Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Strategic Portfolio Construction with Private Equity
By Giulio Renzi-Ricci, Senior Investment Strategist, Vanguard   Investor interest in private equity has…
Asset Allocation, Private Equity
Our Commitment to Better Due Diligence in Alts
In a year that’s lacked so much of what makes our global CAIA community special—namely, the in-person…
Manager Selection
How Challenges in Commodity Trade Finance are Creating New Investment Opportunities
By Annie Yung 2020 certainly has had many challenges across markets, and trade finance has been no exception…
Emerging Asset Classes, State of the Industry
European Green Deal: Towards a Zero-Carbon Urban Environment (Part 4)
Part 4: Real Estate Developers: Hostage of Trophy Hunting Investors & Certification Standards? By…
State of the Industry, Real Estate, Infrastructure, ESG, Emerging Asset Classes
What Price Private Equity Returns?
What is the expected return on private equity? Not at the deal level, but in terms of the return on the…
Private Equity
Structured Finance: Unleash the Inefficiency
By Shreekant Daga, CAIA, CFA, FRM What is structured finance? Finance has several theoretical traditional and…
Hedge Funds, State of the Industry
The New Generation of Behavioral Finance
Meir Statman, a professor of finance at Santa Clara University and a consultant to Avantis Investors, has…
Asset Allocation, ESG, Hedge Funds, Risk Management
Measuring the Inflation Risk of Three 'Inflation-Hedges'
By Doris Bao, FRM and Alex Botte, CFA, CAIA, Client Solutions Research team at Two Sigma In our previous post…
Risk Management, Asset Allocation
Growing a Green Decision Tree—Machine Learning and ESG
Assuming that the growth of environmental, social, and governance-based investing is not yet at, but is…
ESG, State of the Industry
Starting Early: The Growing Need for Financial Literacy in the United States
Dr. Greg Filbeck, CFA, FRM, CAIA, CIPM, PRM Investors are increasingly looking toward the private markets as…
Access to Alternatives, Asset Allocation, State of the Industry
Keynes vs. Markowitz 'Thrilla in Portfolia'
By Hossein Kazemi, PhD, CFA, CAIA Association, FDP Institute, and Isenberg School of Management Introduction…
Asset Allocation, Hedge Funds, Risk Management, State of the Industry
What Is the Future of Alternatives?
By Grant Murgatroyd, senior writer EMEA at Preqin Preqin predicts that alternative assets under management…
Asset Allocation, ESG, Hedge Funds, Private Equity, State of the Industry
Educational Alpha | Save (Us All) for Retirement
By Aaron Filbeck, CFA, CAIA, CIPM We have not been shy in our assessment of the current state of retirement.…
Asset Allocation, Educational Alpha, Manager Selection
A Renewal of the Value Factor in Equities
David Blitz, the head of quant research at Robeco, and Robeco researcher Matthias Hanauer have posted a…
Asset Allocation, Risk Management
Markets in the Rear-View Mirror: COVID-19 Collision
By Mike Nigro, Managing Director and Head of Client Solutions Research at Two Sigma and Doris Bao, FRM,…
Asset Allocation, State of the Industry