CAIA Association x Thinking Ahead Institute

Join the Thinking Ahead Institute and CAIA Association for a live discussion on An expanding mandate – a systems-level framework for asset management.

We will explore how prevailing investment models and practices were shaped for a more stable, linear, and mechanical world, why the industry needs new system lenses, and what it means to expand the mandate in practice.

Also drawing on our fresh Thinking Ahead Global Asset Manager Peer Study 2026, the session will unpack key insights on organisational effectiveness, systems thinking and systemic risk, evolving capabilities, and bring together asset owners and managers to discuss how and whether the industry can adapt as long-term outcomes become increasingly shaped by the health and resilience of the broader system.

Event playlist

Explore our research to get ahead of the conversation:

*coming soon* An expanding mandate: A systems-level framework for asset management

Speakers (more confirmed soon)

Roger Urwin

Co-founder of the
Thinking Ahead Institute


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Aaron Filbeck

Managing Director, Content and Community Strategy, CAIA Association

Andrea Caloisi

Researcher, Thinking Ahead Institute

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