Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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The Impact of Passive Investing on Short Sellers
By Michael Green, Portfolio Manager and Chief Strategist at Simplify.    This note…
Manager Selection, Risk Management, State of the Industry
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How to Use Exotic Assets to Improve Your Trading Strategy
By Dominik Cisar, Quant Analyst, Quantpedia. As we have mentioned several times, the best course of…
Commodities & Natural Resources, Risk Management
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Making Sense of NAVs
By Hunter Hopcroft, Managing Director of Portfolio Solutions for Armada ETF Advisors, an ETF issuer focused…
Asset Allocation, Manager Selection, Real Estate, Risk Management, State of the Industry
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Apples and IRRanges: Peeling Back the Challenges of Performance Measurement in Private Markets
By Phil Huber, CFA, CFP®,  Head of Portfolio Solutions for Cliffwater, a leading alternative…
Private Debt, Private Equity
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Eroom's Law Technology, Data Center REITs, Moore's Law & the VCR
By Phil Bak, CAIA, CEO at Armada ETFs. The coolest thing I ever saw as a kid was a dual VCR player. It…
Asset Allocation, Infrastructure, Private Equity, Risk Management, State of the Industry
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Can Investors Earn Attractive Yields Without Taking on Extensive Duration or Credit Risk?
By Larry Kim, Managing Director, Portfolio Consultant at Simplify   IntroductionInvestors…
Asset Allocation, Manager Selection, Risk Management
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An Introduction to Carry Strategies
By Peter van Amson, CFA, Head of Risk Management at Simplify, and John Downing, Founder and Managing Partner…
Asset Allocation, Risk Management, State of the Industry
Cultivating Alpha
Educational Alpha: Curate Like Nobody's Watching!
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. Editor’s Note: As a consequence of a kind…
Educational Alpha
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Why Private Debt?
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater. It’s not…
Private Debt, Private Equity
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The Unsurprising Failure of the Largest Hedge Fund in the World
By Michael Edesess, Ph.D., Managing Partner / Special Advisor at M1K LLC.  Few practices in…
Manager Selection, Risk Management, State of the Industry
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How Private Equity Markets Have Historically Weathered Storms
By Ezoza Yakvalkhodjieva of Yieldstreet. Key takeawaysThough the onslaught of COVID-19 related…
Private Equity
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Institutional Embrace of Alternatives Reaches 40% of Assets
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  …
Asset Allocation, Private Debt, Private Equity, Risk Management, State of the Industry
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Returns In Focus - Value Creation Shines in the Lower Middle Market
By Daniel Wilk, Executive Director and Client Portfolio Manager, and Madison Murphy, Associate, Fund…
Private Debt, Private Equity, State of the Industry
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Your Clients Are More Like Institutions Than You Think They Are
By Gary Lin, Managing Director, Head of Global Portfolio Strategy and Solutions, Blue Owl.   …
Asset Allocation, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, Risk Management, State of the Industry
Chocolate Covered Alternatives
Educational Alpha: Chocolate Covered Alternatives
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. Alternative investments are somewhat…
Educational Alpha