Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 91 - 105 of 2267
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A Deeper Dive Into REIT Structures  
By Al Otero, Portfolio Manager for HAUS, Armada ETF Advisors  Long before the current challenges…
Real Estate
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Outperformance: The Power of Power Laws – Which Investments Generate the Greatest Venture Returns: Enterprise or Consumer?
By Beezer Clarkson, Partner at Sapphire Partners, and Evan Tarzian, Associate.  We are frequently…
Manager Selection, Private Equity, Risk Management
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The Impact of Passive Investing on Short Sellers
By Michael Green, Portfolio Manager and Chief Strategist at Simplify.    This note…
Manager Selection, Risk Management, State of the Industry
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How to Use Exotic Assets to Improve Your Trading Strategy
By Dominik Cisar, Quant Analyst, Quantpedia. As we have mentioned several times, the best course of…
Commodities & Natural Resources, Risk Management
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Making Sense of NAVs
By Hunter Hopcroft, Managing Director of Portfolio Solutions for Armada ETF Advisors, an ETF issuer focused…
Asset Allocation, Manager Selection, Real Estate, Risk Management, State of the Industry
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Apples and IRRanges: Peeling Back the Challenges of Performance Measurement in Private Markets
By Phil Huber, CFA, CFP®,  Head of Portfolio Solutions for Cliffwater, a leading alternative…
Private Debt, Private Equity
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Eroom's Law Technology, Data Center REITs, Moore's Law & the VCR
By Phil Bak, CAIA, CEO at Armada ETFs. The coolest thing I ever saw as a kid was a dual VCR player. It…
Asset Allocation, Infrastructure, Private Equity, Risk Management, State of the Industry
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Alternative Investments During the First Half of 2024: Diversify Your Diversifiers
By Christoph Junge, CAIA, Head of Alternative Investments at Velliv Pension & Livsforsikring A/…
Asset Allocation, Commodities & Natural Resources, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, Risk Management, State of the Industry
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"Derivative Income"? "Defensive Equity?" Are You Being Misled?
By Scott Maidel, CFA, Head of Business Development, and Steve Richey, co-CIO, Head of Convexity Alpha at QVR…
Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
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Can Investors Earn Attractive Yields Without Taking on Extensive Duration or Credit Risk?
By Larry Kim, Managing Director, Portfolio Consultant at Simplify   IntroductionInvestors…
Asset Allocation, Manager Selection, Risk Management
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Understanding Investment Migration: An Opportunity for Alternative Investors
By Samuel Tessier, CFA, CAIA, RCIC - Investment Advisor at iA Private Wealth Inc. and Regulated Canadian…
Emerging Asset Classes, State of the Industry
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Implementing the Total Portfolio Approach through Alternative Asset Allocation
By Masao Matsuda, PhD, CAIA, FRM, President and CEO of Crossgates Investment and Risk Management. …
Asset Allocation, Manager Selection, Risk Management, State of the Industry
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An Introduction to Carry Strategies
By Peter van Amson, CFA, Head of Risk Management at Simplify, and John Downing, Founder and Managing Partner…
Asset Allocation, Risk Management, State of the Industry
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Stress Scenarios for Private Capital Fund Portfolios
By Thomas Meyer, Managing Director of SimCorp Luxembourg s.a.r.l. (part of Deutsche Börse Group). …
Asset Allocation, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, Risk Management, State of the Industry
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The Increased Accuracy of GDP Models Raises Some Questions
By Michael Green, Portfolio Manager and Chief Strategist at Simplify.   Editors Comment:…
Asset Allocation, Manager Selection, Risk Management