Portfolio for the Future

Research, Analysis, and Opinions for Better Investor Outcomes

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Are We at Peak Growth? James Cheo, CFA, CAIA, FRM, Managing Director, Chief Investment Officer, Southeast…
23 September 2021Access to Alternatives, Asset Allocation, Emerging Asset Classes, ESG, Risk Management
By Nikolay Zvezdin, CAIA, founder of Alter Securities Exchange (as.exchange), Richard Wiggins, CFA, CAIA,…
21 September 2021Access to Alternatives, Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
By William (Bill) J. Kelly, President and CEO of the CAIA Association.     I spent last week at the SALT…
20 September 2021Access to Alternatives, Asset Allocation, Emerging Asset Classes, Manager Selection, Risk Management, State of the Industry, What About Beta?
By Nicolas Rabener, CAIA, CEO & Founder FactorResearch. INTRODUCTION Globalization is less of a smooth…
19 September 2021Asset Allocation, State of the Industry
By Daniel Rasmussen, Founder and Portfolio Manager at Verdad & Greg Obenshain, Partner and Director of…
16 September 2021Emerging Asset Classes, Private Debt, Private Equity, Risk Management
In Beyond Wall Street Episode 1, Jan Brzeski of Arixa Capital interviews Alan Snyder of Shinnecock Partners.…
15 September 2021Access to Alternatives, Emerging Asset Classes, Private Debt, State of the Industry
By Jon Queen, CAIA, CFA, is the Business Development Director for Eco-Elta.   The Decentralized Finance (…
09 September 2021Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry
By Paola Schaar, an analyst at Clockwork.   As the Venture Capital (VC) ecosystem continues to experience…
07 September 2021Emerging Asset Classes, Manager Selection, Private Equity, State of the Industry
By Michael Edesess, Ph.D.   When I was still in graduate school, I regularly taught courses in statistics…
04 September 2021Asset Allocation, Data Science & AI, Risk Management
Jamie Ebersole, CFA, CFP, is the Founder and CEO of Ebersole Financial LLC.   In our last piece we talked…
02 September 2021Manager Selection, Risk Management
By Joachim Klement, Head of Strategy, Accounting, and Sustainability at Liberum Capital.   People who know…
31 August 2021Asset Allocation, Infrastructure, Private Equity, State of the Industry
By Paul Kamenski and Robert Lam, Co-Heads of Credit at Man Numeric. A comprehensive understanding of the…
26 August 2021Asset Allocation, Manager Selection, Private Debt
By Kai Wu, founder and CIO of Sparkline Capital.   Tail risk hedging is asset allocation on steroids, and…
25 August 2021Asset Allocation, Risk Management
By James Walton, Investment Director, River and Mercantile.     Plan sponsors embarking on an annuity…
22 August 2021Asset Allocation, Risk Management, State of the Industry
By Hossein Kazemi, Ph.D., CFA, Senior Advisor at CAIA Association Watch the…
21 August 2021Asset Allocation, Commodities & Natural Resources, Hedge Funds, Manager Selection, Private Equity