Portfolio for the Future™

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Educational Alpha | Breaking the Fourth Wall of ESG
By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association…
Educational Alpha, ESG, Risk Management
Axe Capital and Spartan-Ives: The Impact of Prime Broker Relationships
By Hossein Kazemi, PhD, CFA, CAIA Association, FDP Institute, and Isenberg School of Management Introduction…
Hedge Funds
Targeted Strategies for Managing Carbon Risk
“Decarbonizing Everything,” a new study from George Serafeim of Harvard Business School and four executives…
ESG
European Green Deal: Challenges and Opportunities for Listed Real Estate
By Jana Bour, LL.M., EU Policy Manager at the European Public Real Estate Association (EPRA) With the '…
ESG, Real Estate
The Art of Due Diligence, Part II: The Good News for Emerging Managers
By Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association, and Mark S.…
State of the Industry, Risk Management, Manager Selection
Reaching for Yield in Decentralized Finance
By Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association With junk bonds…
Access to Alternatives
Do Private Equity Alternative Vehicles Benefit Some LPs More Than Others?
By Josh Lerner, Jacob H. Schiff Professor of Investment Banking at the Harvard Business School This post…
Private Equity
The Art of Due Diligence, Part I: The Story Beyond the Numbers
By Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association and Mark S.…
Hedge Funds, Manager Selection, Risk Management
Why Lagging Pensions Should Consider Private Debt
By Zack Ellison, CFA, CAIA and Guy Pinkman, CPPT The Worsening Pension Funding…
Private Debt, Private Equity, State of the Industry
Enhancing an Income Portfolio with Factor Design
By Daniel Fang, CFA, CAIA, Lead Portfolio Manager at Emotomy, and Sabrina Bailey, CEO at Emotomy Interest…
Risk Management, Asset Allocation
Educational Alpha | Risk: Going, Going, Gone!
By Bill Kelly, CEO, CAIA Association If you live in the Northern Hemisphere, you might have noticed that the…
Educational Alpha
Hedging Your Bets on Cryptocurrencies
What is the most effective proxy-hedging instrument for the Bitcoin/USD market? A recent study by Dominique…
Access to Alternatives, Emerging Asset Classes, Manager Selection
The Rationale for Investing in Exotic Alternative Investments Today
By Kevin R. Mirabile, CPA, DPS  The current rationale for investing in exotic alternative investments is…
State of the Industry
The VIX Dog That Didn’t Bark
By Rick Roche, CAIA In the story, “The Adventure of Silver Blaze”, Sherlock Holmes solves a mystery in part…
State of the Industry
Improving Time Travel in Long-Term Investing
By Ashby Monk and Dane Rook, Stanford Global Projects Center To succeed at investing, you must master time…
State of the Industry