Portfolio for the Future™

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What if Cryptos Succeed Only After the US has Locked Itself Out?
Recent developments in cryptocurrency have brought new currencies and more uncertainty about them and some of…
State of the Industry, Emerging Asset Classes, Asset Allocation, Access to Alternatives
A Harvard Education
By Bill Kelly, CEO, CAIA Association While Harvard the institution is legendary, much less is known about its…
Educational Alpha, State of the Industry, Asset Allocation
Merger Arb: A Dis-economy of Scale 
A new paper in the Journal of Economics and Business presents data on merger arb, and which factors,…
State of the Industry, Hedge Funds
It's Not Cheating for Market Makers to Pay for Order Flow
Larry Tabb, in a piece in the Financial Times, has defended the controversial practice of payment for order…
State of the Industry, Hedge Funds, Asset Allocation
AIMA: Looking at the Canadian Landscape
The Alternative Investment Management Association first opened a branch in Canada in 2003. In recent days,…
State of the Industry, Infrastructure, Hedge Funds, Access to Alternatives
Improve Private Funds, Don’t Do Away with Them
By John L. Bowman, CFA This editorial first appeared on Sept. 18 in Crain's Pensions & Investments online…
State of the Industry, Private Equity, Private Debt, Manager Selection, Asset Allocation
Global Hedge Fund Assets Shrink
According to the latest report from Eurekahedge, the world’s hedge funds recorded a net growth of $3.4…
State of the Industry, Manager Selection, Hedge Funds
Past performance guarantees no future results
Since, as everyone says, “past performance is no guarantee of future results,” a history of close correlation…
State of the Industry, Risk Management, Asset Allocation
Bitcoin Derivatives Behaving Just Like Other Underlying Assets
Bitcoin derivatives act a lot like the derivatives of other asset classes. Two scholars at the University of…
State of the Industry, Risk Management, Hedge Funds, Asset Allocation, Access to Alternatives
Of Colossal Fools and Fossil Fuels
By Bill Kelly, CEO, CAIA Association The saying “fool me once shame on you, fool me twice shame on me” has…
Educational Alpha, State of the Industry, ESG, Asset Allocation
Meet the New Crisis: Looks Like the Old Crisis
Last month saw an extraordinary spike in the interest rates of the repo market—the market that consists of…
State of the Industry, Risk Management, Asset Allocation
The Persistence of the Low-Risk Effect
The “volatility effect,” also known as the “low-risk effect,” is the subject of a new paper from Robeco. The…
State of the Industry, Risk Management, Hedge Funds, Asset Allocation
Divestitures and Carve-outs in the Top Middle Market Deals
Private equity middle market deal-making did well in the first half of 2019, matching the pace of 2018, which…
State of the Industry, Private Equity, Private Debt
Valuation: A New Approach to an Old Financial Tool
Zane Swanson, an accounting professor at the University of Central Oklahoma, has been at work on a…
State of the Industry, Risk Management, Hedge Funds
Low Vol vs Option-Based Strategies
By Nicolas Rabener of FactorResearch (@FactorResearch) INTRODUCTION Some investment products and strategies…
State of the Industry, Risk Management