Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 2026 - 2040 of 2262
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
Top 5 Ramifications of CalPERS' Hedge Fund Exodus
By Don Steinbrugge   CalPERS’ announcement to divest of hedge funds has created a significant buzz in…
State of the Industry, Hedge Funds, Asset Allocation
Celent Reports on Equity Crowdfunding
Though Title III of the Jumpstart Our Business Startups Act legalized equity crowdfunding, final regulations…
Private Equity, Access to Alternatives
Hong Kong Shariah-Compliant Launch Sells
Hong Kong launched its first ever Islamic bond September 10. The issuance was a sukuk bond which, again, is…
Asset Allocation
The Skorina Report: Another try at herding Gotham's five-headed fund
By Charles Skorina In July, Scott Evans reported for duty as Chief Investment Officer in New York City's…
State of the Industry
Metamorphosis in HFT: Update with Brad Katsuyama of IEX, Central Figure in 'Flash Boys'
As Gregor Samsa awoke one morning from uneasy dreams he found himself transformed in his bed into a gigantic…
Hedge Funds, Asset Allocation
Exemptions and Pools: CFTC Harmonizes with the JOBS Act
The CFTC’s Division of Swap Dealer and Intermediary Oversight has issued an exemptive letter with regard to…
Hedge Funds
Is Liability Insurance an Estate Asset in Bankruptcy?
A recurrent issue in corporate bankruptcies may have entered the alternative-investment world’s consciousness…
Hedge Funds, Access to Alternatives
Burr XII, Extreme Value, and a Fantasy
“They used a Burr XII extreme value distribution?” “Yeah, that’s what I’ve heard.” “What the heck is that?” “…
State of the Industry, Risk Management, Asset Allocation
Custodians Helping Customers with Securities as Collateral
Sometimes the early material in a report is so boring that even us dedicated expositors can do nothing better…
Risk Management, Infrastructure
Vindicating Austrians: The New ESMA Warning on Risks
The European Securities and Markets Authority recently warned that valuation risks are on the rise on key…
Risk Management
Betting on Vice Doesn’t Really Pan Out
One venerable theory among alpha seekers is that one should bet on “vice,” that is, one ought to invest in…
Risk Management, Hedge Funds, ESG, Asset Allocation
Merger Arb: Getting Your Stick to Where the Puck Will Be
This spring and summer’s excitement over Valeant and Allergan, and the former’s desire to acquire the latter…
Manager Selection, Hedge Funds, Access to Alternatives
Judge Drain: Make That ‘Make Whole” Clause Explicit and Clear
On August 27, the most actively traded corporate debt in the United States was that of a formerly obscure…
Hedge Funds