Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Last month/year a white paper co-authored by BNY Mellon and the banking consultancy Rule Financial observed…
Hedge Funds
By Diane Harrison It is 2013: a new year, an opportunity to start a fresh YTD performance chart, and a…
Hedge Funds
Rothstein Kass, an auditing and professional services firm with offices in California, Colorado,…
Hedge Funds, Manager Selection, State of the Industry
The two houses of Congress and the President of the United States have amongst them sort-of solved a crisis…
State of the Industry
Anyone whose hunt for alpha turns on mergers and acquisitions among Delaware corporations might want to get a…
Access to Alternatives
By Don Steinbrugge Agecroft Partners predicts that the hedge fund industry will set a new record for assets…
Hedge Funds
By Charles Skorina Peter F. Drucker was a European intellectual, an Austrian who earned a doctorate in…
State of the Industry
Three scholars have recently surveyed the rise since 1976 of aggressive bondholder litigation against…
Hedge Funds
The regulatory authorities around the globe who act these days as if every derivatives transaction ought to…
Access to Alternatives
By Shane Brett A growing trend in hedge fund and asset management over the last few years has been the…
Hedge Funds
A recent working paper from the Bank of England reports on efforts to understand the rise of high-frequency…
Hedge Funds
Wine connoisseurs speak of the terroir of a wine, the specific characteristic that it acquires by virtue of…
Manager Selection, Hedge Funds
How much leverage will you need to move the world, Archimedes? Can you give us a number? Archimedes’ famous…
Access to Alternatives
This, 2012, has been an eventful year for seekers of alpha, their counterparties, and their service providers…
Hedge Funds