Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Masters of the Universe, Fortune Tellers, and Fate
By Charles Skorina, Managing Partner at Charles A. Skorina & Company.   "We've long felt…
Down Trend
U.S. Short Covering Is Not Deleveraging
By Ihor Dusaniwsky, Head of Predictive Analytics at S3 Partners, a leading financial data…
Asset Allocation, Data Science & AI, Risk Management, State of the Industry
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3 Ways To Trade The CPI With Options
By Justin Nugent, the option-obsessed writer behind Market Rebellion’s public-facing articles.…
Asset Allocation, Risk Management, State of the Industry
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Get Into the Game: Considerations for Digital Asset Derivatives
By Simon Zais, a consultant with Capco specializing in Wealth Management.   Institutional adoption of…
Access to Alternatives, Emerging Asset Classes
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Digitization in Primary Debt Markets Is a Growth Story For All
By Robert Koller, CEO and Founder at NowCM and Fredrik Creutz, Executive Chairman and Co-…
Access to Alternatives, Emerging Asset Classes, State of the Industry
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Navigating Option Skew: When the Smile Turns into a Smirk
Jason Hill, Senior Vice President, Co-Portfolio Manager and Jimmy Young, CFA, VP, Co-Portfolio…
Asset Allocation, Risk Management
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Enhancing Growth and Income Potential with Convertible Bond ETFs
By Hitesh Patel, CFA, FRM, vice president and co-portfolio manager, and Rene Casis, vice…
Asset Allocation, Risk Management
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Stagflation
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  …
Asset Allocation, Risk Management, State of the Industry
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Crypto Logs: Two Questions on Correlation
By Roxanna Islam, CFA, Associate Director of Research at VettaFi.   While correlations are just…
Emerging Asset Classes, Risk Management, State of the Industry
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Alternatives Are Everything, Everywhere, All at Once!
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™ at CAIA…
Access to Alternatives, Manager Selection, State of the Industry
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What Would the Client Think?
By William (Bill) J. Kelly, President and CEO of the CAIA Association.   “What would the client…
Access to Alternatives, Asset Allocation, State of the Industry
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Liquid Venture Capital
By Kai Wu, founder and CIO of Sparkline Capital.   Executive Summary Venture capital has delivered…
Access to Alternatives, Asset Allocation, State of the Industry
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The Return of the Philips Curve
By Alan Dunne, CEO | Founder of Archive Capital.   Summary The classic trade-off between…
Asset Allocation, Risk Management, State of the Industry
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Higher Education Endowment Results - Reflections on Recent Returns and Outlook for the Future
By Matthew Hoehn, Co-Head of Custom Asset Allocation at TIFF Investment Management.   INTRODUCTION…
Asset Allocation, Risk Management, State of the Industry
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The Same Old Song and Dance
By Michael Oliver Weinberg, CFA.   Though one can debate whether one prefers the Frank Sinatra…
Access to Alternatives, Risk Management, State of the Industry