Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 211 - 225 of 2267
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SBCERA's Recent Outperformance: A Tale of Two Benchmarks
By Brian A. Schroeder, the founder of OCIO Monitor, a specialty consulting firm that provides due…
Risk Management, State of the Industry
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A Credit Hedge You Get Paid to Hold? Understanding Positive Return Expectations for Quality-Junk
By Michael Green, CFA, and David Berns, PhD, CIO & Cofounder of Simplify ETFs.    …
Risk Management, State of the Industry
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What Advisors Need to Know About Cryptocurrencies
By Michael Edesess, Ph.D., Managing Partner / Special Advisor at M1K LLC.   You have all heard…
Access to Alternatives, Asset Allocation, Emerging Asset Classes
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10-Year Treasury Yield: Higher for Longer but Not Forever
By Richard Barkham, Ph.D., Global Chief Economist, Head of Global Research & Head of Americas…
Asset Allocation, Risk Management, State of the Industry
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
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How to Protect Your Equities Against Rising Rates
By Peter van Amson, CFA, Head of Risk Management and David Berns, PhD, CIO & Cofounder of Simplify…
Asset Allocation, Risk Management, State of the Industry
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Financing Food Fast: Take-Aways from COP28
By Elysabeth Alfano, CEO, VegTech™ Invest.   As I write this, still on the ground in Dubai, I am…
ESG, Risk Management
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Alternative Investments During Q3 2023: No Catastrophe in CAT Bonds (to the contrary)
By Christoph Junge, CAIA, Head of Alternative Investments at Velliv; Denmark’s third-largest commercial…
Risk Management, State of the Industry
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Taking Stock: Revisiting Investment Strategies in High Yield
By Conor Fitzell, Sr. CFA, Senior Investment Analyst, and Alec Rapaport, Principal, Sr. Investment Director…
Asset Allocation, Private Debt, Risk Management
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Structure Matters: Active Management Has a Place
By Dan Weiskopf, Toroso portfolio manager and member of its investment committee. He is both…
Manager Selection, Risk Management, State of the Industry
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Frame of Reference: Risk In an Unstable World
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™.   Will the…
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Triadic Differentiation: A New Paradigm for Financial Services Innovation
By Simon Zais, a consultant with Capco specializing in Wealth Management.   Everybody on Earth…
State of the Industry
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Why Managed Futures Funds Are Ripe for Replication
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication.   Research shows…
Data Science & AI, Manager Selection, Risk Management, State of the Industry
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Amidst the Noise Expect Critical Action on Transition Finance from COP28
By Andrea Webster - Senior Advisor at SustainFinance, Ersoy Erkazanci - Dubai Correspondent at…
ESG
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Improving Hedged Equity With a Short-Dated Ladder
 By Eric McArdle, Managing Director, Advisor Solutions, Simplify.     Introduction A…
Asset Allocation, Risk Management