Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 1 - 15 of 178
The World Rewired
Listening for the Signals of a Rewired World
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA…
Access to Alternatives, Asset Allocation, Data Science & AI, Manager Selection, Risk Management, State of the Industry
natural gas power plant at sunset
Thermal Renaissance: Why Gas-Fired Generation is Infrastructure Again
 By Aaron Vale, CAIA, CFA, MFin, Global Managing Director, Mexico Infrastructure Partners In recent…
Commodities & Natural Resources, Infrastructure
Bitcoin next to a house
A CAIA Mini Course: A Real Estate Focus on the Crypto Tokenization of Real Assets - Part Two
 By Stylianos Kampakis PhD, CEO, Tesseract Academy In this CAIA mini-course, we introduce the work…
Data Science & AI, Real Estate
iStock.com/Nikada
Suffering from Success: How Infrastructure Became Too Big to Ignore
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA…
Infrastructure
chair with bitcoin surrounding it
Cryptos, Stablecoins and Sovereign CBDCs
How should SWFs and Asset Owners rethink crypto assets in 2026?    By Winston Ma, Partner…
Emerging Asset Classes
balance board with cash on left side and blocks that spell "risk" on the right
No Exit, No Problem? How Asset Owners Can Tame Illiquidity Risk
 By Andreas Rothacher, CFA, CAIA Head of Investment Research at Complementa AG & Richard Sanders,…
Private Debt, Private Equity
iStock-1453664340
Is Quantum Technology the Next Great Alternative Asset?
 By Andre Costa, CAIA and Oswaldo Zapata, PhD As interest in quantum technologies continues to grow…
Asset Allocation, Data Science & AI
iStock-1241235065
The Continuation Vehicle Boom: Structural Shift or Liquidity Patch?
 By Koen van Mierlo, MSc, LLM, CFA, CAIA, Head of Analysis at Bluemetric Wealth Advisory. A thirst…
Private Debt, Private Equity
iStock-657384852
The TPA Roadmap for GPs: From Parts Provider to Chief Problem Solver
 By John L. Bowman, CFA, Chief Executive Officer, CAIA Association If our entire pitch book is…
Private Debt, Private Equity
Bitcoin next to a house
A CAIA Mini Course: A Real Estate Focus on the Crypto Tokenization of Real Assets
 By Stylianos Kampakis PhD, CEO, Tesseract AcademyIn this CAIA mini-course, we introduce the work of…
Data Science & AI, Real Estate
iStock-1304093999
Crypto Chart Patterns: Insights for Tactical Trading
 By Fernando Walter Lolo, CAIAChart patterns are powerful tools in technical analysis, helping traders…
Emerging Asset Classes, Risk Management
iStock-481399816
The Participant’s Trilemma: Learning from Other DC Plans Around the World
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA…
Asset Allocation
iStock-1492189677
Bank-Level Lessons for Private Credit Valuations
 By John Sedunov and Michael Pagano Risk management has long been considered the domain of large,…
Risk Management
iStock-1130326185
Alignment Over Access: Gauging the Fit Between Alternative Investment Strategies and their Fund Structures
 By John W. Moore, CFA®, CAIA®, CMT®, Stratview Wealth Management   The past few years…
Asset Allocation
iStock: 2235363753
Vision 2035: Riyadh Edition
By Laura Merlini, CAIA, CIFD, Managing Director, EMEA, CAIA Association In traditional majlis gatherings…
Emerging Asset Classes, State of the Industry