The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, is today releasing its newest report: Crossing the Threshold: Mapping a Journey Towards Alternative Investments in Wealth Management.
This report serves as a roadmap for professionals across asset and wealth management to thoughtfully move into what CAIA is calling a “second phase of democratization” of alternative investments, which began post–global financial crisis. Fifteen years removed from the industry’s experimentation with “liquid alternatives,” an even broader swath of