Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 1 - 15 of 2047
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Triadic Differentiation: A New Paradigm for Financial Services Innovation
By Simon Zais, a consultant with Capco specializing in Wealth Management.   Everybody on Earth has had at…
04 December 2023State of the Industry
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Why Managed Futures Funds Are Ripe for Replication
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication.   Research shows that…
30 November 2023Data Science & AI, Manager Selection, Risk Management, State of the Industry
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Amidst the Noise Expect Critical Action on Transition Finance from COP28
By Andrea Webster - Senior Advisor at SustainFinance, Ersoy Erkazanci - Dubai Correspondent at Bloomberg HT,…
29 November 2023ESG
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Improving Hedged Equity With a Short-Dated Ladder
 By Eric McArdle, Managing Director, Advisor Solutions, Simplify.     Introduction A hedged equity…
27 November 2023Asset Allocation, Risk Management
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Not All Yield-Curve Steepenings Are Alike
By Philipp Burckhardt, Pascal Menges and Florian Ielpo of Lombard Odier.     End-of-cycle periods come and…
25 November 2023Risk Management, State of the Industry
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Hedge Fund Performance Dominates Over Last 5 Years
By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners.   Relative performance of the hedge…
22 November 2023Hedge Funds
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Myth Busting: Alts’ Uncorrelated Returns Diversify Portfolios
By Nicolas Rabener, CAIA, CEO & Founder of Finomial.   SUMMARY Alternatives with lower correlations to…
20 November 2023Asset Allocation, Risk Management, State of the Industry
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Hedged Equity as a Fixed Income Replacement
By Arnim S. Holzer, Global Macro Strategist and William Visconto, Co-Founder, Portfolio Manager at Easterly/…
18 November 2023Asset Allocation, Risk Management, State of the Industry
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Structure Matters: Small-Cap Zingers
By Dan Weiskopf, Toroso portfolio manager and member of its investment committee. He is both the lead ETF…
15 November 2023Manager Selection, Risk Management, State of the Industry
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Was 60/40 a Big Head Fake?
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication…
13 November 2023
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Demystifying Equity Market Neutral Investing
By David Berns, PhD, CIO & Cofounder of Simplify.   Introduction The 60/40 portfolio, the bread-and-…
11 November 2023Hedge Funds, Risk Management, State of the Industry
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Evaluating Hedge Funds Through a Different Lens
By Steven Novakovic, CAIA®, CFA, Managing Director, Curriculum, CAIA Association.   My first exposure to…
09 November 2023Hedge Funds, State of the Industry
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The Short on Shorting Bonds
By Kathryn M. Kaminski, Ph.D., CAIA®, Chief Research Strategist, Portfolio Manager and Jiashu Sun Junior…
05 November 2023Asset Allocation, Risk Management, State of the Industry
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The Dilemma of the Global GP!
By Shreekant Daga, CAIA, CFA, FRM, Associate Director and Authorized Signatory for CAIA India LO.  …
04 November 2023Private Equity
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Risky Games: These LP’s Surprising Insights on Private Debt Outlook
Steven Novakovic, CAIA, CFA is the Managing Director, Curriculum, CAIA Association   For the fifth year,…
01 November 2023Private Equity, State of the Industry