Quarterly Mark

New perspectives. Practical knowledge. Expertly curated.

We understand the need for Members to have continued access to fresh perspectives, industry insights, and leading-edge knowledge that not only benefit their clients but satisfy their unending intellectual curiosity.

In a rapidly evolving industry, a diverse skill set, and interdisciplinary knowledge have become crucial for responsible long-term asset stewardship. From portfolio construction to thematic investing trends, geopolitics to regulatory considerations, and technological innovations - staying well-informed is now a fundamental requirement.

Quarterly Mark, published by the CAIA Association, is expertly curated to meet the unique needs of the global CAIA community. It is developed with thoughtfully selected articles from various investment journals woven together with a unifying narrative.

The result? A superior experience that ensures CAIA Members are at the forefront of the latest developments in the investment world!

Quarterly Mark, Volume 1, Issue No. 2

December 2023

Transformative technologies largely follow a familiar pattern: 1) Fervor, as hype outpaces sensibility, gobs of VC money pours in, and retail narratives take on grandiose conclusions; 2) Rationalization, as reality kicks in, pretenders and nefarious actors are exposed, and valuations reset aggressively; and 3) Reconciliation, as sustainable use cases crystallize, and revenue and profit models emerge.

In the last half century, personal computing, the internet, and mobile computing have all exhibited this playbook. If an investor has been around for more than a minute, they have the scars and residual skepticism to prove it. Artificial intelligence and blockchain technology are no exception and CAIA is eager to devote this issue of Quarterly Mark, to the potential disruption and opportunity these two forces represent for both investing and our broader society.

Featured Articles
  • From ELIZA to ChatGPT: The Evolution of Natural Language Processing and Financial Applications.
  • Exploring Cryptocurrencies: The History, the Hype, and the Future
  • A Stablecoin Ecosystem Primer
  • ESG Text Classification: An Application of the Prompt-Based Learning Approach
  • Quarterly Mark, Volume 1, Issue No. 1

    September 2023

    Our inaugural issue of Quarterly Mark is aptly titled Next is Here. The name rightly reflects a new age of capital allocation for which greater diversification and broader expertise are indispensable. We believe CAIA Association sits at that intersection of past and future and therefore this issue contains articles devoted to highlighting some of the most significant advancements in alternatives in recent years that are shaping the industry.


    Quarterly Mark, published since 2023 by the CAIA Association, is a magazine publication of expertly curated industry journal articles selected to provide practical knowledge and new perspectives from Association leadership.


    Quarterly Mark is available exclusively to current CAIA Members in March, June, September, and December.


    Topics, comments, and questions are welcome via email to QuarterlyMark@caia.org.