We have been working with Wiley Efficient Learning on a CAIA test prep platform. The Level I material launched in October 2017.  We are currently working on the newly revised CAIA curriculum for the March 2020 Level I exam and September 2020 Level II exam.

See the initial product release information here.


FOR progressive thinkers

Our services grew out of teaching and research in finance at the Ph.D. level. Spreading financial literacy is a noble goal, and education is at the heart of everything we do. We have both the subject matter and technical expertise to help you reach and inform your audience.

For Non-Profits

Stay competitive as the landscape of investment products continues to evolve. Our replication and tracking software solutions can help you lower fees and risk, while increasing returns and maintaining other characteristics and goals of your client portfolios.

See a recent paper on the endowment model here.

It is updated quarterly and included at the end of every issue of the Alternative Investment Analyst Review as the CAIA Endowment Investable Index. Archived Issues are available 

Our Services

For Investment firms

Pearl Quest, LLC. Financial data science consulting & Education services

Investment professionals furthering their credentials (e.g., CAIA, FDP) and those individuals seeking to stay abreast of technology impacts on our economy, like that from big data structuring and analytics, and impacts from the intersection of advances in artificial intelligence and environmental, social and governance (ESG) factors will find interesting resources  here