Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 106 - 120 of 149
Crossing the Threshold: Forging Alliances and Asking the Right Questions
Crossing the Threshold: Forging Alliances and Asking the Right Questions
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. In this blog…
Access to Alternatives, State of the Industry
Crossing the Threshold Building World Order Sandy Blog 2024
Crossing the Threshold: World Building In a New Saga
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.  I…
Access to Alternatives, State of the Industry
Crossing Blog
Crossing the Threshold: The Second Wave of Democratization in Wealth Management
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. I love action…
Access to Alternatives, State of the Industry
Quarterly Mark Summer 2024
Estate of the Union: Trends in Alts and the Family Office
By John L. Bowman, CFA, President, CAIA Association The fragmented and secretive world of family offices…
Access to Alternatives, State of the Industry
Grant Thornton Sells Stake to Investor Group newspaper headline
Educational Alpha: A Going Concern … MY Opinion Letter.
By William (Bill) J. Kelly, CAIA, CEO, CAIA Association Paul Munter is the chief accountant at the SEC.…
Educational Alpha, Private Equity, Risk Management, State of the Industry
Shot on my iPhone 15
Educational Alpha: A Marathon for Professionalism
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. It was Patriots' Day on April 15 in the…
Educational Alpha
Unqualified Investors in Qualified Plans
Educational Alpha: Unqualified Investors in Qualified Plans
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.Retirement plans were once qualified in every…
Educational Alpha
QM cover March 2024
Adapting Horizons: Exploring the Dimensions of Total Portfolio Approach
By John L. Bowman, CFA, President of the CAIA Association.    Since the arrival of Modern…
State of the Industry
testing TPA
Next is Here: The Rise of Total Portfolio Approach
By John L. Bowman, CFA, President of the CAIA Association.    In 1806, American Frederic…
Access to Alternatives, State of the Industry
Educational Alpha Cinnamon IRRadiation
Educational Alpha: Cinnamon IRRadiation
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.   Long before cinnamon became…
Educational Alpha
Educational Alpha
Educational Alpha: BTCUSD: The Nose of a Misunderstood Camel in the Investor Tent
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.   Last week Gary Gensler did what he…
Educational Alpha
Code & Capital: AI, Blockchain, and the Future of Alternative Investments
Code & Capital: AI, Blockchain, and the Future of Alternative Investments
By John L. Bowman, CFA, President, CAIA Association Transformative technologies largely follow a…
Access to Alternatives, State of the Industry
Next is Here: Shaping the Future of the Investment Profession
Next is Here: Shaping the Future of the Investment Profession
By John L. Bowman, CFA, Executive Vice President, CAIA Association History is peppered with brand campaigns…
State of the Industry
QM Cover Sept18_2023
Bridging the Future: Introducing Quarterly Mark by CAIA Association
By John L. Bowman, CFA, Executive Vice President, CAIA Association Part of the DNA of any professional…
Access to Alternatives, State of the Industry
Stock photo ID:587945934
Educational Alpha: Quality Before Quantity
By William (Bill) J. Kelly, CAIA, the President & CEO of the CAIA Association.   About 30 years…
Asset Allocation, Educational Alpha