Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

Browse by
Displaying 1441 - 1455 of 2267
An increase in total buy-out investments proved a big factor in the growth through 2016 of the private equity…
Private Equity
Late last year a California state court found that the plaintiffs in a class action suit stated a cause of…
State of the Industry, Access to Alternatives
A little over a year ago, the Bank for International Settlements announced its 11th Triennial Central Bank…
Asset Allocation
In a recent paper Mark Shore, of Shore Capital Management, has discussed overlaying of strategies in managed…
Manager Selection, Risk Management
ETF Securities (US) LLC, a New York-based asset manager and manufacturer of ETP’s (Exchange Traded Products…
Asset Allocation
This is the first of a series of articles on smart beta. By Scott Opsal, The Leuthold Group Understanding…
Asset Allocation, State of the Industry
Mark Shore, chief research officer of Shore Capital Research, and an adjunct professor at DePaul University,…
State of the Industry, ESG, Emerging Asset Classes
Ever since the 1930s, scholars have discussed the “agency problem” built into the structure of publicly owned…
Asset Allocation, Risk Management
Preqin’s review of the hedge fund space in the first quarter of 2017 describes the quarter as a time of “…
State of the Industry, Manager Selection, Hedge Funds
Sarah Bernstein, of the Pension Consulting Alliance, has prepared a discussion paper for the benefit of the…
State of the Industry, ESG
It is clear by now to even the most hardened skeptic that cryptocurrency, the class of assets of which…
Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry
By Diane Harrison The mindset of “I’m OK, you’re OK” endorsed by today’s progressive parents who aim to…
A recent report from the PEW charitable trusts discusses the degree to which the pension funds of the states…
State of the Industry, Asset Allocation
It’s an old debate: does socially responsible investing under its variations (including “impact investing”)…
State of the Industry, ESG
Highquest Partners and a product strategist for timber and agriculture at GMO LLC (Julie Koeninger) have…