Topic

Asset Allocation

Browse by
Search
Browse and search
All Topics
→
←
Displaying 196 - 210 of 846
Enhancing an Income Portfolio with Factor Design
By Daniel Fang, CFA, CAIA, Lead Portfolio Manager at Emotomy, and Sabrina Bailey, CEO at Emotomy Interest…
Risk Management, Asset Allocation
Keeping Digital Assets Stable with Stablecoins
By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President at Credit Suisse INTRODUCTION The recent…
Asset Allocation, Access to Alternatives
Strategic Note: Improved Smile-Implied Hedging
A recent paper by two Canadian scholars looks to improve on the art of smile-implied option replication.…
Asset Allocation, Risk Management
The New ESG Guardians: Sovereign Investment Funds to Shape the Future Digital Economy
By Winston Ma, CFA, Esq., Adjunct Professor, NYU School of Law Who holds the power in financial…
Asset Allocation, ESG, Private Equity, Risk Management, State of the Industry
Private Equity and the Leverage Myth
By William Kinlaw, CFA This article offers commentary and highlights from “Private Equity and the Leverage…
Asset Allocation, Private Debt, Private Equity
Educational Alpha | Finally, Hindsight Is 2020
By Aaron Filbeck, CFA, CAIA, CIPM, FDP – Director, Global Content Development at CAIA Association Well…we…
Asset Allocation, Educational Alpha, Hedge Funds, Private Equity, State of the Industry
Why STOs are Not ICOs
Security token offerings are not initial coin offerings. Three scholars affiliated with Erasmus University in…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry
Using ESG as a Risk Management Tool
In the first half of 2020, a period dominated by the spread of the Covid-19 virus and by the shut-down of…
Asset Allocation, ESG, Risk Management, State of the Industry
Strategic Portfolio Construction with Private Equity
By Giulio Renzi-Ricci, Senior Investment Strategist, Vanguard   Investor interest in private equity has…
Asset Allocation, Private Equity
The New Generation of Behavioral Finance
Meir Statman, a professor of finance at Santa Clara University and a consultant to Avantis Investors, has…
Asset Allocation, ESG, Hedge Funds, Risk Management
Measuring the Inflation Risk of Three 'Inflation-Hedges'
By Doris Bao, FRM and Alex Botte, CFA, CAIA, Client Solutions Research team at Two Sigma In our previous post…
Risk Management, Asset Allocation
Starting Early: The Growing Need for Financial Literacy in the United States
Dr. Greg Filbeck, CFA, FRM, CAIA, CIPM, PRM Investors are increasingly looking toward the private markets as…
Access to Alternatives, Asset Allocation, State of the Industry
Keynes vs. Markowitz 'Thrilla in Portfolia'
By Hossein Kazemi, PhD, CFA, CAIA Association, FDP Institute, and Isenberg School of Management Introduction…
Asset Allocation, Hedge Funds, Risk Management, State of the Industry
What Is the Future of Alternatives?
By Grant Murgatroyd, senior writer EMEA at Preqin Preqin predicts that alternative assets under management…
Asset Allocation, ESG, Hedge Funds, Private Equity, State of the Industry
Educational Alpha | Save (Us All) for Retirement
By Aaron Filbeck, CFA, CAIA, CIPM We have not been shy in our assessment of the current state of retirement.…
Asset Allocation, Educational Alpha, Manager Selection