Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Educational Alpha: Where Are the Customer's [Yachts] Bots?
By William (Bill) J. Kelly, CAIA, the President & CEO of the CAIA Association.     Where…
Educational Alpha
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The Hidden Cost of Covered Call Writing
By Shawn Gibson, CIO & Portfolio Manager, Liquid Strategies LLC/OVLs Overlay Shares.  …
Risk Management, State of the Industry
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The Media Investment Landscape
By Adam Guy Orlebar Garrett, MEng (Oxon), MBA (IUJ), CQF, CAIA, Chief Investment Officer at Hong Kong based…
Access to Alternatives, Emerging Asset Classes
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Exploring Downside Protection Via the Implied Dirt Value
By Chad Braun, Co-Founder & Managing Partner – Fifth Corner, LLC.   The Implied Dirt Value of…
Real Estate
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May Day: SEC's GHG Ruling Is Stalled but Your ESG Team Doesn’t Have To Be
By Kari Hayden Pendoley, Founder of Impact Savvy a strategy firm bringing profit and…
ESG
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ESG: Complex in a Vague Sort of Way
By Mike Sebastian. Mike has served as Chief Investment Officer at Aon, and at fintech firm NextCapital…
ESG
Revenge of Turds new picture
Revenge of the Turds
By Chris Satterthwaite, CFA, Senior Analyst, at Verdad.   Low profitability, high investment stocks…
Risk Management
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Fear, Greed and Residential REITs....Conditions Look Solid for Spring Leasing
By David Auerbach, Managing Director of Armada ETF Advisors, the sub-advisor behind the Residential REIT…
Real Estate
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Are Private Equity Valuations Too High?
By the StepStone Group (Nasdaq: STEP), a global private markets investment firm focused on …
Private Equity, Risk Management, State of the Industry
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The Business Case for ESG: How Evolving Stakeholder Perspectives are Driving Corporate Success
By Marc H. Iyeki, Head of Listings Strategy, Green Impact Exchange.     The Growing…
ESG
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Educational Alpha: American π
By William (Bill) J. Kelly, CAIA, President & CEO of the CAIA Association.   Don McLean,…
Educational Alpha
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The Most Important Charts for 2023
By Jeremy Schwartz, CFA, Global Chief Investment Officer, and Brian Manby, CFA, Associate,…
Asset Allocation, Risk Management, State of the Industry
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Non-Traded REITs: Personality Disorder or Just Misunderstood...
By Alfred C. Otero, Portfolio Manager for HAUS, Armada ETF Advisors.     The marketing of…
Real Estate
Mario - Do you Yield?
Do You Yield?
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™, and Claire…
Private Debt
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The ETF Crusades
By Rodolfo Martell, Ph.D., Head of Portfolio Strategy, of Pluribus Labs LLC, a San Francisco-based systematic…
Manager Selection, Risk Management