Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 151 - 165 of 2267
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In Defense of Staying Private
By Steven Novakovic is the Managing Director, CAIA Curriculum for CAIA Association.    I’…
Private Equity, State of the Industry
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Is My OCIO Better at Dressing Up Performance Than Generating It?
By Brian A. Schroeder, the founder of OCIO Monitor, a specialty consulting firm that provides due…
Asset Allocation, Risk Management, State of the Industry
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Efficient Credit Hedging With the Quality-Junk Factor
By Michael Green and David Berns, PhD, CIO & Cofounder of Simplify ETFs.   Introduction The…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
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The Secret Sauce to Source Multi-Manager Funds
By Vincent Weber, CEO and Co-founder of Resonanz Capital, a specialized investment advisory firm managing…
Hedge Funds, Manager Selection, Risk Management
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Option Selling Has Become Consensus: Its Impacts
By Steve Richey, co-CIO, Head of Convexity Alpha, and Scott Maidel, CFA, Head of Business Development at QVR…
Asset Allocation, Risk Management, State of the Industry
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An AI Method To Classify Sentences Into 17 SDGs
By Yao Li and Michael Rockinger: HEC Lausanne, Faculty of Business and Economics, University of…
Data Science & AI, ESG
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Long-Term Private Equity Performance: 2000 to 2023
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  …
Private Debt, Private Equity
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Understanding Performance Benchmarking
By Sam Holt, CFA, and Alex Billias, CFA, - Principal and Chief Operating Officer, respectively, - at the…
Private Debt, Private Equity, Risk Management, State of the Industry
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Endowment Performance 2023: You Never See Them Coming
By Charles Skorina, Managing Partner at Charles A. Skorina & Company.   I worried…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
Shot on my iPhone 15
Educational Alpha: A Marathon for Professionalism
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. It was Patriots' Day on April 15 in the…
Educational Alpha
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Investor Demand Trends for Alternative Investment Strategies
By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners.     The…
Hedge Funds, Risk Management
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Now That Rates Have Started to Fall Again
By Joachim Klement, Head of Strategy, Accounting, and Sustainability at Liberum Capital. It has…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
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LPs Push GPs to Tie Fund Fees to Impact Goals
By David Stevenson, a London-based financial writer for PitchBook News, covering private equity.…
Private Equity
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Short Term Trading Using Hedge Fund Data to Estimate Capacity Constraints
By Linus Nilsson, founder of NilssonHedge, a hedge fund database.   Short Term Trading is…
Hedge Funds
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How to Protect a Stock Portfolio During a Bear Market
By Christian H. Mueller-Glissmann, Global Investment Research, at Goldman Sachs.     At a…
Risk Management, State of the Industry