Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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The VC and PE Markets in Canada
The Canadian Venture Capital and Private Equity Association (CVCA) has posted what it calls an “overview” of…
Private Equity
Finance Theory, Listed Equities, and Liquidity
A recent paper from Robeco discusses whether a liquidity premium exists in the stock market. The authors,…
Asset Allocation, Risk Management
THE ART OF IMPROVING INVESTOR RELATIONS
By Diane Harrison Merriam-Webster defines a debate as ‘a regulated discussion of a proposition between two…
State of the Industry
The PE Lifecycle Can Be Audited by Blockchain
On March 19, Northern Trust announced that it has enhanced its blockchain technology for private equity to…
State of the Industry, Emerging Asset Classes, Access to Alternatives
So Much March Madness
By Bill Kelly, CEO, CAIA Association What can the NCAA basketball tournament tell you about your investment…
Educational Alpha
Why Treasury Professionals are Building Cash Reserves
The Association of Finance Professionals recently disclosed, via its Corporate Cash Indicators, that U.S.…
Risk Management
Where do chief investment officers come from?
By Charles Skorina Every year there are about 50 to 100 US nonprofit (tax-exempt) and family office CIO…
State of the Industry
What Makes Big Data So … Big?
The term “big data” has become a cliché. One has to remind one's self that it is a somewhat ill-fitting label…
Asset Allocation
Central Europe as seen by private equity managers
Deloitte has recently posted the results of its survey of how private equity managers see central Europe. A…
Private Equity
Trust But Clarify
By Bill Kelly, CAIA Association CEO What’s going on here? Wasn’t it just a few short weeks ago that the SEC…
Educational Alpha
The Quants, the Algorithms, and the Performance
A new paper by J.B. Heaton, forthcoming in the Journal of Financial Transformation, offers a skeptical view…
Asset Allocation, Hedge Funds, Manager Selection
Reducing Dependence on (L)IBOR
A creation of the mid-1980s, the London Interbank Offered rate (LIBOR) became immensely influential over the…
Risk Management, Asset Allocation
SCOTUS Decision Regarding Distressed Assets, Safe Harbors & Clawbacks
The U.S. Supreme Court decision in Merit Management v. FTI Consulting may prove important to distressed asset…
Asset Allocation
Does Strong Economic Growth Equate to High Factor Returns?
By Nicolas Rabener, CAIA, Factor Research EQUITY FACTORS & REAL GDP GROWTH Summary: Economic cycles…
State of the Industry
Irrational Dissonance
By Bill Kelly, CEO, CAIA Association Friday was March 9 and not a lot of discussion was had about the infamy…
Educational Alpha