Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 1 - 15 of 2270
iStock: 1961324209
Rethinking Portfolio Objectives for Institutional Investors
By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programming, CAIA AssociationIn Innovation…
Asset Allocation, Risk Management, State of the Industry
iStock: 1490620838
The Multi-Period Conundrum of Private Market Performance Metrics
By Massimiliano Saccone, CFA, Founder & CEO, XTAL Strategies One of the useful legacies of the now-…
Asset Allocation, Manager Selection, Private Equity, Risk Management, State of the Industry
iStock: 1315542570
Prototype to Profitability: How Digital Assets Capture Value
By Max Williams, Co-Founder & COO, Runa Digital AssetsCryptocurrency is often used to refer to all 10,000…
Emerging Asset Classes, State of the Industry
iStock: 1461320582
A Quick Pour from Capital Decanted: Multi-Strategy Investment Firms—the Future Convergence of Public and Private Offerings
By Claire Sawyer, Associate Director of Content Development, CAIA Association We know life can get busy…
Access to Alternatives, Asset Allocation, Manager Selection, State of the Industry
iStock: 1653423353
Separating Bargains from Busts: Five Steps to Evaluate Private Equity Secondaries
By Madison Murphy, Associate, FS Investments & Daniel Wilk, CAIA, Executive Director and Client…
Access to Alternatives, Asset Allocation, Manager Selection, Private Equity
iStock: 479663678
An Era's Tour of Private Equity
By Claire Sawyer, Associate Director of Content Development, CAIA Association We know how it goes: you…
iStock: 1344939844
Net Lease & Private Credit: A Complementary Allocation
By Justin Arasin, Head of Capital Formation and Product Development, US Realty Advisors & David…
Asset Allocation, Private Debt, Real Estate
iStock: 1657140256
Alternative Assets for Swiss Pension Funds
By Andreas Rothacher, CFA, CAIA, Head of Investment Research at Complementa AG  Swiss pension fund…
Asset Allocation, Commodities & Natural Resources, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, State of the Industry
iStock: 1657140256
Relative Comparisons in Private Equity: A Cautionary Tale
By Matt Curtolo, CAIAThe world is replete with relative comparison. Certainly, in our social lives, we are…
Asset Allocation, Manager Selection, Private Equity, State of the Industry
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The Layman’s Guide to Volatility Forecasting: Predicting the Future, One Day at a Time
By Anthony Barchetto, CFA, Founder and Chief Executive Officer of Salt Financial, a leading provider of…
Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
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Why Everybody in the Lower 48 Needs an Alaskan Trust
By Morgan D Neff, Senior Vice President and Wealth Management & Trust Director, First National Bank of…
Risk Management, State of the Industry
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When Private Equity Would Be Laughed Out Of The Boardroom
By Shaul Rosten, Equity Analyst, Global Value - Redwheel.  In recent decades, fuelled by lower and…
Private Equity
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When Adding Is Subtracting
By Michael A. Ervolini, Distinguished Fellow, FactSet Research Systems, Inc.   Behavioral…
Manager Selection
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For OCIOs, Returns are not Performance. Be Cautious if Using GIPS to Compare.
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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Breaking Down the “Magic” of Portfolio Diversification
By Blake Curtis of Wilshire Advisors. A common catchphrase used to explain the importance of…
Asset Allocation, Risk Management