Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Joachim Klement, Head of Strategy, Accounting, and Sustainability at Liberum Capital.  One…
By Vincent Weber, CEO and Head of Research at Resonanz Capital, an investment advisory firm specializing in…
Hedge Funds, Risk Management
By Al Otero, Portfolio Manager for HAUS, Armada ETF Advisors  Long before the current challenges…
Real Estate
By Beezer Clarkson, Partner at Sapphire Partners, and Evan Tarzian, Associate.  We are frequently…
Manager Selection, Private Equity, Risk Management
By Michael Green, Portfolio Manager and Chief Strategist at Simplify.    This note…
Manager Selection, Risk Management, State of the Industry
By Dominik Cisar, Quant Analyst, Quantpedia. As we have mentioned several times, the best course of…
Commodities & Natural Resources, Risk Management
By Hunter Hopcroft, Managing Director of Portfolio Solutions for Armada ETF Advisors, an ETF issuer focused…
Asset Allocation, Manager Selection, Real Estate, Risk Management, State of the Industry
By Phil Huber, CFA, CFP®,  Head of Portfolio Solutions for Cliffwater, a leading alternative…
Private Debt, Private Equity
By Phil Bak, CAIA, CEO at Armada ETFs. The coolest thing I ever saw as a kid was a dual VCR player. It…
Asset Allocation, Infrastructure, Private Equity, Risk Management, State of the Industry
By Christoph Junge, CAIA, Head of Alternative Investments at Velliv Pension & Livsforsikring A/…
Asset Allocation, Commodities & Natural Resources, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, Risk Management, State of the Industry
By Scott Maidel, CFA, Head of Business Development, and Steve Richey, co-CIO, Head of Convexity Alpha at QVR…
Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
By Larry Kim, Managing Director, Portfolio Consultant at Simplify   IntroductionInvestors…
Asset Allocation, Manager Selection, Risk Management
By Samuel Tessier, CFA, CAIA, RCIC - Investment Advisor at iA Private Wealth Inc. and Regulated Canadian…
Emerging Asset Classes, State of the Industry
By Masao Matsuda, PhD, CAIA, FRM, President and CEO of Crossgates Investment and Risk Management. …
Asset Allocation, Manager Selection, Risk Management, State of the Industry
By Peter van Amson, CFA, Head of Risk Management at Simplify, and John Downing, Founder and Managing Partner…
Asset Allocation, Risk Management, State of the Industry