Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Ben Macmillan, co-founder and Chief Investment Officer of IDX.    The Original…
Asset Allocation, Emerging Asset Classes, State of the Industry
By Vincent Weber, CEO and Head of Research at Resonanz Capital, an investment advisory firm specializing in…
ESG, Hedge Funds, Manager Selection
By Darob Malek-Madani, Head of Research and Analysis, and Jeffrey Kanne, President and CEO of…
Real Estate, Risk Management
By Ben Miller, Fundrise.  Technology radically transformed investing in the public markets,…
Access to Alternatives, Emerging Asset Classes, Real Estate
By Tim Pickering – CIO and Founder; Brennan Basnicki, CFA, CAIA, CMT, SCR – Director and Product…
ESG
By Sam Bowman. If your business works with tight profit margins, you need to take advantage of tech and…
Risk Management, State of the Industry
By Sloane Ortel, Founder and Chief Investment Officer of Ethical Capital.   Larry Siegel…
Risk Management, State of the Industry
By Joachim Klement, Head of Strategy, Accounting, and Sustainability at Liberum Capital. In a smart…
Manager Selection, Risk Management
By CJ Follini, Managing Principal of NOYACK Logistics Income REIT (NLI), a fast-growing alternative…
Infrastructure, Real Estate
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  …
Private Debt, Private Equity
By Richard Bookstaber, Ph.D., co-founder and Head of Risk at Fabric.  If you're hedging using…
Risk Management, State of the Industry
By Shounak Bagchi is the ESG Engagement Manager for Cartica Management.   The volume of…
ESG, Risk Management, State of the Industry
By Joe Elmlinger, Head of Client Solutions, and Alex DeFeo, Senior Portfolio Manager at Lake Hill.…
Risk Management
By Josh Conley, Chief Operating Officer of New Haven Marinas. During these financially volatile…
Emerging Asset Classes
By Sara Wensley, Director, Growth and Marketing of FarmTogether.  As investors seek to…
Access to Alternatives, Commodities & Natural Resources, Real Estate