Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Nicolas Rabener of FactorResearch (@FactorResearch) INTRODUCTION The mafia and the hedge fund industry…
State of the Industry, Hedge Funds, Asset Allocation, Access to Alternatives
Intralinks has put out its predictions for mergers and acquisitions activity through the remainder of this…
State of the Industry, Private Equity, Private Debt, Hedge Funds
A recent study by two scholars at the University of California Irvine asks how quickly investors learn about…
State of the Industry, Manager Selection, Hedge Funds
David Stevenson, a US District Court Judge for the Northern District of Texas, has presented his analysis of…
State of the Industry, Private Equity, Private Debt, Hedge Funds, Asset Allocation, Access to Alternatives
Which options do hedge funds employ in their portfolios? A recent paper concludes that hedge funds as a…
State of the Industry, Hedge Funds
Diane Merritt, of the Closed-End Fund Association (CEF) spoke recently with Axel Merk, of Merk Investments,…
State of the Industry, Asset Allocation
Shakespeare’s Juliet once famously asked “what’s in a name?” If you know the play, she was talking about…
Asset Allocation, State of the Industry, Educational Alpha
Global hedge fund assets under management have stayed close to flat for months now. That’s one of the points…
State of the Industry, Hedge Funds
Milind Sharma and Aravind Ganesan have developed what they call the QMIT Leveraged Buyout Model—a trading…
State of the Industry, Risk Management, Hedge Funds, Asset Allocation
Equity rounds of VC-backed investment in the financial technology sector retreated in the second quarter of…
State of the Industry, Private Equity
A new study from Nuveen looks at how to assess properly the value of real estate and farmland. There are four…
State of the Industry, Real Estate
Liquidity vanishes when you need it most. That isn’t an especially original observation. It’s like saying…
State of the Industry, Risk Management, Hedge Funds
A new paper looks at how hedge funds adjust their information acquisition and trading behavior as analyst…
State of the Industry, Risk Management, Hedge Funds, Asset Allocation
Less than a year ago, Thomson Reuters sold a majority interest in its financial and risk product portfolio, a…
State of the Industry, Hedge Funds
By Nicolas Rabener of FactorResearch (@FactorResearch) INTRODUCTION When pitching an investment product with…
State of the Industry, Hedge Funds, Asset Allocation, Access to Alternatives