Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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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
Systemic Impact and ESG Investing in Smart Cities
What is a smart city? By definition, a smart city is “a city that uses technology and data purposefully to…
State of the Industry, Infrastructure, ESG
Educational Alpha | What Happens When the GameStops?
By Aaron Filbeck, CFA, CAIA, CIPM, FDP The last time I saw so many newly minted investment experts on social…
Educational Alpha
Keeping Digital Assets Stable with Stablecoins
By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President at Credit Suisse INTRODUCTION The recent…
Asset Allocation, Access to Alternatives
Multi-Strategy Hedge Funds: Equity in a Different Shade?
By Nicolas Rabener, CAIA, of FactorResearch (@FactorResearch) INTRODUCTION Investing in hedge funds is…
Hedge Funds
Educational Alpha | Does Anyone Give a Dodd-Graham About Value(s) Anymore?
By Bill Kelly, CAIA Association CEO Seventy years ago this month, ironically, the Supreme Court ruled that…
Educational Alpha