Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Simon Zais, a consultant with Capco specializing in Wealth Management.   Everybody on Earth has had at…
04 December 2023State of the Industry
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
By Andrea Webster - Senior Advisor at SustainFinance, Ersoy Erkazanci - Dubai Correspondent at Bloomberg HT,…
29 November 2023ESG
 By Eric McArdle, Managing Director, Advisor Solutions, Simplify.     Introduction A hedged equity…
27 November 2023Asset Allocation, Risk Management
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
By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners.   Relative performance of the hedge…
22 November 2023Hedge Funds
By Nicolas Rabener, CAIA, CEO & Founder of Finomial.   SUMMARY Alternatives with lower correlations to…
20 November 2023Asset Allocation, Risk Management, State of the Industry
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
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
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication…
13 November 2023
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
By Steven Novakovic, CAIA®, CFA, Managing Director, Curriculum, CAIA Association.   My first exposure to…
09 November 2023Hedge Funds, State of the Industry
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
By Shreekant Daga, CAIA, CFA, FRM, Associate Director and Authorized Signatory for CAIA India LO.  …
04 November 2023Private Equity
Steven Novakovic, CAIA, CFA is the Managing Director, Curriculum, CAIA Association   For the fifth year,…
01 November 2023Private Equity, State of the Industry