Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

Browse by
Search
Browse and search
All Topics
→
←
Displaying 1 - 15 of 2263
iStock: 1657140256
Alternative Assets for Swiss Pension Funds
By Andreas Rothacher, CFA, CAIA, Head of Investment Research at Complementa AG  Swiss pension fund…
Asset Allocation, Commodities & Natural Resources, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, State of the Industry
iStock: 1657140256
Relative Comparisons in Private Equity: A Cautionary Tale
By Matt Curtolo, CAIAThe world is replete with relative comparison. Certainly, in our social lives, we are…
Asset Allocation, Manager Selection, Private Equity, State of the Industry
""
The Layman’s Guide to Volatility Forecasting: Predicting the Future, One Day at a Time
By Anthony Barchetto, CFA, Founder and Chief Executive Officer of Salt Financial, a leading provider of…
Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
""
Why Everybody in the Lower 48 Needs an Alaskan Trust
By Morgan D Neff, Senior Vice President and Wealth Management & Trust Director, First National Bank of…
Risk Management, State of the Industry
""
When Private Equity Would Be Laughed Out Of The Boardroom
By Shaul Rosten, Equity Analyst, Global Value - Redwheel.  In recent decades, fuelled by lower and…
Private Equity
""
When Adding Is Subtracting
By Michael A. Ervolini, Distinguished Fellow, FactSet Research Systems, Inc.   Behavioral…
Manager Selection
""
For OCIOs, Returns are not Performance. Be Cautious if Using GIPS to Compare.
By Brian A. Schroeder, the founder of OCIO Monitor, a specialty consulting firm that provides due…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
""
Breaking Down the “Magic” of Portfolio Diversification
By Blake Curtis of Wilshire Advisors. A common catchphrase used to explain the importance of…
Asset Allocation, Risk Management
""
Holdings-Based vs. Returns-Based Analysis: Deciphering the Best Method for Forecasting Fund Risk Profiles
By Vincent Weber, CEO and Co-founder of Resonanz Capital, a specialized investment advisory firm managing…
Hedge Funds, Manager Selection, Private Debt, Private Equity, Risk Management
""
Beating the Dealer with Passive Alpha
By Ben Macmillan, co-founder and Chief Investment Officer of IDX and Joshua Myers, Director of…
Risk Management
""
Making ESG and Impact Approachable for Venture Capital
By Ros Bazany, Head of ESG and Impact at Antler, a global early-stage venture capital firm.  Antler…
Private Equity
""
Hearts, Minds, and Votes: Where Smarter Wealth Managers Win
By Simon D. Zais, CAIA, Senior Manager, Business Development & Product Strategy, Egan-Jones Proxy…
ESG, Manager Selection, State of the Industry
""
A GAAP In Understanding: Marty Whitman on the Limits of Disclosure
By Hunter Hopcroft, Managing Director of Portfolio Solutions for Armada ETF Advisors, an ETF issuer focused…
Real Estate, Risk Management
""
Hedge Fund Due Diligence With Factor Model Monte Carlo
By Aric Light, Relationship Manager at Merrill Lynch where he advises high net-worth families and…
Hedge Funds, Manager Selection
""
Understanding Interval Funds
By Randy I. Anderson, Ph.D., CRE Chief Executive Officer Griffin Capital Asset Management Company, LLC/Apollo…
Access to Alternatives, Asset Allocation, Manager Selection