Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 2011 - 2025 of 2260
Asset Managers Need to Ride the Tides
By Diane Harrison While reading "Swimming to Antarctica," the autobiography of Lynne Cox, a a long-distance…
Manager Selection
The Bubble This Time: Oil & Gas Energy Stocks?
Is there a bubble in oil and gas stock prices? And is it now bursting? Those are pertinent questions in the…
Hedge Funds
A Merchant/Academic’s Thoughts about Customizing Risk Models
When does it make sense for an asset manager to customize its risk model? And why? There are, after all, a…
Risk Management
Untangling the web of HFT
In the words of Sir Walter Scott, “Oh, what a tangled web we weave, when first we practice to deceive.” A key…
Access to Alternatives
GFIA Ruminates on Academia and Practice
GFIA’s latest “Research Insights” begins with an essay that describes itself as “ruminative and wide-angled…
Hedge Funds, Asset Allocation
Late September Bombshell from Judge Lamberth
“It’s late September and I really should be getting back to school,” sang Rod Stewart in Maggie Mae.…
Asset Allocation, Access to Alternatives
Footnote 13: Barclays Did ‘Change the Number’
The ongoing exchange of briefs between the New York Attorney General and Barclays in a lawsuit over the HFT…
State of the Industry, Access to Alternatives
Bitcoin Miners: The Hammer and the Butterfly
A federal judge has ruled that a bitcoin mining company based in Overland Park , Kansas, with the wonderful…
Asset Allocation, Access to Alternatives
Not Your Grandfather’s Market: The Evolution of Liquid Alternatives
By Andrew Smith, CAIA Liquid alternative investments have exploded over the past decade. Post 2007-2009…
Access to Alternatives, Asset Allocation
Signs of a Renaissance in Emerging Manager 'Alpha'
By Peter Urbani The recent announcement by CalPERS, the largest pension fund in the world, that it was…
State of the Industry, Manager Selection, Hedge Funds, Asset Allocation
Old-Line Oil and Coal are Techno and Exciting These Days
Uncorrelated LLC has created the Investment LAB (an acronym from “Learn, Apply, Brainstorm”), an initiative…
Private Equity, ESG
What hath CalPERS Wrought? And Why?
CalPERS’ recent announcement that it will close down its hedge fund operation raises a range of obvious and…
State of the Industry
Key Alpha-Oriented Law Firms Merging
Bingham McCutchen LLP, a law firm with fourteen offices around the globe and a substantial hedge fund…
Private Equity, Asset Allocation
Self-Employment Tax – Limited Partners Beware!
By Maury Cartine, CPA, JD, Partner in Charge of Alternative Investment Group Tax, Marcum, LLP The IRS…
Manager Selection
Looking at the Next Generation of Institutional Investing
By Andrew Beer Institutional hedge fund investing is entering a new era. Generation one entailed investing…
State of the Industry, Hedge Funds, Asset Allocation