Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 1 - 15 of 185
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A Liquidity Reckoning: When Access Outpaces Infrastructure
 By Adele Kohler, CFA, Managing Director, Americas, CAIA Association The vehicles designed to…
Private Debt
man questioning gap in a bridge with arrow pointing forward
Private Credit Redemptions, Defaults, and Wrappers, Oh My!
 By Georgina Tzanetos, Director, Content, CAIA Association The headlines have been breathless. The…
Private Debt
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Building an AI Moat: What Professional Education Can Offer That Algorithms Can’t
 By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programs, CAIA Association …
Data Science & AI
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Opening the Gate: A Brief Review of the DOL’s Proposed Rule on Alternatives in 401(k) Plans and Revisiting CAIA’s Position
 By CAIA Association’s Leadership Team On March 30, 2026, the Department of Labor proposed a rule…
State of the Industry
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Capital with a Compass: How the Gulf Is Rewiring Global Private Markets
 By Laura Merlini, CAIA, CIFD, Managing Director, EMEA, CAIA Association Aesop offers a…
Access to Alternatives, Emerging Asset Classes, State of the Industry
IStock Credit: negoworks
From Short-Termism to Stewardship: What APAC Boards Need to Lead in a Geopolitically Fragmented Era
 By Nick Pollard, Managing Director, APAC at CAIA Association In today’s fractured geopolitical…
Asset Allocation, Private Debt, Private Equity
The World Rewired
Listening for the Signals of a Rewired World
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA…
Access to Alternatives, Asset Allocation, Data Science & AI, Manager Selection, Risk Management, State of the Industry
natural gas power plant at sunset
Thermal Renaissance: Why Gas-Fired Generation is Infrastructure Again
 By Aaron Vale, CAIA, CFA, MFin, Global Managing Director, Mexico Infrastructure Partners In recent…
Commodities & Natural Resources, Infrastructure
Bitcoin next to a house
A CAIA Mini Course: A Real Estate Focus on the Crypto Tokenization of Real Assets - Part Two
 By Stylianos Kampakis PhD, CEO, Tesseract Academy In this CAIA mini-course, we introduce the work…
Data Science & AI, Real Estate
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Suffering from Success: How Infrastructure Became Too Big to Ignore
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA…
Infrastructure
chair with bitcoin surrounding it
Cryptos, Stablecoins and Sovereign CBDCs
How should SWFs and Asset Owners rethink crypto assets in 2026?    By Winston Ma, Partner…
Emerging Asset Classes
balance board with cash on left side and blocks that spell "risk" on the right
No Exit, No Problem? How Asset Owners Can Tame Illiquidity Risk
 By Andreas Rothacher, CFA, CAIA Head of Investment Research at Complementa AG & Richard Sanders,…
Private Debt, Private Equity
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Is Quantum Technology the Next Great Alternative Asset?
 By Andre Costa, CAIA and Oswaldo Zapata, PhD As interest in quantum technologies continues to grow…
Asset Allocation, Data Science & AI
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The Continuation Vehicle Boom: Structural Shift or Liquidity Patch?
 By Koen van Mierlo, MSc, LLM, CFA, CAIA, Head of Analysis at Bluemetric Wealth Advisory. A thirst…
Private Debt, Private Equity
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The TPA Roadmap for GPs: From Parts Provider to Chief Problem Solver
 By John L. Bowman, CFA, Chief Executive Officer, CAIA Association If our entire pitch book is…
Private Debt, Private Equity