Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 196 - 210 of 238
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Private Equity’s Second(ary) Act
By Phil Huber, CFA, CFP, Managing Director and Head of Portfolio Solutions at Cliffwater.  …
Private Debt, Private Equity, Risk Management
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This Is Not Your Millennial’s Real Estate Market
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.  The post-…
Real Estate
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IRR: The Inappropriate Return Ratio
By George Aliferis, CAIA, CEO of Orama a video and audio marketing agency specializing in fintech and the…
Risk Management, State of the Industry
Grant Thornton Sells Stake to Investor Group newspaper headline
Educational Alpha: A Going Concern … MY Opinion Letter.
By William (Bill) J. Kelly, CAIA, CEO, CAIA Association Paul Munter is the chief accountant at the SEC.…
Educational Alpha, Private Equity, 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
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
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
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
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
Educational Alpha
Educational Alpha: BTCUSD: The Nose of a Misunderstood Camel in the Investor Tent
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.   Last week Gary Gensler did what he…
Educational Alpha
Code & Capital: AI, Blockchain, and the Future of Alternative Investments
Code & Capital: AI, Blockchain, and the Future of Alternative Investments
By John L. Bowman, CFA, President, CAIA Association Transformative technologies largely follow a…
Access to Alternatives, State of the Industry
Next is Here: Shaping the Future of the Investment Profession
Next is Here: Shaping the Future of the Investment Profession
By John L. Bowman, CFA, Executive Vice President, CAIA Association History is peppered with brand campaigns…
State of the Industry
QM Cover Sept18_2023
Bridging the Future: Introducing Quarterly Mark by CAIA Association
By John L. Bowman, CFA, Executive Vice President, CAIA Association Part of the DNA of any professional…
Access to Alternatives, State of the Industry
Stock photo ID:587945934
Educational Alpha: Quality Before Quantity
By William (Bill) J. Kelly, CAIA, the President & CEO of the CAIA Association.   About 30 years…
Asset Allocation, Educational Alpha
Co2 Emission Reduction Concept
May Day: SEC's GHG Ruling Is Stalled but Your ESG Team Doesn’t Have To Be
By Kari Hayden Pendoley, Founder of Impact Savvy a strategy firm bringing profit and…
ESG