Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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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
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Not All Yield-Curve Steepenings Are Alike
By Philipp Burckhardt, Pascal Menges and Florian Ielpo of Lombard Odier.     End-of-cycle…
Risk Management, State of the Industry
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Hedge Fund Performance Dominates Over Last 5 Years
By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners.   Relative performance of the…
Hedge Funds
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Myth Busting: Alts’ Uncorrelated Returns Diversify Portfolios
By Nicolas Rabener, CAIA, CEO & Founder of Finomial.   SUMMARY Alternatives with lower…
Asset Allocation, Risk Management, State of the Industry
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Hedged Equity as a Fixed Income Replacement
By Arnim S. Holzer, Global Macro Strategist and William Visconto, Co-Founder, Portfolio Manager at…
Asset Allocation, Risk Management, State of the Industry
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Structure Matters: Small-Cap Zingers
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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Was 60/40 a Big Head Fake?
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication.…
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Evaluating Hedge Funds Through a Different Lens
By Steven Novakovic, CAIA®, CFA, Managing Director, Curriculum, CAIA Association.   My first exposure…
Hedge Funds, State of the Industry