Portfolio for the Future™

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Challenging Modern Portfolio Theory
By Tony Davidow, CIMA®, president of T. Davidow Consulting. Watch this…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, Hedge Funds, Private Debt, Private Equity, Risk Management, State of the Industry
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What’s “T.I.N.A.” (and Is it Good for Your Portfolio)?
By Sylvia Kwan, Ph.D., CFA, CAIA, is the Chief Investment Officer at Ellevest.     In the…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, ESG, Risk Management, State of the Industry
1
Educational Alpha | A View Through the $WRBY Readers
By William (Bill) J. Kelly, President, and CEO of the CAIA Association.   A View Through the $…
Access to Alternatives, Asset Allocation, Educational Alpha, Private Equity, State of the Industry
Title Photo
Alternative Data for the Morning After – Post Acquisition
By Ronan Crosson, CFA, Director of Data Strategy and Analytics at Eagle Alpha.   This blog is based on…
Data Science & AI, Private Debt, Private Equity, State of the Industry
Title
New Applications of Alternative Data in Private Equity
By Ronan Crosson, CFA, Director of Data Strategy and Analytics at Eagle Alpha.       This…
Data Science & AI, Private Debt, Private Equity, State of the Industry
Electronic Library
Alternative Investments: Due Diligence Red Flags
By Chris Carsley, CFA, CAIA:  Chief Investment Officer & Managing Partner, Kirkland Capital;…
Hedge Funds, Infrastructure, Manager Selection, Private Debt, Private Equity, Real Estate, Risk Management
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Educational Alpha | Ride on the Magic School Bus – Going Small with ESG Data
By Aaron Filbeck, CFA, CAIA, CIPM FDP, Director of Global Content Development at CAIA Association…
Data Science & AI, Educational Alpha, ESG, Private Equity, State of the Industry
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What Happens If You Add Crypto to a 60/40 Portfolio?
By Keith Black, Ph.D., CAIA, CFA, FDP, Managing Director/Program Director of FDP Institute.   While…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
Congress
House Ways and Means Committee Draft Bill Causes Uncertainty for Alternatives Held in IRAs
By Nic Millikan, CFA, CAIA, Managing Director, Head of Investment Strategy at CAIS.   Last week, the…
Asset Allocation, Emerging Asset Classes, State of the Industry
Peak Growth
Are We at Peak Growth?
Are We at Peak Growth? James Cheo, CFA, CAIA, FRM, Managing Director, Chief Investment Officer, Southeast…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, ESG, Risk Management
Hanging Upside Down
A New Way to Trade Bitcoin and Hedge Risk
By Nikolay Zvezdin, CAIA, founder of Alter Securities Exchange (as.exchange), Richard Wiggins, CFA, CAIA,…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
WAB Cover
Educational Alpha | Democratizing Facts Too
By William (Bill) J. Kelly, President and CEO of the CAIA Association.     I spent last…
Access to Alternatives, Asset Allocation, Educational Alpha, Emerging Asset Classes, Manager Selection, Risk Management, State of the Industry
SKi
Are Stock Markets Becoming More Correlated?
By Nicolas Rabener, CAIA, CEO & Founder FactorResearch. INTRODUCTION Globalization is less of a smooth…
Asset Allocation, State of the Industry
Art Gallery
Fine Art Lending: Are Old Masters the New Income Strategy?
In Beyond Wall Street Episode 1, Jan Brzeski of Arixa Capital interviews Alan Snyder of Shinnecock Partners.…
Access to Alternatives, Emerging Asset Classes, Private Debt, State of the Industry
Crypto
Don't Just Buy the Dip - Use DeFi Instruments To Trade Crypto in Bull and Bear Markets
By Jon Queen, CAIA, CFA, is the Business Development Director for Eco-Elta.   The Decentralized…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry