CAASA Blog

On this page you will find thought leadership articles all of which are entirely free for CAASA members. The page is regularly updated and longer articles can be accessed at InvestorLit Reviews (www.InvestorLiterature.com), which is a subscription-based service for reviews of investment literature and topics, with an emphasis on concepts that can help investment performance.

The literature reviews are intended to provide brief and readable versions of the original papers or topics but also point out tangible ideas. This is about sense-making and implications for you, the investor.


As a member of CAASA you will continue to receive these short articles and other topics of interest via email, or subscribe on our Stay Connected page, here.

For longer articles, please visit InvestorLit Reviews via www.InvestorLiterature.com


 

Listing Your Fund

Listing Your Fund

Distribution of mutual funds and alternative funds is at an inflection point as changes to NI 81-102 (allowing more alternative

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The Case for Nimble Managers: When Bigger isn’t Always Better

The Case for Nimble Managers: When Bigger isn’t Always Better

It has been proven that managers exploiting persistently inefficient, low capacity trades/strategies can deliver alpha on a consistent basis. The

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Blockchain Workshop: Industry Insights & Updates

Blockchain Workshop: Industry Insights & Updates

This 1-hour session will cover the Foundation of Blockchain Technology, an Industry Overview and an Intro to Tokenization and Security Tokens.Date: Thursday,

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FINTRAC Exam Prep: Planning to Prepare

FINTRAC Exam Prep: Planning to Prepare

FINTRAC’s examination process has been entirely revamped. Gone are the days when getting the right occupation for a client was

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Starting an Alternative Fund Series Montreal: Talent Acquisition & Retention (Part 7)

Starting an Alternative Fund Series Montreal: Talent Acquisition & Retention (Part 7)

In partnership with CAIA Association:     Talent is a crucial part of any business and this panel will focus on

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Starting an Alternative Fund Series Montreal: Sales & Marketing (Part 6)

Starting an Alternative Fund Series Montreal: Sales & Marketing (Part 6)

In partnership with CAIA Association:    This session will provide different views of the ‘true’ retail, Accredited Investor retail, family

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Toronto: Founding Day Drinks

Toronto: Founding Day Drinks

For more information, please contact Caroline at caroline@caasa.ca or 647-953-0737. Many thanks to our sponsors:

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Montreal: Founding Day Drinks

Montreal: Founding Day Drinks

For more information, please contact Caroline at caroline@caasa.ca or 647-953-0737. Many thanks to our sponsors:

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Starting an Alternative Fund Series Montreal: Other Operational Aspects/Services (Part 5)

Starting an Alternative Fund Series Montreal: Other Operational Aspects/Services (Part 5)

In partnership with CAIA Association:    This panel will feature service offerings that managers and investors may require or desire

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Starting an Alternative Fund Series Montreal: Operations & BCP (Part 4)

Starting an Alternative Fund Series Montreal: Operations & BCP (Part 4)

In partnership with CAIA Association:    Investors are rationally fixated on how managers run their operations and how they would

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