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“The second wave of democratization has begun”: new CAIA report on alternatives
Research - JUNE 17, 2024

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“The second wave of democratization has begun”: new CAIA report on alternatives

by Released

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

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