Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Traditional Uses of Commodities in a Diversified Portfolio
By Fiona Boal, Head of Commodities & Real Assets, and Jim Wiederhold, Associate Director,…
Identifying Red Flags in Private Markets Due Diligence
 By Jamie Ebersole, CFA, CFP, CEO, Ebersole Financial, LLC There is no shortage of information out there…
Private Equity, Manager Selection
Liquid Alt Juggernauts: Worth their Salt?
By Nicolas Rabener of FactorResearch (@FactorResearch) INTRODUCTION One of the most perplexing questions in…
Manager Selection, Hedge Funds, Access to Alternatives
Educational Alpha | Learn to Play the Orchestra
By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development at CAIA Association Steve…
Asset Allocation, Educational Alpha, Manager Selection, Risk Management
Performance Persistence: Is It There, and Can It Be Exploited?
By Hossein Kazemi, PhD, CFA, Isenberg School of Management and CAIA Association By the end of 2020, only 0.72…
Hedge Funds, Manager Selection, Private Equity
Will the 2020 SPAC IPOs Boom Continue?
By Wu Guowei Jack, CFA, CAIA, Director, Content APAC, CAIA Association  2020 was a boom year for…
Private Equity, Hedge Funds
A Hot Commodity: Systematic Investing in China
By Giuliana Bordigoni, Adrian Chang, Adi Mackic, Sophie Rossini, and Kate Straker Introduction…
Access to Alternatives, Hedge Funds, State of the Industry
With Tokenization, the Time Has Come for Evergreen Funds
By Richard Johnson, CEO, Texture Capital This post was originally published on Texture Capital's website on…
Private Equity
Investing in NFTs: Why It Matters
By Evan Cohen, Co-Founder, Vincent As investors increasingly expand their portfolios into the world of…
Emerging Asset Classes
Educational Alpha | A Canary Conundrum
By Bill Kelly, CEO, CAIA Association Pity the poor misunderstood canary. It was in the early 1900s in…
Educational Alpha, ESG, Manager Selection
Ignoring Energy Transition Realities, Part I
By Goehring & Rozecwajg We are making a terrible mistake when it comes to future energy policies. In…
ESG
Implementing a Data Strategy for Private Markets
By Ronan Crosson, CFA, Director, Data Strategy & Analytics at Eagle Alpha…
Data Science & AI, Manager Selection, Private Debt, Private Equity
ESG and the Private Markets
This post is an excerpt from the recently published PitchBook Analyst Note: ESG and the Private Markets,…
State of the Industry, Private Equity, ESG
A Comparative Analysis of Chinese Private Debt
This article was originally published by ShoreVest on April 12, 2021. It is a comparative analysis of…
Private Debt
Educational Alpha | The Law of Portfolio Relativity
By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development at CAIA Association One of my…
Access to Alternatives, Asset Allocation, Educational Alpha, Hedge Funds, Infrastructure, Manager Selection, Private Debt, Private Equity, Risk Management, State of the Industry