Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Stepping Into Dynamic Asset Allocation
By Chen Sui, CFA, Principal Product Manager, Analytics and Trading Solutions at FactSet.  …
Asset Allocation, Risk Management
Private Markets Go Down Market: A Doughnut Hole In a Doughnut’s Hole?
Private Markets Go Down Market: A Doughnut Hole in a Doughnut’s Hole?
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDPManaging Director, Head of UniFi by CAIA™ at CAIA Association…
Access to Alternatives, Asset Allocation, Private Debt, Risk Management, State of the Industry
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Falling Chandeliers & The Evolution of Risk Management
By Jamie Catherwood, an Associate at O'Shaughnessy Asset Management, and Founder of Investor Amnesia.…
Risk Management, State of the Industry
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“Side-Door” Leverage in Private Equity
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  In…
Private Debt, Private Equity
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How to Build a Systematic Innovation Factor in Stocks
By Margareta Pauchlyová, a PhD candidate at The University of Economics in Bratislava, specializing in…
Asset Allocation, Manager Selection, Risk Management
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3 Ways Metaverse ‘Land’ Acts as Quasi-Commercial Real Estate
By Joe Beeton is the Editor at CoStar Group. LoopNet has narrowed down several broad uses for the…
Emerging Asset Classes, State of the Industry
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Four Questions to Ask When Choosing an SMA Provider
By Natalie Miller, CFA, Director, Investment Strategy, Parametric.  As interest in direct…
Manager Selection
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Paradigm Shifts: Commodification to Personalization
By Jamie Catherwood is an Associate at O'Shaughnessy Asset Management, and Founder of Investor Amnesia.…
Asset Allocation, Risk Management, State of the Industry
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Reducing the Factor Zoo in Bonds
By Joachim Klement, Head of Strategy, Accounting, and Sustainability at Liberum Capital.  Back…
Asset Allocation, Manager Selection, Risk Management
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Private Assets Outperform
By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.  …
Asset Allocation, Private Debt, Risk Management
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A Hedge You Get Paid to Own
By Ken Miller, CFA, Portfolio Manager, and Michael Green, CFA, Portfolio Manager, Chief Strategist at…
Asset Allocation, Risk Management
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The Rise of PIK: A Double-Edged Sword for Private Credit
By Vincent Weber, CEO and Head of Research at Resonanz Capital, an investment advisory firm specializing in…
Asset Allocation, Private Debt, Risk Management, State of the Industry
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Credit Hedging Done Right: CDX Outperforms with Defense
By Jason England, Managing Director, Portfolio Manager at Simplify ETFs.  IntroductionHigh yield…
Asset Allocation, Manager Selection, Risk Management
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Credit Risk Transfer (CRT) Transactions: The Opportunity Behind Safer Banking
By Vincent Weber, CEO and Head of Research at Resonanz Capital, an investment advisory firm specializing in…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
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Compared to Active Managers, It Is Much Harder for OCIOs to Outperform
By Brian A. Schroeder, the founder of OCIO Monitor, a specialty consulting firm that provides due…
Asset Allocation, Manager Selection, Risk Management, State of the Industry