Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Christopher M. Schelling, CAIA®, Director of Alternatives, Venturi Private Wealth.   An…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
By Jack Wu, Senior Director, CapitaLand.   In 2020 VC fundraising in India was at a record $…
Private Debt, Private Equity, Risk Management, State of the Industry
By Ninad Karpe, Partner, l00X.VC   Chess is a game of strategy. At the very start you need…
Private Debt, Private Equity, State of the Industry
By Mark Higgins, CFA, CFP®, an institutional investment consultant with more than ten years of experience…
Commodities & Natural Resources, Risk Management
By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners.   As inflation reached a…
Hedge Funds, Manager Selection
In Beyond Wall Street Episode 16, Jan Brzeski of Arixa Capital interviews Nancy Obler Nancy…
Access to Alternatives, Commodities & Natural Resources, Emerging Asset Classes
By Qayyum Rajan, CFA, is CEO of ESG Analytics - a software platform that uses NLP and alternative data to…
Commodities & Natural Resources, Data Science & AI
By Vik Mittal, Founder and CIO of Meteora Capital. While the recent SEC proposal for new rules pertaining to…
Emerging Asset Classes, Risk Management, State of the Industry
By Satya Bansal, Founder, Blue Ashva Capital. Most family wealth has been created by building and…
Private Debt, Private Equity, State of the Industry
By Kari Hayden Pendoley, Founder of Impact Savvy a strategy firm bringing profit and purpose…
ESG
A review of a paper by William Kinlaw, Mark Kritzman, Sébastien Page, and David Turkington from Alpha…
Asset Allocation, Risk Management, State of the Industry
By Alan Dunne, CEO and founder of Archive Capital. Five strategies for overcoming behavioral biases in…
Manager Selection, Risk Management, State of the Industry
By Sorina Zahan, Ph.D., Founder of Aiperion, an R&D, consulting and technology firm that exists to change…
Asset Allocation, Data Science & AI, Manager Selection, Risk Management, State of the Industry
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