Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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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
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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
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When Adding Is Subtracting
By Michael A. Ervolini, Distinguished Fellow, FactSet Research Systems, Inc.   Behavioral…
Manager Selection
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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
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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
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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
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Beating the Dealer with Passive Alpha
By Ben Macmillan, co-founder and Chief Investment Officer of IDX and Joshua Myers, Director of…
Risk Management
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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
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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
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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
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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
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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
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What Is the Right Risk Measure for Long Term Investors?
By Chen Sui, CFA, Principal Product Manager, Analytics and Trading Solutions at FactSet.  …
Risk Management
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The Surprising Reason It Might Be OK To Give in to Greed and Fear
By Michael Edesess, Ph.D, Managing Partner / Special Advisor at M1K LLC. Sticking to your…
Asset Allocation, Risk Management
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Rise of The Connected Spreadsheet – The “Killer” App For The Modern Data Stack
By Rajeev Dham, Partner, Anders Ranum, Partner, and Aditya Reddy, Associate, at Sapphire Ventures. …
Emerging Asset Classes, Risk Management, State of the Industry