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The 60/40’s Annus Horribilis
By Scott Opsal, CFA, co-Portfolio Manager and the Director of Research & Equities for The Leuthold Group…
Asset Allocation, Risk Management, State of the Industry
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Trend-Following in the Times of Crisis
By Daniela Hanicova, Quant Analyst and Juliana Javorska, Junior Quant Analyst, at Quantpedia.   When…
Asset Allocation, Risk Management, State of the Industry
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Mega Endowment FY 2022 Returns: The Diversifiers Strike Back
By Colin Hatton, Senior Consultant, Endowment and Foundations Team.   Buoyed by fiscal year 2021’s…
Asset Allocation, Risk Management, State of the Industry
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Inflation, Interest Rates and Equity Evaluation
By Dan diBartolomeo, President and founder of Northfield Information Services, Inc. Based in Boston…
Commodities & Natural Resources, Risk Management
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Skewness/Lottery Trading Strategy in Cryptocurrencies
By Paula Tekulová, Junior Quant Analyst, Quantpedia.   A recent spring 2022 crisis in the…
Emerging Asset Classes, Risk Management, State of the Industry
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How Team Diversity Could Improve Fund Performance
By Stephen Lawrence, Senior Investment Strategist for The Vanguard Group.   How Team…
ESG, Manager Selection, Risk Management, State of the Industry
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The Problem with PE's Pyramid Scheme Comparisons
By Leah Hodgson, a financial writer for PitchBook based in London.   For anyone working in…
Private Equity, Risk Management, State of the Industry
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Building Balanced Portfolios for the Long Run
By Peter Shepard, Managing Director, Head of Analytics Research and Product Development MSCI; Grace Qiu…
Asset Allocation, Risk Management, State of the Industry
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The Infinite Downside of True Believing
By Byron Gilliam, Markets Strategist at Blockworks.…
Access to Alternatives, Emerging Asset Classes, State of the Industry
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Educational Alpha: An Adirondack Snare
By William (Bill) J. Kelly, CAIA, the President & CEO of the CAIA Association.     It…
Educational Alpha
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Have Pensions Lost Money on FTX?
By Anthony Randazzo, Executive Director, and Jon Moody, Vice President of Research at the Equable Institute.…
Risk Management, State of the Industry
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If It Don’t Make Dollars, It Don’t Make Sense: Demystifying Interest Rates vs. Valuation for High-Growth SaaS
By Rajeev Dham, Partner, Steve Abbott, Partner, and Andrew Vogeley, Associate, at Sapphire Partners.…
Private Equity, Risk Management, State of the Industry
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Undervalued or Overvalued, Where Do Equities Stand?
By Erik Norland, Executive Director and Senior Economist, CME Group.   AT A GLANCE In 2022,…
Asset Allocation, Risk Management, State of the Industry
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What Will Inflation Mean for Institutional Investors’ Portfolio Designs?
By Matthew Craig, a senior consultant at CoreData Research, an independent research consultancy.…
Asset Allocation, Risk Management
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You Won’t Detect the Next Fraud
By Ted Seides, CFA, the founder of Capital Allocators.     In the fall of 1998, I sat down…
Manager Selection, Risk Management