Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Aaron Filbeck, CFA, CAIA, CIPM, FDP The last time I saw so many newly minted investment experts on social…
Educational Alpha
By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President at Credit Suisse INTRODUCTION The recent…
Access to Alternatives, Asset Allocation
By Bill Kelly, CAIA Association CEO Seventy years ago this month, ironically, the Supreme Court ruled that…
Educational Alpha
By Aaron Filbeck, CFA, CAIA, CIPM, FDP – Director, Global Content Development at CAIA Association Well…we…
Asset Allocation, Educational Alpha, Hedge Funds, Private Equity, State of the Industry
By John Bowman, CFA This week’s What About Beta column is an excerpt from our open letter to the incoming…
Educational Alpha
By Aaron Filbeck, CFA, CAIA, CIPM We have not been shy in our assessment of the current state of retirement.…
Asset Allocation, Educational Alpha, Manager Selection
By Bill Kelly, CEO, CAIA Association Maybe Howard Marks was right when he wrote about Investing Without…
Educational Alpha, State of the Industry
By Bill Kelly, CAIA Association CEO Benjamin Graham’s mythical Mr. Market remains alive and well. He…
Educational Alpha
By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President – Valuation Risk and Control at Credit Suisse…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry
By Masao Matsuda, CAIA, FRM, Founder, Crossgates Investment and Risk Management One would think hedge…
Hedge Funds, Manager Selection, Risk Management
By Masao Matsuda, CAIA, FRM, Founder, Crossgates Investment and Risk Management In January 2020, the…
Asset Allocation, Risk Management, State of the Industry
John Bowman, CFA, Senior Managing Director at CAIA Association “You’re a kite dancing in a hurricane, Mr.…
Asset Allocation, ESG, Hedge Funds, Private Debt, Private Equity, State of the Industry
By Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development at CAIA Association Building the…
Asset Allocation, ESG, Hedge Funds, Private Equity, State of the Industry
By Aaron Filbeck, CFA, CAIA, CIPM & Hossein Kazemi, PhD, CFA, CAIA Association & CISDM This is a…
Asset Allocation, Hedge Funds, Manager Selection, Risk Management, State of the Industry
By John L. Bowman, CFA This editorial first appeared on Sept. 18 in Crain's Pensions & Investments online…
Asset Allocation, Manager Selection, Private Debt, Private Equity, State of the Industry