Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 166 - 180 of 2267
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On the Unintended Consequences of AI and Automation
By Steven Novakovic is the Managing Director, CAIA Curriculum for CAIA Association.  As a young…
Asset Allocation, Emerging Asset Classes, Manager Selection, Risk Management, State of the Industry
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Behavior and Options
By Shawn Gibson CIO, Portfolio Manager & co-Founder of Liquid Strategies, LLC.  EXECUTIVE…
Access to Alternatives, Asset Allocation, Risk Management
Unqualified Investors in Qualified Plans
Educational Alpha: Unqualified Investors in Qualified Plans
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.Retirement plans were once qualified in every…
Educational Alpha
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Alternative Investments During 2023: Money Growing on Trees
By Christoph Junge, CAIA, Head of Alternative Investments at Velliv Pension & Livsforsikring A/…
Asset Allocation, Commodities & Natural Resources, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, State of the Industry
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Can Bond Investors Outperform the Aggregate Bond Index?
By Larry Kim, Managing Director, Portfolio Consultant, Simplify ETFs.   INTRODUCTION With decades of…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
QM cover March 2024
Adapting Horizons: Exploring the Dimensions of Total Portfolio Approach
By John L. Bowman, CFA, President of the CAIA Association.    Since the arrival of Modern…
State of the Industry
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Real Assets: Poised to Excel in 2024
By Marc Dummer, CAIA, CIMA® - Managing Director & Client Portfolio Manager; May Tong, CFA,…
Asset Allocation, Commodities & Natural Resources, Real Estate, State of the Industry
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The Dimensions of Volatility
By Masao Matsuda, PhD, CAIA, FRM, President and CEO of Crossgates Investment and Risk Management.…
Risk Management, State of the Industry
testing TPA
Next is Here: The Rise of Total Portfolio Approach
By John L. Bowman, CFA, President of the CAIA Association.    In 1806, American Frederic…
Access to Alternatives, State of the Industry
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Reflections from the Middle Seat: An Allocator's Journey to Private Capital Advisory
By Rush Harvey, CMT, CAIA, Director of Private Capital Advisory at Raymond James.   I left the limited…
Private Equity
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Demystifying Equity Market Neutral Investing
By David Berns, PhD, CIO & Cofounder of Simplify.   Introduction The 60/40 portfolio, the…
Hedge Funds, Risk Management, State of the Industry
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Farmland During Recessions
By Artem Milinchuk, Founder & Head of Strategy of FarmTogether.     Throughout the…
Commodities & Natural Resources, Real Estate
Educational Alpha Cinnamon IRRadiation
Educational Alpha: Cinnamon IRRadiation
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.   Long before cinnamon became…
Educational Alpha
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Comparative Analysis of NLP Approaches – ChatGPT Edition
By Christopher Kantos, Managing Director and Head of Quantitative Research at Alexandria Technology…
Emerging Asset Classes, Manager Selection, Risk Management, State of the Industry
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Assessing the Insurability of Cannabis Investments: A Due Diligence Checklist
By Isaac Bock, Managing Director and Head of Strategy for AlphaRoot, a cannabis-based insurance…
Emerging Asset Classes