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PORTFOLIO FOR THE FUTURE™

A practitioner’s guide to the five essential marks of effective capital
allocation
Executive Summary Full Report

In a rapidly shifting economic and investment landscape, CAIA Association is
here to declare the emergence of a new paradigm for investors — one where
allocators need to work smarter and more creatively to deliver client outcomes.

This much is certain: The traditional 60/40 portfolio allocation is no longer
enough. The opportunity for alpha is not gone, but the low-hanging fruit has
long been harvested, and the path toward higher absolute returns has gotten far
more nuanced.

Executive Summary



> The investment industry needs to be reoriented back toward a north star of
> sophisticated portfolio construction, one that prioritizes client and
> beneficiary outcomes in a long-term, sustainable way.

John L. Bowman, CFA, Executive Vice President, CAIA Association

How can investment professionals meet their clients' needs under ever-changing
economic and market conditions? We call future-proofed portfolios the Portfolio
for the Future™.

Full Report

The five distinct marks of the Portfolio for the Future™ are the defining
features of all-weather portfolios that meet the challenges of the global
economy and capital markets.

In our exclusive new practitioner’s guide, some of the most respected thought
leader-practitioners in our industry explore the implications that will shape
client outcomes.

1

Broadly Diversified

By Mark Anson, Commonfund

2

Less Liquid

By Andrea Auerbach, Cambridge Associates

3

Rooted in a Fiduciary Mindset

By Roger Urwin, Thinking Ahead Institute

4

Actively Engaged

By Anne Simpson, Franklin Templeton

5

Dependent on Operational Alpha

By Ashby Monk, Stanford University

The Portfolio for the Future™ is CAIA Association’s contribution and call to
action for transformational investment management.

> Investors today face expectations that go well beyond traditional notions of
> fiduciary duty or asset stewardship.

Ariel Fromer Babcock, CFA, Managing Director and Head of Research, FCLTGlobal
Executive Summary Full Report
Document
CAIA_Executive_Summary_Portfolio_for_the_Future.pdf
Document
CAIA_Portfolio_for_the_Future_24MAR2022_2.pdf


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