Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Structured Credit: Creditworthy Income Solutions for Investors Facing Rising Rates
By Peter Van Gelderen, Vice President, Senior Portfolio Manager, American Century.   Asset-…
Access to Alternatives, Emerging Asset Classes, Private Debt
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Entering Leveraged Loans? Three Implementation Questions to Answer
By Mathias Neidert, Managing Director, Head of Public Markets and Kunal Chavda Director, Fixed…
Private Debt, Risk Management
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Navigating a Higher-for-Longer Interest Rate Environment
By Nora Pickens, Managing Director of Investments at Mill Creek Capital Advisors.   Fixed income…
Manager Selection, Private Debt, Risk Management, State of the Industry
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The Undermining of ESG Might Be Working, But It’s Ultimately Irrelevant
 By Kari Hayden Pendoley, Founder of Impact Savvy.     Picture the joke: “an…
ESG
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Is India Missing the Sovereign Wealth Fund Trick?
By Shreekant Daga, CAIA, CFA, FRM, Associate Director and Authorized Signatory for CAIA India LO.   In…
Asset Allocation, State of the Industry
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An Explanation of Private Market Fund Fees
By Kunal Shah, Managing Director and Head of Private Markets Research, iCapital.     Preqin…
Private Debt, Private Equity, Risk Management
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Disentangling Diversification
By Anu R. Ganti, Senior Director, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI).…
Asset Allocation, Risk Management, State of the Industry
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Age of Artificial Intelligence - Financial Impact
By Abhi Mathews, CFA, CBV, and Rebecca Spour. Abhi Mathews is a Principal at Minerva Valuations Inc. and…
Data Science & AI
QM Cover Sept18_2023
Bridging the Future: Introducing Quarterly Mark by CAIA Association
By John L. Bowman, CFA, Executive Vice President, CAIA Association Part of the DNA of any professional…
Access to Alternatives, State of the Industry
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0DTE Options Unmasked
By Joe Elmlinger, Head of Client Solutions and Alex DeFeo, Senior Portfolio Manager at Lake Hill.…
Risk Management
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Why We May Be Only in the Early Stages of a Banking Crisis
By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners.     The first half of 2023…
Hedge Funds, Risk Management
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The Fees Are Too Damn High For Most Liquid Alts
By Bob Elliott, Co-Founder, CEO, and CIO of Unlimited, which uses machine learning to create index…
Hedge Funds
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Investment Fund Tokenization for Mass Adoption or Better Distribution?
By Paolo Brignardello, is one of the founders of FundsDLT and covers the Chief Commercial Officer role…
Asset Allocation, Risk Management, State of the Industry
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Alternative Investments During Q2 2023: More Friendly Markets For Nearly All Asset Classes
By Christoph Junge, Head of Alternative Investments at Velliv; Denmark’s third-largest commercial…
Asset Allocation, Manager Selection, State of the Industry
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An Innovative Asset Class for Accessing Residential Real Estate at Scale
By Jeffrey Glass, Hometap CEO and Cofounder.     Residential real estate is playing…
Real Estate