Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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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
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A Private Equity Liquidity Squeeze By Any Other Name
By Michael Markov, co-founder, and chairman of Markov Processes International, Inc. (“MPI”), a fintech…
Asset Allocation, Hedge Funds, Private Debt, Private Equity, Risk Management
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Farmland Values Are Rising - What’s Driving This Growth?
By Artem Milinchuk, Founder & Head of Strategy of FarmTogether. Land valuations are complex.…
Commodities & Natural Resources, Emerging Asset Classes, Real Estate
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What Can Football Scouts Teach the VC Industry About Risk Management?
By Ros Bazany, Head of ESG and Impact at Antler, a global early-stage venture capital firm.  Key…
Private Equity, State of the Industry
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Exploration of CTA Momentum Strategies Using ETFs
By Margareta Pauchlyová, a PhD candidate at The University of Economics in Bratislava, specializing in…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, Manager Selection, Risk Management, State of the Industry
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What is ‘Build-to-Core’ in Commercial Real Estate?
By Margarita Foster, Senior Commercial Real Estate Editor, Loopnet.  Why Some Investors Build a…
Real Estate, State of the Industry
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10 Reasons Why Marinas Are Great Alternative Investments
By Josh Conley, Chief Operating Officer of New Haven Marinas.  Investing in alternative…
Emerging Asset Classes
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Are Financial Market Indices Actually Diversified?
By Dan diBartolomeo, President and founder of Northfield Information Services, Inc. Based in Boston…
Asset Allocation, Risk Management, State of the Industry
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The US Decarbonization Imperative: Once in a Generation Market Opportunity
By Daniel Cruise, Deputy CEO, Tikehau Capital North America and Sharadiya Dasgupta, Founding…
Emerging Asset Classes, Risk Management