Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 1 - 15 of 1860
By Ehab Hosny, CFA, FRM, CAIA, Research Manager; Brendan Fludder, CFA, Research Manager; and Noah Comen, CFA…
23 November 2022Asset Allocation, Hedge Funds, Manager Selection, Risk Management, State of the Industry
By Hitesh Patel, vice president and co-portfolio manager, and Sean Walker, vice president and ETF regional…
21 November 2022Asset Allocation, Risk Management
By Rick Ratkowski, CFA, Director, Investment Strategies at NISA.   In just eight days, the U.K.’s bond…
19 November 2022Asset Allocation, Risk Management, State of the Industry
By D.E. Shaw. Introduction Over the past decade, after years of remaining relatively tightly clustered,…
16 November 2022Asset Allocation, Risk Management, State of the Industry
By Sudhir Roc-Sennett, Head of Thought Leadership & ESG, Vontobel Quality Growth Boutique.   At this…
14 November 2022ESG
By Ted Seides, CFA, the founder of Capital Allocators.   Once upon a time, Michael Milken catalyzed the…
12 November 2022Asset Allocation, Private Equity, Risk Management, State of the Industry
By Lucie Delzant, Enrica Bruna, and Rémy Estran-Fraioli, PhD of EthiFinance.   Introduction In a context…
09 November 2022ESG, Private Debt
By David Eichhorn, CFA, CEO and Head of Investment Strategies, NISA Investment Advisors, LLC.   In this…
07 November 2022Manager Selection, Risk Management, State of the Industry
By Boris Okuliar, Partner and Co-Head of Global Liquid Credit, Brian Abdelhadi, Partner and Portfolio Manager…
05 November 2022Asset Allocation, Private Debt, Risk Management
By Bhushan Kedar, Director, Fixed Income Research at CRISIL Research.     By crunching spreads, is the…
03 November 2022Asset Allocation, Risk Management
By Arun Natarajan, Founder, Venture Intelligence.   The PEVC industry has emerged as a significant shaper…
02 November 2022Private Debt, Private Equity, State of the Industry
By Chris Zhang, CAIA, senior manager of a technology driven securities company based in Shanghai.   China…
30 October 2022Asset Allocation, Hedge Funds
By TresVista, a global enterprise offering a diversified portfolio of services that enables its clients to…
29 October 2022Private Debt, Private Equity, Risk Management, State of the Industry
By Charles Skorina, Managing Partner at Charles A. Skorina & Company.   "We've long felt that the only…
26 October 2022
By Ihor Dusaniwsky, Head of Predictive Analytics at S3 Partners, a leading financial data marketplace and…
24 October 2022Asset Allocation, Data Science & AI, Risk Management, State of the Industry