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Coinbase Asset Management Sponsors the Chartered Alternative Investment Analyst (CAIA) Association’s Newest Microcredential – Digital Assets.

TL:dr: Coinbase Asset Management is excited to be the lead sponsor of CAIA’s new microcredential on Digital Assets. The microcredential is available on CAIA’s online educational platform UniFi by CAIA™, geared towards professionals in the private wealth management industry. 

By Marcel Kasumovich, Ian Gardiner

Product

, June 9, 2023

, 3 min read time

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The Chartered Alternative Investment Analyst (CAIA) Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with an emphasis on alternative investments. Education is vital for developing novel technology, yet there are so many parallels to prior innovations. It was a pleasure to work with CAIA and such a talented working group to create a foundational program to help investors understand and navigate this new ecosystem. 

“Wealth managers have begun increasing allocations to digital assets, and the entire industry needs objective and applicable education to make informed decisions. We are thrilled to launch the Digital Assets microcredential and are grateful for Coinbase Asset Management’s commitment to CAIA’s mission of bettering outcomes for the end investor,” said Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™.

The curriculum for this microcredential was developed by a working group of senior professionals from a range of organizations. The program includes four modules:

  • Module 1: The Fundamentals of Digital Assets (including history, categorization, foundations of blockchain, and more)

  • Module 2: Use Cases of Digital Assets (including payments, tokens, DeFi, and Web3)

  • Module 3: Investing in Digital Assets (including tokenomics and valuations, risk/return, and client education and expectations)

  • Module 4: Key Questions and Considerations (including custody, compliance, access vehicles, and regulation)

In response to feedback from the largest private wealth allocators, who expressed a critical need for accessible and comprehensive education, we will offer complimentary access to content from Module 1 of UniFi by CAIA™ Digital Assets Microcredential to all One Digital SMA clients.

To learn more about the Chartered Alternative Investment Analyst (CAIA) Association click here, the UniFi by CAIA platform click here and the Digital Assets Microcredential click here.

About the CAIA Association  

The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A member-driven organization representing nearly 13,000 professionals in 100 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to become part of the organization’s mission, please visit https://caia.org/.

About Coinbase Asset Management

Coinbase Asset Management helps institutions access and invest in the emerging digital asset ecosystem, across liquid and illiquid strategies. CBAM began operating commingled passive digital funds in February 2021. We invest today, cognizant of the risks of the asset class, and the requirements of our clients. We expect blockchain technology will re-make asset management, and we seek to leverage that potential. Coinbase’s investment platform is supported by the CBAM Academic and Regulatory Advisory Committee, which is led by Jay Clayton, former Chairman of the Securities and Exchange Commission.

About ONE Digital SMA:

ONE Digital SMA, powered by Coinbase Prime, delivers passive and active managed digital strategies directly within an investor's Coinbase account, broadening the sources of alpha, as well as curating bespoke investment theses and risk levels for investor portfolios. The platform seamlessly connects with Private Wealth and Institutional investment systems, providing a menu of strategies experienced asset managers maintain.

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