The Future of Investing Starts Here
The investment profession is entering a new era. Traditional market boundaries are blurring, reshaping portfolios, business models, and ethics. We call this shift The Great Convergence—and it’s redefining the way we invest.
At CAIA, we’re committed to understanding this transformation, challenging assumptions, and leading the conversation on what’s next. That’s why we created the 2025 Content Agenda, a roadmap of the key themes we’ll be researching, analyzing, and discussing with our global community.
What’s Inside?
This agenda outlines six major focus areas for CAIA in 2025. Throughout the year, we’ll explore these topics, challenge perspectives, and share insights to help the industry navigate the changes ahead.
Key Themes We’re Paying Attention To in 2025:
- Total Portfolio Approach (TPA) – A flexible framework for a new investment era.
- Private Markets in Wealth Management – The growing role of alternatives in private client portfolios.
- The Private Credit Boom – Unpacking the risks, rewards, and future of this fast-growing space.
- Digital Assets & the Market – A closer look at evolving adoption, regulation, and investment implications.
- Ethics & Professionalism – Addressing new challenges in an increasingly complex market.
- The Bigger Picture – How “The Great Convergence” is reshaping the industry at large.
Use it to:
- Understand where CAIA focuses attention and thought leadership.
- Stay engaged with emerging trends that will shape the profession.
- Join the conversation and contribute to the future of investing.
Download the Full Content Agenda to see what’s next.
Access Your Copy Here
Want to join the conversation? Share your insights with us at content@caia.org.