Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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A Hedge You Get Paid to Own
By Ken Miller, CFA, Portfolio Manager, and Michael Green, CFA, Portfolio Manager, Chief Strategist at…
Asset Allocation, Risk Management
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The Rise of PIK: A Double-Edged Sword for Private Credit
By Vincent Weber, CEO and Head of Research at Resonanz Capital, an investment advisory firm specializing in…
Asset Allocation, Private Debt, Risk Management, State of the Industry
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Credit Hedging Done Right: CDX Outperforms with Defense
By Jason England, Managing Director, Portfolio Manager at Simplify ETFs.  IntroductionHigh yield…
Asset Allocation, Manager Selection, Risk Management
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Credit Risk Transfer (CRT) Transactions: The Opportunity Behind Safer Banking
By Vincent Weber, CEO and Head of Research at Resonanz Capital, an investment advisory firm specializing in…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
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Compared to Active Managers, It Is Much Harder for OCIOs to Outperform
By Brian A. Schroeder, the founder of OCIO Monitor, a specialty consulting firm that provides due…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
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The Case for Build-to-Core
Jeffrey Kanne, President and CEO, Darob Malek-Madani, Head of Research & Analysis, National Real Estate…
Asset Allocation, Real Estate
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Valuation and Private Debt
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  …
Private Debt, Private Equity
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Public and Private Real Estate: The Options and Challenges of Investing Within a Sharia Context
By Thomas Polson of Polson Real Assets. Polson Real Assets is a long-term, Halal real assets financier…
Asset Allocation, Commodities & Natural Resources, Emerging Asset Classes, Infrastructure, Real Estate, Risk Management, State of the Industry
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Why OCIO Search Consultants* are Incented to "Spread it Around"​
By Brian A. Schroeder, the founder of OCIO Monitor, a specialty consulting firm that provides due…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
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What You Own When You Own a Passive REIT Index?
By David Auerbach, Managing Director, Armada ETF Advisors. Armada is a REIT-specialized Asset…
Manager Selection, Real Estate
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What Is Direct Indexing and Why Should You Care?
By Ben Macmillan, co-founder and Chief Investment Officer of IDX.    The Original…
Asset Allocation, Emerging Asset Classes, State of the Industry
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DPLTA: Playing The German Back-End Game
By Vincent Weber, CEO and Head of Research at Resonanz Capital, an investment advisory firm specializing in…
ESG, Hedge Funds, Manager Selection
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Climate Change is Generating a Technological Revolution
By Darob Malek-Madani, Head of Research and Analysis, and Jeffrey Kanne, President and CEO of…
Real Estate, Risk Management
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How Technology Is Transforming Real Estate Investing
By Ben Miller, Fundrise.  Technology radically transformed investing in the public markets,…
Access to Alternatives, Emerging Asset Classes, Real Estate
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Equal Versus Fair
By Tim Pickering – CIO and Founder; Brennan Basnicki, CFA, CAIA, CMT, SCR – Director and Product…
ESG