Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Tom Brakke, CFA, principal of tjb research. Tom provides advice to the leaders of investment…
Access to Alternatives, Asset Allocation, Data Science & AI, Emerging Asset Classes, Manager Selection, Risk Management, State of the Industry
By Harsh Singhal, Managing Director, CDPQ.     Despite the news headlines about raging…
Private Debt, Private Equity, State of the Industry
By Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director and Head of UniFi by CAIA™ at CAIA Association…
Access to Alternatives, Educational Alpha, Emerging Asset Classes, State of the Industry
By George Aliferis, CAIA, who runs InvestOrama, a content platform that explores the future of investing…
Asset Allocation, Commodities & Natural Resources, Emerging Asset Classes, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, Risk Management, State of the Industry
By Mike Taggart, Executive Director of the Active Investment Company Alliance (AICA) and both the…
Access to Alternatives, Emerging Asset Classes, State of the Industry
By Cameron Joyce, CFA, SVP, Deputy Head of Research Insights, Preqin.   Preqin’s forecast models…
Access to Alternatives, Emerging Asset Classes, Hedge Funds, Private Debt, Private Equity, State of the Industry
By Byron Gilliam, Markets Strategist at Blockworks.   Tokens Are Not Stocks, Part Deux…
Access to Alternatives, Emerging Asset Classes
By Byron Gilliam, Markets Strategist at Blockworks.     Tokens Are Not Stocks, Part One My…
Access to Alternatives, Emerging Asset Classes
By Larry Swedroe, Chief Research Officer for Buckingham Strategic Wealth and Buckingham Strategic Partners…
Asset Allocation, Risk Management
By Sridhar Sankararaman, Managing Director, Multiple Alternative Asset Management.   If…
Private Debt, Private Equity, State of the Industry
By David O'Brien, CFP, CAIA, Senior Consultant at Asset Strategy.   The Opportunity Zones…
Emerging Asset Classes
By Junaid Ghuari, CIO & Co-Founder · Pareto Technologies, Sean McElrath is a Co-…
Commodities & Natural Resources, Emerging Asset Classes
By Nic Rabener   INTRODUCTION Asset classes seem easy to distinguish at first. For example, stocks…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
By Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director at CAIA Association   Takeaway:…
Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, State of the Industry
By Megumi Kimoto, CAIA, a financial translator for alternative investment professionals.     By…
Manager Selection, State of the Industry