Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 1 - 15 of 159
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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
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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 have seen a…
Asset Allocation
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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
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Unlocking Liquidity: The Case for Securitized Private Credit Markets
By Shreyash Shrivastava, FRM and Shubham (Sam) Goyat, CAIA Why Private-Credit Liquidity Now?Private…
Private Debt
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The Institutional Custody Dilemma: Balancing Centralization and Self-Custody in Digital Asset Portfolios
By Kate Zogaj Introduction: Custody as the Defining Question of Institutional Digital Asset AdoptionAs…
Emerging Asset Classes, Risk Management, State of the Industry
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Utility Tokens in Portfolio Allocation: The Digital Counterparts to Commodities
 By Tatja (Tati) Karkkainen, PhD, Research, Development and Innovation (RDI), Kiitot Utility tokens…
Commodities & Natural Resources, Data Science & AI
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Private Credit Risk Management in Evergreen Funds
 By Mark Garfinkel, Sr. Portfolio Manager at Liquid Strategies, LLC As the private credit market…
Asset Allocation, Private Debt, Risk Management
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A Deep Dive into Staking Yields as a Source of Return
By Jasmin Muelhaupt, CAIA, Director of Financial Product Development at 21Shares AG & Darius…
Access to Alternatives, Emerging Asset Classes, State of the Industry
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Credit Where Credit Is (Over)due: Private Credit’s Second Act
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA…
Private Debt
Democratizing Humility Before Product
Educational Alpha: Democratizing Humility Before Product
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC “Private equity…
Educational Alpha
image of a bitcoin
Crypto Chart Patterns: A Beginner’s Guide to Market Signals
 By Fernando Walter Lolo, CAIA  Chart patterns are powerful tools in technical analysis,…
Emerging Asset Classes, Risk Management
When GENIUS Act(s)
Educational Alpha: When GENIUS Act(s)
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC I recently attended the…
Educational Alpha, Emerging Asset Classes, State of the Industry
Singapore
Vision 2035: Singapore Edition
 By Nick Pollard, Managing Director, APAC at CAIA AssociationAt a recent gathering of senior investment…
Data Science & AI, Risk Management, State of the Industry
Hong Kong
Vision 2035: Hong Kong Edition
 By Nick Pollard, Managing Director, APAC at CAIA Association In what has been an extraordinary…
Access to Alternatives, Data Science & AI, Risk Management, State of the Industry
Experimentation, Factors, and Commitment: CPP Investment’s Journey Towards TPA
Experimentation, Factors, and Commitment: CPP Investment’s Journey Towards TPA
 By Geoffrey Rubin, PhD, Senior Managing Director, One Fund Strategist at CPP Investments  …
Access to Alternatives, Asset Allocation, State of the Industry