ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND ANALYSIS A Hot Commodity: Systematic Investing in China. By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool

from

ALTERNATIVE DATA

By Bill Kelly, CEO, CAIA Association Maybe Howard Marks was right when he wrote about Investing Without People. In that memo he talks about the machine which can largely excel at anything that is quantitative and can be counted: in games like chess and Go, the machine can study

and Read More

ALPHA-CENTRIC COMPANIES The list of companies now providing the infrastructure for the alpha-centric revolution is too vast for us to cover. However, when we looked closely at our knowledge base, it’s clear that a few companies in particular make repeat appearances.

ANGEL INVESTING

By Victoria Dobrynskaya, PhD, associate professor of Finance at National Research University Higher School of Economics Investments in reward-based crowdfunding campaigns give backers a variety of benefits, such as enjoyment in participating in a creation of a new product, being a part of a similar-minded community, altruistic pleasure of helping Read More FARMLAND | ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND By Joelle Faulkner, Founder and CEO & Max Pentland, Analyst, Area One Farms As our climate and population are rapidly changing on a global scale, Canadian farmland appears to be an increasingly attractive

investment.

SEEDING/EARLY-STAGE

A joint survey by the Alternative Investment Management Association and GPP, the financial services firm formerly known as Global Prime Partners, disaggregates the hedge fund industry by size. WHAT HEDGE FUND RISK SYSTEMS DON’T SEE By Linus Nilsson and Rikard Lundgren. Many investors, trading floor managers, fund of fund allocators, and risk managers have experienced unexpectedly large losses that were not predicted by their risk

management systems.

UCITS | ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND The member states of the EU are expected to enact the pertinent legislation in July 2013. Then a London-based fund will be able to market in Italy by virtue of an intra-EU “passport,” although a hedge fund firm in New York or Hong Kong won’t be able to get such a passport for some time to come. WHY LAGGING PENSIONS SHOULD CONSIDER PRIVATE DEBT By Zack Ellison, CFA, CAIA and Guy Pinkman, CPPT. Watch our recent webcast series co-hosted with the CAIA SoCAL Chapter to hear more from

these authors.

TAIL RISK HEDGING: A ROADMAP FOR ASSET OWNERS Tail Risk Hedging: A Roadmap for Asset Owners 5 Although diversification is a valuable portfolio management tool, hedges may

not hold their

ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND ANALYSIS A Hot Commodity: Systematic Investing in China. By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool

from

ALTERNATIVE DATA

By Bill Kelly, CEO, CAIA Association Maybe Howard Marks was right when he wrote about Investing Without People. In that memo he talks about the machine which can largely excel at anything that is quantitative and can be counted: in games like chess and Go, the machine can study

and Read More

ALPHA-CENTRIC COMPANIES The list of companies now providing the infrastructure for the alpha-centric revolution is too vast for us to cover. However, when we looked closely at our knowledge base, it’s clear that a few companies in particular make repeat appearances.

ANGEL INVESTING

By Victoria Dobrynskaya, PhD, associate professor of Finance at National Research University Higher School of Economics Investments in reward-based crowdfunding campaigns give backers a variety of benefits, such as enjoyment in participating in a creation of a new product, being a part of a similar-minded community, altruistic pleasure of helping Read More FARMLAND | ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND By Joelle Faulkner, Founder and CEO & Max Pentland, Analyst, Area One Farms As our climate and population are rapidly changing on a global scale, Canadian farmland appears to be an increasingly attractive

investment.

SEEDING/EARLY-STAGE

A joint survey by the Alternative Investment Management Association and GPP, the financial services firm formerly known as Global Prime Partners, disaggregates the hedge fund industry by size. WHAT HEDGE FUND RISK SYSTEMS DON’T SEE By Linus Nilsson and Rikard Lundgren. Many investors, trading floor managers, fund of fund allocators, and risk managers have experienced unexpectedly large losses that were not predicted by their risk

management systems.

UCITS | ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND The member states of the EU are expected to enact the pertinent legislation in July 2013. Then a London-based fund will be able to market in Italy by virtue of an intra-EU “passport,” although a hedge fund firm in New York or Hong Kong won’t be able to get such a passport for some time to come. WHY LAGGING PENSIONS SHOULD CONSIDER PRIVATE DEBT By Zack Ellison, CFA, CAIA and Guy Pinkman, CPPT. Watch our recent webcast series co-hosted with the CAIA SoCAL Chapter to hear more from

these authors.

TAIL RISK HEDGING: A ROADMAP FOR ASSET OWNERS Tail Risk Hedging: A Roadmap for Asset Owners 5 Although diversification is a valuable portfolio management tool, hedges may

not hold their

ALPHA-CENTRIC COMPANIES The list of companies now providing the infrastructure for the alpha-centric revolution is too vast for us to cover. However, when we looked closely at our knowledge base, it’s clear that a few companies in particular make repeat appearances.

ALTERNATIVE DATA

By Bill Kelly, CEO, CAIA Association Maybe Howard Marks was right when he wrote about Investing Without People. In that memo he talks about the machine which can largely excel at anything that is quantitative and can be counted: in games like chess and Go, the machine can study

and Read More

FARMLAND | ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND By Joelle Faulkner, Founder and CEO & Max Pentland, Analyst, Area One Farms As our climate and population are rapidly changing on a global scale, Canadian farmland appears to be an increasingly attractive

investment.

VIDEO | ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND Endowments and foundations typically are considered the early adopters in alternative investments. Watch this video with CAIA Association's Director of Curriculum Keith Black, PhD, CFA, CAIA, as he explains the different structures of endowments and foundations and why they are uniquely geared for successful alternative investing.

ANGEL INVESTING

By Victoria Dobrynskaya, PhD, associate professor of Finance at National Research University Higher School of Economics Investments in reward-based crowdfunding campaigns give backers a variety of benefits, such as enjoyment in participating in a creation of a new product, being a part of a similar-minded community, altruistic pleasure of helping Read More LIQUID ALT JUGGERNAUTS: WORTH THEIR SALT? By Nicolas Rabener of FactorResearch (@FactorResearch)INTRODUCTION. One of the most perplexing questions in the investment industry is why liquid alternatives have not been able to disrupt the hedge fund industry in the same way that ETFs have captured

SEEDING/EARLY-STAGE

A joint survey by the Alternative Investment Management Association and GPP, the financial services firm formerly known as Global Prime Partners, disaggregates the hedge fund industry by size. MEDIA COVERAGE OF HEDGE FUNDS By Bill Kelly, CEO, CAIA Association While this week’s post may harken to a certain book written by John Coates, there is a different play on the metaphor at work here, with our EMERGING ASSET CLASSES The Solicitor General, speaking for the United States, has filed the expected amicus brief in the Google/Oracle showdown. The SG's position is that the Supreme Court should refuse to hear the case so that the lower courts can get back to using what the brief calls the "flexible fair use doctrine" to do justice.

ASSET ALLOCATION

By Mark Shore As the discussions of trade wars and tariffs persisted throughout 2018 and into 2019, it may have influenced a sense of uncertainty in the global financial and commodity markets as companies might have to rethink their supply chains and manage potential disruptions and at least in the Read More ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND ANALYSIS A Hot Commodity: Systematic Investing in China. By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool

from

WHAT ABOUT BETA?

By John Bowman, CFA, Senior Managing Director, CAIA Association This article was originally posted on FundFire on March 24, 2021. Alternative fund manager due diligence has an execution problem. WHAT HEDGE FUND RISK SYSTEMS DON’T SEE By Linus Nilsson and Rikard Lundgren. Many investors, trading floor managers, fund of fund allocators, and risk managers have experienced unexpectedly large losses that were not predicted by their risk

management systems.

RESEARCH ARCHIVES

AllAboutAlpha's Research Archives provide access to hundreds of the most important research studies and white papers available on the web. Think of it as your private research library - selected by our researchers and editors to save you time.

ALPHA DIGEST (FREE)

"Alpha Digest" is our free weekly email update containing links to the most popular articles on AllAboutAlpha.com. A subscription to Alpha Digest also enables you to view all past commentaries in their full

text form!

PURSUING DIVERSIFICATION WITH CRYPTOCURRENCIES By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President – Valuation Risk and Control at Credit Suisse. Overview. The recent release of CAIA Association’s seminal report “The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship” underscored four key tenets for the investment industry to adhere to and emphasize in the years to come: (1) Commit to WHY LAGGING PENSIONS SHOULD CONSIDER PRIVATE DEBT By Zack Ellison, CFA, CAIA and Guy Pinkman, CPPT. Watch our recent webcast series co-hosted with the CAIA SoCAL Chapter to hear more from

these authors.

ESG ISSUES: THE MATERIAL AND THE IMMATERIALMATERIAL VS IMMATERIAL ACCOUNTINGNON MATERIAL VS IMMATERIALEXAMPLES OF IMMATERIAL THINGSIMMATERIAL ACCOUNTING DEFINITIONIMMATERIAL BREACHIMMATERIAL VS

IRRELEVANT

Activists pressing for corporate change on environmental, social, and governance issues often focus on issues that are, from the point of view of firm valuation, immaterial. DOES PRIVATE REAL ESTATE ACTUALLY HAVE A LOW CORRELATION The actual return correlation between two assets has nothing to do with whether they’re listed (public) or unlisted (private). The reason that people have made the mistake of thinking that private real estate has a low correlation with listed real estate is that the measurement of private real estate returns lags behind actual returns. TAIL RISK HEDGING: A ROADMAP FOR ASSET OWNERSTAIL RISK HEDGING PDFTAIL RISK MANAGEMENTTAIL RISK STRATEGYTAIL RISK OPTIONSTAIL RISK HEDGING STRATEGIESTAIL RISK HEDGE FUND Tail Risk Hedging: A Roadmap for Asset Owners 5 Although diversification is a valuable portfolio management tool, hedges may

not hold their

ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND ANALYSIS A Hot Commodity: Systematic Investing in China. By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool

from

WHAT ABOUT BETA?

By John Bowman, CFA, Senior Managing Director, CAIA Association This article was originally posted on FundFire on March 24, 2021. Alternative fund manager due diligence has an execution problem. WHAT HEDGE FUND RISK SYSTEMS DON’T SEE By Linus Nilsson and Rikard Lundgren. Many investors, trading floor managers, fund of fund allocators, and risk managers have experienced unexpectedly large losses that were not predicted by their risk

management systems.

RESEARCH ARCHIVES

AllAboutAlpha's Research Archives provide access to hundreds of the most important research studies and white papers available on the web. Think of it as your private research library - selected by our researchers and editors to save you time.

ALPHA DIGEST (FREE)

"Alpha Digest" is our free weekly email update containing links to the most popular articles on AllAboutAlpha.com. A subscription to Alpha Digest also enables you to view all past commentaries in their full

text form!

PURSUING DIVERSIFICATION WITH CRYPTOCURRENCIES By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President – Valuation Risk and Control at Credit Suisse. Overview. The recent release of CAIA Association’s seminal report “The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship” underscored four key tenets for the investment industry to adhere to and emphasize in the years to come: (1) Commit to WHY LAGGING PENSIONS SHOULD CONSIDER PRIVATE DEBT By Zack Ellison, CFA, CAIA and Guy Pinkman, CPPT. Watch our recent webcast series co-hosted with the CAIA SoCAL Chapter to hear more from

these authors.

ESG ISSUES: THE MATERIAL AND THE IMMATERIALMATERIAL VS IMMATERIAL ACCOUNTINGNON MATERIAL VS IMMATERIALEXAMPLES OF IMMATERIAL THINGSIMMATERIAL ACCOUNTING DEFINITIONIMMATERIAL BREACHIMMATERIAL VS

IRRELEVANT

Activists pressing for corporate change on environmental, social, and governance issues often focus on issues that are, from the point of view of firm valuation, immaterial. DOES PRIVATE REAL ESTATE ACTUALLY HAVE A LOW CORRELATION The actual return correlation between two assets has nothing to do with whether they’re listed (public) or unlisted (private). The reason that people have made the mistake of thinking that private real estate has a low correlation with listed real estate is that the measurement of private real estate returns lags behind actual returns. TAIL RISK HEDGING: A ROADMAP FOR ASSET OWNERSTAIL RISK HEDGING PDFTAIL RISK MANAGEMENTTAIL RISK STRATEGYTAIL RISK OPTIONSTAIL RISK HEDGING STRATEGIESTAIL RISK HEDGE FUND Tail Risk Hedging: A Roadmap for Asset Owners 5 Although diversification is a valuable portfolio management tool, hedges may

not hold their

NEWLY ADDED

By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool from which to capture different return streams. LIQUID ALT JUGGERNAUTS: WORTH THEIR SALT? 1 day ago · By Nicolas Rabener of FactorResearch (@FactorResearch)INTRODUCTION. One of the most perplexing questions in the investment industry is why liquid alternatives have not been able to disrupt the hedge fund industry in the same way that ETFs have

captured

WHAT ABOUT BETA?

1 day ago · By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development at CAIA Association. Steve Wozniak: “You can’t write code you’re not an engineer you’re not a designer you can’t put a hammer to a nail

ALPHA DIGEST (FREE)

"Alpha Digest" is our free weekly email update containing links to the most popular articles on AllAboutAlpha.com. A subscription to Alpha Digest also enables you to view all past commentaries in their full

text form!

WHAT ABOUT BETA?

By Bill Kelly, CEO, CAIA Association Pity the poor misunderstood canary. It was in the early 1900s in Yorkshire when they were first chosen to die on a hill that they would likely have volunteered to EVENTS | ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND The CAIA Association participates in hundreds of events across the globe annually. Whether the topic focuses on commodities, institutional investing, the changing global finance climate, and many others, CAIA is often represented. SEARCH LIKE AN ALPHA Our new Alpha Search portal searches an array of journals, blogs, periodicals, and websites all focused on topics relating to alternative investments. DID CORRELATIONS AMONG ASSET CLASSES APPROACH 1 DURING Hossein Kazemi, Ph.D., CFA, Senior Advisor, CAIA Program Did correlations among asset classes approach one during COVID-19 Crash?

The short answer

3 THREATS TO HEDGE FUNDS A recent paper by a scholar at Tilburg University and a market participant at Robeco outlines the difficulties that the hedge fund industry has faced over the last decade. These problems arose, at least in part, from the democratization of alternative investing. THE FUTURE OF HEDGE FUND FEES We can, in a speculative mood, ask ourselves, “Will hedge fund fees continue to drop or have they reached an equilibrium after the decline

of recent years?”

ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND ANALYSIS A Hot Commodity: Systematic Investing in China. By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool

from

WHAT ABOUT BETA?

By John Bowman, CFA, Senior Managing Director, CAIA Association This article was originally posted on FundFire on March 24, 2021. Alternative fund manager due diligence has an execution problem. WHAT HEDGE FUND RISK SYSTEMS DON’T SEE By Linus Nilsson and Rikard Lundgren. Many investors, trading floor managers, fund of fund allocators, and risk managers have experienced unexpectedly large losses that were not predicted by their risk

management systems.

RESEARCH ARCHIVES

AllAboutAlpha's Research Archives provide access to hundreds of the most important research studies and white papers available on the web. Think of it as your private research library - selected by our researchers and editors to save you time.

ALPHA DIGEST (FREE)

"Alpha Digest" is our free weekly email update containing links to the most popular articles on AllAboutAlpha.com. A subscription to Alpha Digest also enables you to view all past commentaries in their full

text form!

PURSUING DIVERSIFICATION WITH CRYPTOCURRENCIES By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President – Valuation Risk and Control at Credit Suisse. Overview. The recent release of CAIA Association’s seminal report “The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship” underscored four key tenets for the investment industry to adhere to and emphasize in the years to come: (1) Commit to WHY LAGGING PENSIONS SHOULD CONSIDER PRIVATE DEBT By Zack Ellison, CFA, CAIA and Guy Pinkman, CPPT. Watch our recent webcast series co-hosted with the CAIA SoCAL Chapter to hear more from

these authors.

ESG ISSUES: THE MATERIAL AND THE IMMATERIALMATERIAL VS IMMATERIAL ACCOUNTINGNON MATERIAL VS IMMATERIALEXAMPLES OF IMMATERIAL THINGSIMMATERIAL ACCOUNTING DEFINITIONIMMATERIAL BREACHIMMATERIAL VS

IRRELEVANT

Activists pressing for corporate change on environmental, social, and governance issues often focus on issues that are, from the point of view of firm valuation, immaterial. DOES PRIVATE REAL ESTATE ACTUALLY HAVE A LOW CORRELATION The actual return correlation between two assets has nothing to do with whether they’re listed (public) or unlisted (private). The reason that people have made the mistake of thinking that private real estate has a low correlation with listed real estate is that the measurement of private real estate returns lags behind actual returns. TAIL RISK HEDGING: A ROADMAP FOR ASSET OWNERSTAIL RISK HEDGING PDFTAIL RISK MANAGEMENTTAIL RISK STRATEGYTAIL RISK OPTIONSTAIL RISK HEDGING STRATEGIESTAIL RISK HEDGE FUND Tail Risk Hedging: A Roadmap for Asset Owners 5 Although diversification is a valuable portfolio management tool, hedges may

not hold their

ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND ANALYSIS A Hot Commodity: Systematic Investing in China. By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool

from

WHAT ABOUT BETA?

By John Bowman, CFA, Senior Managing Director, CAIA Association This article was originally posted on FundFire on March 24, 2021. Alternative fund manager due diligence has an execution problem. WHAT HEDGE FUND RISK SYSTEMS DON’T SEE By Linus Nilsson and Rikard Lundgren. Many investors, trading floor managers, fund of fund allocators, and risk managers have experienced unexpectedly large losses that were not predicted by their risk

management systems.

RESEARCH ARCHIVES

AllAboutAlpha's Research Archives provide access to hundreds of the most important research studies and white papers available on the web. Think of it as your private research library - selected by our researchers and editors to save you time.

ALPHA DIGEST (FREE)

"Alpha Digest" is our free weekly email update containing links to the most popular articles on AllAboutAlpha.com. A subscription to Alpha Digest also enables you to view all past commentaries in their full

text form!

PURSUING DIVERSIFICATION WITH CRYPTOCURRENCIES By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President – Valuation Risk and Control at Credit Suisse. Overview. The recent release of CAIA Association’s seminal report “The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship” underscored four key tenets for the investment industry to adhere to and emphasize in the years to come: (1) Commit to WHY LAGGING PENSIONS SHOULD CONSIDER PRIVATE DEBT By Zack Ellison, CFA, CAIA and Guy Pinkman, CPPT. Watch our recent webcast series co-hosted with the CAIA SoCAL Chapter to hear more from

these authors.

ESG ISSUES: THE MATERIAL AND THE IMMATERIALMATERIAL VS IMMATERIAL ACCOUNTINGNON MATERIAL VS IMMATERIALEXAMPLES OF IMMATERIAL THINGSIMMATERIAL ACCOUNTING DEFINITIONIMMATERIAL BREACHIMMATERIAL VS

IRRELEVANT

Activists pressing for corporate change on environmental, social, and governance issues often focus on issues that are, from the point of view of firm valuation, immaterial. DOES PRIVATE REAL ESTATE ACTUALLY HAVE A LOW CORRELATION The actual return correlation between two assets has nothing to do with whether they’re listed (public) or unlisted (private). The reason that people have made the mistake of thinking that private real estate has a low correlation with listed real estate is that the measurement of private real estate returns lags behind actual returns. TAIL RISK HEDGING: A ROADMAP FOR ASSET OWNERSTAIL RISK HEDGING PDFTAIL RISK MANAGEMENTTAIL RISK STRATEGYTAIL RISK OPTIONSTAIL RISK HEDGING STRATEGIESTAIL RISK HEDGE FUND Tail Risk Hedging: A Roadmap for Asset Owners 5 Although diversification is a valuable portfolio management tool, hedges may

not hold their

ALPHA DIGEST (FREE)

"Alpha Digest" is our free weekly email update containing links to the most popular articles on AllAboutAlpha.com. A subscription to Alpha Digest also enables you to view all past commentaries in their full

text form!

NEWLY ADDED

By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool from which to capture different return streams.

WHAT ABOUT BETA?

By Bill Kelly, CEO, CAIA Association Pity the poor misunderstood canary. It was in the early 1900s in Yorkshire when they were first chosen to die on a hill that they would likely have volunteered to

WHAT ABOUT BETA?

1 day ago · By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development at CAIA Association. Steve Wozniak: “You can’t write code you’re not an engineer you’re not a designer you can’t put a hammer to a nail LIQUID ALT JUGGERNAUTS: WORTH THEIR SALT? 1 day ago · By Nicolas Rabener of FactorResearch (@FactorResearch)INTRODUCTION. One of the most perplexing questions in the investment industry is why liquid alternatives have not been able to disrupt the hedge fund industry in the same way that ETFs have

captured

EVENTS | ALLABOUTALPHA: ALTERNATIVE INVESTING TRENDS AND The CAIA Association participates in hundreds of events across the globe annually. Whether the topic focuses on commodities, institutional investing, the changing global finance climate, and many others, CAIA is often represented. 3 THREATS TO HEDGE FUNDS A recent paper by a scholar at Tilburg University and a market participant at Robeco outlines the difficulties that the hedge fund industry has faced over the last decade. These problems arose, at least in part, from the democratization of alternative investing. THE FUTURE OF HEDGE FUND FEES We can, in a speculative mood, ask ourselves, “Will hedge fund fees continue to drop or have they reached an equilibrium after the decline

of recent years?”

SEARCH LIKE AN ALPHA Our new Alpha Search portal searches an array of journals, blogs, periodicals, and websites all focused on topics relating to alternative investments.

WHAT ABOUT BETA?

By Keith Black, PhD, CFA, CAIA, FDP, Managing Director of Content Strategy, CAIA Association. In February 2020, IPE asked whether the $200 billion cryptocurrency market was of interest to institutional investors. While the premise was tempting, few institutions made the allocation, due to challenges and uncertainty in custody while questioning whether Bitcoin is a currency, an asset, a

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Access to Alternatives LIQUID ALT JUGGERNAUTS: WORTH THEIR SALT? By Nicolas Rabener of FactorResearch (@FactorResearch) INTRODUCTION One of the most perplexing questions in the investment industry is why liquid alternatives have not been able to disrupt the ...

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WHAT ABOUT BETA? | LEARN TO PLAY THE ORCHESTRA By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development at CAIA Association Steve Wozniak: “You can’t write code… you’re not an engineer… you’re not a designer… ...

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PERFORMANCE PERSISTENCE: IS IT THERE, AND CAN IT BE EXPLOITED? By Hossein Kazemi, PhD, CFA, Isenberg School of Management and CAIA Association By the end of 2020, only 0.72% of all active US mutual funds had finished in ...

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WILL THE 2020 SPAC IPOS BOOM CONTINUE? By Wu Guowei Jack, CFA, CAIA, Director, Content APAC, CAIA Association  2020 was a boom year for Special Purpose Acquisition Company (SPAC) listings. An annual total of US$ 83 ... State of the Industry A HOT COMMODITY: SYSTEMATIC INVESTING IN CHINA By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction Diversification is the cornerstone of a systematic manager’s strategies: greater diversification means a larger pool from ... STATE OF THE INDUSTRY A HOT COMMODITY: SYSTEMATIC INVESTING IN CHINA June 1, 2021, No comments

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WHAT ABOUT BETA? | LEARN TO PLAY THE ORCHESTRA June 6, 2021, No comments

ESG

WHAT ABOUT BETA? | A CANARY CONUNDRUM May 24, 2021, No comments IGNORING ENERGY TRANSITION REALITIES, PART I May 21, 2021, No comments ESG AND THE PRIVATE MARKETS May 16, 2021, No comments RESPONSIBLE INVESTMENT – ARE YOU READY? March 30, 2021, No comments

ACCESS TO ALTS

LIQUID ALT JUGGERNAUTS: WORTH THEIR SALT? June 6, 2021, No comments A HOT COMMODITY: SYSTEMATIC INVESTING IN CHINA June 1, 2021, No comments GUMP’S LAW AND THE BUTTERFLY EFFECT May 6, 2021, No comments A LETTER TO THE SEC’S NEW CHAIRMAN May 6, 2021, No comments

DATA SCIENCE & AI

IMPLEMENTING A DATA STRATEGY FOR PRIVATE MARKETS May 18, 2021, No comments ALTERNATIVE DATA: THE GATEWAY TO GLOBAL MARKETS March 21, 2021, No comments IMPROVING TIME TRAVEL IN LONG-TERM INVESTING February 4, 2021, No comments SYSTEMIC IMPACT AND ESG INVESTING IN SMART CITIES February 2, 2021, No comments

RISK MANAGEMENT

WHAT ABOUT BETA? | LEARN TO PLAY THE ORCHESTRA June 6, 2021, No comments GUMP’S LAW AND THE BUTTERFLY EFFECT May 6, 2021, No comments WHAT ABOUT BETA? | CULTURE EATS SHARPE RATIOS FOR BREAKFAST April 25, 2021, No comments RESPONSIBLE INVESTMENT – ARE YOU READY? March 30, 2021, No comments EMERGING ASSET CLASSES INVESTING IN NFTS: WHY IT MATTERS May 25, 2021, No comments WHAT THE OCC’S LETTER MEANS FOR PASTOS April 29, 2021, No comments EXPLORING THE POTENTIAL OF TOKENISATION IN ALTERNATIVE INVESTMENTS March 18, 2021, No comments HEDGING YOUR BETS ON CRYPTOCURRENCIES February 14, 2021, No comments

ASSET ALLOCATION

WHAT ABOUT BETA? | LEARN TO PLAY THE ORCHESTRA June 6, 2021, No comments GUMP’S LAW AND THE BUTTERFLY EFFECT May 6, 2021, No comments ANALYZING 60/40 PORTFOLIOS WITHOUT BONDS May 3, 2021, No comments WORRIED ABOUT INFLATION? GET REAL April 23, 2021, No comments

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