CAIA Association’s Post

(𝘞𝘩𝘦𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨, 𝘺𝘰𝘶𝘳 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘪𝘴 𝘢𝘵 𝘳𝘪𝘴𝘬) Hear from the people changing investing. How are ETFs actually built? What makes them so popular? What trends will drive the markets in the coming years? We sat down with the Experts at the forefront of ETF investing. Keep your eyes peeled for our ‘Experts in ETFs’ series. WisdomTree in Europe, DWS Group, J.P. Morgan Asset Management, HANetf, Invesco EMEA, Global X ETFs, Don Corea, CFA, Edward Malcolm Jasdeep Hansra, Hector McNeil, Kate Dwyer, Morgane Delledonne #ETF #ISA #SIPP #Investing #UKinvesting #ETFinvesting #ExpertsinETFs #InvestEngine #investingtips

(𝘞𝘩𝘦𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨, 𝘺𝘰𝘶𝘳 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘪𝘴 𝘢𝘵 𝘳𝘪𝘴𝘬) We recently held a webinar with our partners at Invesco EMEA, discussing their All-World #ETF and what it has to offer investors. Here are some of the key takeaways from the event:  - #Diversification is a vital part of long-term #investing - Invesco’s FTSE All-World ETF covers 87% of the world’s investable market - This level of diversity in an ETF is a cost-effective solution for any investor Watch the full discussion here: https://lnkd.in/dQgZk3J2 When investing, your capital is at risk. #ETFs #ISA #SIPP #ETFInvesting #Invesco

We had an insightful discussion on Hedge Funds and The Rebirth of Active Management vs. Passive Investing, moderated by Tushar Patel. Our distinguished panel featured hua chai, Karl Rogers, and Charles Lemonides, CFA The panelists shared valuable insights into the shifting dynamics of investment strategies, highlighting the resurgence of active management and its implications for today’s market. #OpalGroup #GAISummit #InvestmentStrategies #ActiveManagement #HedgeFunds #Finance

"🎉 Thrilled to announce that I've officially become a certified mutual fund distributor! With my NISM Series V-A certification in hand, I'm now equipped with the knowledge and expertise to guide clients in making informed investment decisions. 💼💰 Excited to embark on this journey of helping individuals achieve their financial goals and secure their future. 🚀📈 Join me as we navigate the world of mutual funds together! Let's make investing simple and rewarding! 💪🌍 #CertifiedMutualFundDistributor #NISMExams #FinancialSuccess"

AIFs deliver a multitude of benefits for astute investors. These include: • Diversification – Spreading your capital across a variety of asset classes and strategies reduces overall portfolio risk • High returns – With a strategic AIF allocation and sophisticated alternative strategies, you boost your ability to achieve high returns • Access to experts – Alternative fund managers have a proven track record and extensive experience of the asset class in which they operate, so you benefit from their ability • Flexibility – Spanning a variety of asset classes, AIFs give you the scope to customise your portfolio in line with your goals, interests and risk profile Learn more in our #IntroductionToAlternativeInvestments: https://lnkd.in/dW64XmtG

Excited to share my first article on SEBI regulations for Category III AIFs. Explore the latest guidelines, their impact on hedge funds, private equity and what investors need to know. Gain valuable insights into these dynamic investment vehicles—give it a read!! #AIF #Investment #SEBI #hedgefunds #equity

Managing Director and Fund Portfolio Manager Rick Schaupp joined Franklin Templeton’s Tony Davidow, CIMA® and Vincent DiPaolo, CFP® at CAIS Live in Dallas to share insights into the state of the #CRE market and what these trends could mean for investors. During this conference focused on alternative investments, independent advisors had the opportunity to hear from key asset managers that are approved on the CAIS platform. #AlternativeInvestments #CommercialRealEstate #CAISLive #AltsInvesting 

Watch David Harrison, CFA, fund manager of the #RathboneGreenbankGlobalSustainabilityFund, on the latest Asset TV UK Masterclass. David and co-panellists discuss the future of #SustainableInvesting and more... 🔗 Watch here: https://lnkd.in/es4mNj6A #RathbonesAssetManagement #ATVMasterclass

Can ETFs be #active? Join us and J.P. Morgan Asset Management tomorrow afternoon to discuss the next generation of #ETFs. In an online webinar, we’ll explore: 
 - What active ETFs are and how they can help your investing - What Research Enhanced Index ETFs are and how they're built - How they differ from traditional ETFs and why - Why investors should consider them for their portfolios
 Register your spot now: https://lnkd.in/e-bEP9qi

 When investing, your capital is at risk. #InvestingInsights #activeetfs #ETFs #EquityLandscape #investingtips #InvestSmart Edward Malcolm, Andrew Prosser, CFA

Excited to be part of the AIMA Next Generation Manager Forum 2024 sponsored by Marex Prime Services on 23 May in London! Looking forward to getting a sneak preview of the key findings from this year’s Emerging Manager Survey by Lawrence Obertelli and Drew Nicol. It's also going to be interesting to hear perspectives from the investor expert panel with Jonathan Martin, Sam McMurray, CAIA and Anthony Murphy, CFA. Hopefully see you there. AIMA - The Alternative Investment Management Association #AIMAForum #MarexPrimeServices #HedgeFunds #AlternativeInvestments #EmergingManagers #HedgeFunds #Investors