXIMATELY $6 BILLION IN ASSETS UNDER ADVISORY (AUA) SPANNING HEDGE FUNDS. ...
https://caia.org/blog/2024/04/30/secret-sauce-source-multi-manager-funds
BY STEVE RICHEY, CO-CIO, HEAD OF CONVEXITY ALPHA, AND SCOTT MAIDEL, CFA, HEAD OF BUSINESS DEVELOPMENT AT QVR ADVISORS.
https://caia.org/blog/2024/04/28/option-selling-has-become-consensus-its-impacts
BY YAO LI AND MICHAEL ROCKINGER: HEC LAUSANNE, FACULTY OF BUSINESS AND ECONOMICS, UNIVERSITY OF LAUSANNE.
https://caia.org/blog/2024/04/25/ai-method-classify-sentences-17-sdgs
BY STEPHEN L. NESBITT – CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER OF CLIFFWATER. PRIVATE EQUITY ALLOCATIONS BY STATE PENSIONS PRODUCED A 11.0% NET-OF-FEE ANNUALIZED RETURN ...
https://caia.org/blog/2024/04/23/long-term-private-equity-performance-2000-2023
BY SAM HOLT, CFA, AND ALEX BILLIAS, CFA, - PRINCIPAL AND CHIEF OPERATING OFFICER, RESPECTIVELY, - AT THE PRIVATE MARKETS CONSULTING AND ADVISORY FIRM BELLA PRIVATE MARKETS.
https://caia.org/blog/2024/04/21/understanding-performance-benchmarking
BY CHARLES SKORINA, MANAGING PARTNER AT CHARLES A. SKORINA & COMPANY. I worried about so many things during my life, but the really tough hits I never saw coming. — Anonymous...
https://caia.org/blog/2024/04/18/endowment-performance-2023-you-never-see-them-coming
BY WILLIAM (BILL) J. KELLY, CAIA, CEO OF THE CAIA ASSOCIATION.
https://caia.org/blog/2024/04/17/educational-alpha-marathon-professionalism
BY DONALD A. STEINBRUGGE, CFA – FOUNDER AND CEO, AGECROFT PARTNERS.
https://caia.org/blog/2024/04/16/investor-demand-trends-alternative-investment-strategies
BY JOACHIM KLEMENT, HEAD OF STRATEGY, ACCOUNTING, AND SUSTAINABILITY AT LIBERUM CAPITAL.
https://caia.org/blog/2024/04/14/now-rates-have-started-fall-again
BY DAVID STEVENSON , A LONDON-BASED FINANCIAL WRITER FOR PITCHBOOK NEWS, COVERING PRIVATE EQUITY. When KKR closed its sixth European buyout vehicle on $8 billion, it did so with aroun...
https://caia.org/blog/2024/04/11/lps-push-gps-tie-fund-fees-impact-goals
BY LINUS NILSSON, FOUNDER OF NILSSONHEDGE, A HEDGE FUND DATABASE. Short Term Trading is one of the elusive trading strategies within Managed Futures. Often managers have been able to del...
BY CHRISTIAN H. MUELLER-GLISSMANN, GLOBAL INVESTMENT RESEARCH, AT GOLDMAN SACHS. At a time when stocks are sliding, it can be hard (and painful) to remember that equities have the be...
https://caia.org/blog/2024/04/07/how-protect-stock-portfolio-during-bear-market
BY STEVEN NOVAKOVIC IS THE MANAGING DIRECTOR, CAIA CURRICULUM FOR CAIA ASSOCIATION.
https://caia.org/blog/2024/04/04/unintended-consequences-ai-and-automation
BY WILLIAM (BILL) J. KELLY, CAIA, CEO OF THE CAIA ASSOCIATION.
https://caia.org/blog/2024/04/02/educational-alpha-unqualified-investors-qualified-plans
BY SHAWN GIBSON CIO, PORTFOLIO MANAGER & CO-FOUNDER OF LIQUID STRATEGIES, LLC. EXECUTIVE SUMMARY • Behavioral finance has a significant impact on both the short-term and long-ter...
BY CHRISTOPH JUNGE, CAIA, HEAD OF ALTERNATIVE INVESTMENTS AT VELLIV PENSION & LIVSFORSIKRING A/S; DENMARK’S THIRD-LARGEST COMMERCIAL PENSION COMPANY.
https://caia.org/blog/2024/03/31/alternative-investments-during-2023-money-growing-trees
BY LARRY KIM, MANAGING DIRECTOR, PORTFOLIO CONSULTANT, SIMPLIFY ETFS. INTRODUCTION With decades of both passive and active fund performance now in the rearview mirror, the results are une...
https://caia.org/blog/2024/03/28/can-bond-investors-outperform-aggregate-bond-index