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.   Some…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
By Witold Henisz and Engine No. 1. Engine No. 1, which won an against-the-odds board challenge against Exxon…
Manager Selection, Risk Management, State of the Industry
By James Thorne, a senior editor at Pitchbook covering venture capital.   Traditional venture…
Asset Allocation, Private Equity, State of the Industry
By the STANDARDS BOARD FOR ALTERNATIVE INVESTMENTS (SBAI).   Introduction Crypto assets were…
Access to Alternatives, Emerging Asset Classes, Manager Selection, State of the Industry
By Apurv Jain, Founder and CEO MacroXStudio, and William (Bill) J. Kelly, President, and CEO of the CAIA…
Data Science & AI, Risk Management, State of the Industry
By Guillaume Arditti, founder of Belvedere Africa Partners, an Africa-focused strategy and finance…
Private Debt, Private Equity, State of the Industry
 By Rafał Chudy, Chief Forestry Officer at FOROS, and Fred Cubbage, Professor, Department…
Access to Alternatives, Commodities & Natural Resources, Emerging Asset Classes
By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President at Credit Suisse.     INTRODUCTION…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry
By Simon Zais, CAIA is a consultant with Capco specializing in Wealth Management.   Two billion…
Access to Alternatives, Asset Allocation, Emerging Asset Classes
By Alex Botte, CFA, CAIA, Vice President at Two Sigma Advisers LLC.   One way market participants can…
Commodities & Natural Resources, Data Science & AI
By David Donahue, CFA, Partner at Mbuyu Capital Partners, and Michiel Timmerman, Managing…
Asset Allocation, Private Debt, Private Equity, State of the Industry
By Keith Black, Ph.D., CAIA, CFA, FDP, Managing Director/Program Director of FDP Institute.   While…
Emerging Asset Classes, State of the Industry
By Nic Millikan, CFA, CAIA, Managing Director, Head of Investment Strategy at CAIS.   Several weeks…
Access to Alternatives, Emerging Asset Classes, ESG, Infrastructure
In Beyond Wall Street Episode 8, Jan Brzeski of Arixa Capital interviews Tod Trabocco, Director of…
Access to Alternatives, Asset Allocation, Emerging Asset Classes
By Christine Bourron,  Chief Executive Officer and Founder Pi-eX Ltd.      In the next…
Access to Alternatives, Emerging Asset Classes, State of the Industry