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Displaying 1 - 15 of 2049
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Structure Matters: Active Management Has a Place
By Dan Weiskopf, Toroso portfolio manager and member of its investment committee. He is both the lead ETF…
09 December 2023Manager Selection, Risk Management, State of the Industry
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Frame of Reference: Risk In an Unstable World
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™.   Will the next…
06 December 2023
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Triadic Differentiation: A New Paradigm for Financial Services Innovation
By Simon Zais, a consultant with Capco specializing in Wealth Management.   Everybody on Earth has had at…
04 December 2023State of the Industry
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Why Managed Futures Funds Are Ripe for Replication
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication.   Research shows that…
30 November 2023Data Science & AI, Manager Selection, Risk Management, State of the Industry
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Amidst the Noise Expect Critical Action on Transition Finance from COP28
By Andrea Webster - Senior Advisor at SustainFinance, Ersoy Erkazanci - Dubai Correspondent at Bloomberg HT,…
29 November 2023ESG
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Improving Hedged Equity With a Short-Dated Ladder
 By Eric McArdle, Managing Director, Advisor Solutions, Simplify.     Introduction A hedged equity…
27 November 2023Asset Allocation, Risk Management
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Not All Yield-Curve Steepenings Are Alike
By Philipp Burckhardt, Pascal Menges and Florian Ielpo of Lombard Odier.     End-of-cycle periods come and…
25 November 2023Risk Management, State of the Industry
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Hedge Fund Performance Dominates Over Last 5 Years
By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners.   Relative performance of the hedge…
22 November 2023Hedge Funds
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Myth Busting: Alts’ Uncorrelated Returns Diversify Portfolios
By Nicolas Rabener, CAIA, CEO & Founder of Finomial.   SUMMARY Alternatives with lower correlations to…
20 November 2023Asset Allocation, Risk Management, State of the Industry
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Hedged Equity as a Fixed Income Replacement
By Arnim S. Holzer, Global Macro Strategist and William Visconto, Co-Founder, Portfolio Manager at Easterly/…
18 November 2023Asset Allocation, Risk Management, State of the Industry
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Structure Matters: Small-Cap Zingers
By Dan Weiskopf, Toroso portfolio manager and member of its investment committee. He is both the lead ETF…
15 November 2023Manager Selection, Risk Management, State of the Industry
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Was 60/40 a Big Head Fake?
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication…
13 November 2023
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Demystifying Equity Market Neutral Investing
By David Berns, PhD, CIO & Cofounder of Simplify.   Introduction The 60/40 portfolio, the bread-and-…
11 November 2023Hedge Funds, Risk Management, State of the Industry
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Evaluating Hedge Funds Through a Different Lens
By Steven Novakovic, CAIA®, CFA, Managing Director, Curriculum, CAIA Association.   My first exposure to…
09 November 2023Hedge Funds, State of the Industry
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The Short on Shorting Bonds
By Kathryn M. Kaminski, Ph.D., CAIA®, Chief Research Strategist, Portfolio Manager and Jiashu Sun Junior…
05 November 2023Asset Allocation, Risk Management, State of the Industry