Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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 By Niels E. Andersen, CFA, CAIA, Consultant, JPES Partners JPES Partners is a specialist…
Private Equity
By John L. Bowman, CFA, President, CAIA Association Transformative technologies largely follow a…
Access to Alternatives, State of the Industry
By John L. Bowman, CFA, Executive Vice President, CAIA Association History is peppered with brand campaigns…
State of the Industry
By John L. Bowman, CFA, Executive Vice President, CAIA Association Part of the DNA of any professional…
Access to Alternatives, State of the Industry
By Gregory C. Beier, Susarb, Sustainability Arbitrage LLC.  OpportunityWe believe that the biggest…
ESG
By William (Bill) J. Kelly, CAIA, the President & CEO of the CAIA Association.   About 30 years…
Asset Allocation, Educational Alpha
By Kari Hayden Pendoley, Founder of Impact Savvy a strategy firm bringing profit and…
ESG
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™, and Claire…
Private Debt
The U.S. Code is the compilation and codification of the federal laws currently in force in the United States…
Educational Alpha
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™ at CAIA…
Access to Alternatives
By Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director and Head of UniFi by CAIA™ at CAIA Association…
Access to Alternatives, Educational Alpha, Emerging Asset Classes, State of the Industry
By Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director at CAIA Association.   A lot happened in the…
Educational Alpha
By Gregory C. Beier, Macro ESG Strategist and Founder of Sustainability Arbitrage LLC.  There…
ESG, Risk Management, State of the Industry
By Andrew Keenan, CAIA, CFA, CBP, Assistant Vice President at Credit Suisse.  INTRODUCTIONOne of…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry
By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association.…
Access to Alternatives, Data Science & AI, Educational Alpha, Emerging Asset Classes, State of the Industry