The Importance of Focusing on the End Client

As Managing Director and Head of UniFi by CAIA™, Aaron Filbeck oversees content and product strategy for the UniFi by CAIA™ Program. 

In this episode, Aaron and I discuss:

• His backstory: from wanting to be an architect to becoming a Director at CAIA
• Why the world needs an association like CAIA / Who CAIA is for
• CAIA’s research on qualitative vs quantitative due diligence (AKA culture eats Sharpe ratio for breakfast)
• Why allocators and asset managers fail to communicate
• The key questions managers can ask to identify their own differentiators
• How the alt space has expanded from just hedge funds to many other types of strategies
• Why the fascination with 60/40 allocation is misguided

More About Aaron Filbeck

Aaron’s work has been published by Oxford University Press and The Journal of Investing, and covers topics such as ESG/sustainable investing, liquid alternatives, commodities, and asset pricing/factor investing. He is a frequent writer and speaker on these topics. Aaron is also an adjunct professor and serves on multiple advisory boards for Penn State University.

Resources mentioned in this episode:

Book: Factfulness: Ten Reasons We're Wrong About the World--and Why Things Are Better Than You Think by Hans Rosling

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