September 2024 Exam Registration is Open!
Endowment Performance 2023: You Never See Them Coming
Innovation Unleashed: The Rise of Total Portfolio Approach
Leadership in Redefining Professional Best Practices - Open Comment Until May 31, 2024.
About Us
Everything is an alternative.
Next is here.
Next is here ... Now. The days of a rigid "60/40" portfolio are behind us—now, everything is an alternative! Meet the demands of today's complex investing environment with the CAIA Charter Program. With early registration, you could receive a US$400 discount. What are you waiting for?
Everything is an alternative.
Next is here.
Author Charles Skorina provides a 2023 endowment performance report that features ten-year investment returns for one hundred thirty-eight US and eight Canadian institutions. In addition, the report includes one-year returns for 2023, 2022, 2021 along with AUM, as of their respective fiscal year-ends.
Everything is an alternative.
Next is here.
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. In case you missed our exciting unveil and keynote panel at ALTSLA, watch it below!
Everything is an alternative.
Next is here.
As the realm of investments witnesses a significant shift towards 'alternatives' becoming mainstream, it becomes imperative for the CAIA Association to take a leadership role in developing a modernized and relevant set of fiduciary practices for investment professionals and capital allocators to embrace. These principles aim to reaffirm the CAIA Association's distinct position as a leader in the industry.
Open comment until May 31, 2024.
Everything is an alternative.
Next is here.
Shifting from 'alternative' to mainstream, we embrace diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. Our pursuit is to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. Join us in shaping the future of investing. Next is Here.
Our Mission: CAIA Association seeks to improve investment and societal outcomes of capital allocation through professional education, transparency, and thought leadership across all investor alternatives in our industry.
CAIA Programs
Advance Your Career
Whether you need a deep, practical understanding of the world of alternative investments, a solid introduction, or data science skills for the future in finance, the CAIA Association offers a program for you.
Join Us: Upcoming Events
Mostly virtual and open to all, CAIA Association hosts or sponsors more than 250 educational webcasts and other industry events and forums.
CAIA Members are Employed by Leading Industry Organizations
- PIMCO
- BANK OF AMERICA
- MERRILL LYNCH
- WELLINGTON MANAGEMENT
- MERCER
- THE VANGUARD GROUP
- MORGAN STANLEY
- BLACKROCK
- FRANKLIN RESOURCES
- INVESCO
- UBS AG
- ALLIANZ GLOBAL INVESTORS
- FIDELITY INVESTMENTS
- JP MORGAN