Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 136 - 150 of 185
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
iStock-515262452
Pushups For Your Re-Ups - Increase Your Chances for New Commitments and Flows 
 By Niels E. Andersen, CFA, CAIA, Consultant, JPES Partners JPES Partners is a specialist…
Private Equity
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
iStock-1389083255
Sustainability Arbitrage is the Winning Strategy for ESG (or How to Make Your Hedge Fund an Impact Fund)
By Gregory C. Beier, Susarb, Sustainability Arbitrage LLC.  OpportunityWe believe that the biggest…
ESG
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
Co2 Emission Reduction Concept
May Day: SEC's GHG Ruling Is Stalled but Your ESG Team Doesn’t Have To Be
By Kari Hayden Pendoley, Founder of Impact Savvy a strategy firm bringing profit and…
ESG
Mario - Do you Yield?
Do You Yield?
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™, and Claire…
Private Debt
Edu Alpha Pug
Educational Alpha: A House of Cards
The U.S. Code is the compilation and codification of the federal laws currently in force in the United States…
Educational Alpha
IWM Part One AF blog
Nailing Alternative Investment Portfolio Construction: Part I
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™ at CAIA…
Access to Alternatives