Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Dr. Philip Maymin, Director of Asset Allocation Strategies at Janus Henderson Investors, as well as…
02 June 2023Data Science & AI, Manager Selection
By William (Bill) J. Kelly, CAIA, the President & CEO of the CAIA Association.     Where Are the…
31 May 2023Educational Alpha
By Shawn Gibson, CIO & Portfolio Manager, Liquid Strategies LLC/OVLs Overlay Shares.   Investors…
29 May 2023Risk Management, State of the Industry
By Adam Guy Orlebar Garrett, MEng (Oxon), MBA (IUJ), CQF, CAIA, Chief Investment Officer at Hong Kong based…
27 May 2023Access to Alternatives, Emerging Asset Classes
By Chad Braun, Co-Founder & Managing Partner – Fifth Corner, LLC.   The Implied Dirt Value of a…
24 May 2023Real Estate
By Kari Hayden Pendoley, Founder of Impact Savvy a strategy firm bringing profit and purpose together for its…
23 May 2023ESG
By Mike Sebastian. Mike has served as Chief Investment Officer at Aon, and at fintech firm NextCapital…
20 May 2023ESG
By Chris Satterthwaite, CFA, Senior Analyst, at Verdad.   Low profitability, high investment stocks are on…
17 May 2023Risk Management
By David Auerbach, Managing Director of Armada ETF Advisors, the sub-advisor behind the Residential REIT…
15 May 2023Real Estate
By the StepStone Group (Nasdaq: STEP), a global private markets investment firm focused on providing…
13 May 2023Private Equity, Risk Management, State of the Industry
By Marc H. Iyeki, Head of Listings Strategy, Green Impact Exchange.     The Growing Importance of…
10 May 2023ESG
By William (Bill) J. Kelly, CAIA, President & CEO of the CAIA Association.   Don McLean, singer, and…
08 May 2023Educational Alpha
By Jeremy Schwartz, CFA, Global Chief Investment Officer, and Brian Manby, CFA, Associate, Investment…
08 May 2023Asset Allocation, Risk Management, State of the Industry
By Alfred C. Otero, Portfolio Manager for HAUS, Armada ETF Advisors.     The marketing of non-traded REITs…
06 May 2023Real Estate
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™, and Claire Sawyer…
05 May 2023Private Debt