Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Byron Gilliam, Markets Strategist at Blockworks.   “The most important thing [is] trying to find a…
19 March 2022Access to Alternatives, Emerging Asset Classes
Interview with Leonie Kelly, Director, Head of Sustainable Investment Consulting, Ogier Global was recently…
16 March 2022ESG, Risk Management, State of the Industry
By Phil Huber, CFA, CFP®, Chief Investment Officer at Savant Wealth Management.     Watch a recent…
14 March 2022ESG, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate
By Artem Milinchuk, Founder & CEO of FarmTogether.   Last month, discussions from the COP26 Summit…
12 March 2022Commodities & Natural Resources, Data Science & AI, ESG, State of the Industry
By Jo Murphy, Managing Director, Industry Relations, Asia Pacific, CAIA Association. In the wake of the…
10 March 2022Private Debt, Private Equity, State of the Industry
By Jo Murphy, Managing Director, Industry Relations, Asia Pacific, CAIA Association.   Domestic and…
10 March 2022Private Debt, Private Equity
Rush Harvey, CAIA, is Director of Investments at the Texas A&M Foundation.   An Allocator’s…
07 March 2022ESG, Risk Management, State of the Industry
By Aaron Rowlands, Research Editor, and Stanislava Zvolinskaya, Research Analyst, at Cult Wines, a global…
06 March 2022Access to Alternatives, Emerging Asset Classes
By Jason Kirchhoff, CAIA, CFA, CFP, Director with the land investment team at The Summit Agricultural Group…
03 March 2022Commodities & Natural Resources, Risk Management
Ali Hamed, co-founder and partner at Crossbeam Venture Partners and CoVenture Management.   I’ve spent the…
28 February 2022Private Equity
By Joseph S. Bohrer, a manager of multi-billion-dollar endowment, pension fund, and other institutional…
26 February 2022Asset Allocation, Private Equity, State of the Industry
By Derek Radu Smith, MSF, CFO of a stealth blockchain startup, formerly private equity & private credit…
23 February 2022Emerging Asset Classes, State of the Industry
By Brian Chingono, Partner, Director of Quantitative Research & Europe Portfolio Manager at Verdad.  …
22 February 2022Asset Allocation, Manager Selection, Risk Management, State of the Industry
By Richard Wiggins, CAIA, CFA, Managing Editor/Senior Advisor, Portfolio for the FutureTM  We’ve become the…
19 February 2022Asset Allocation, Manager Selection, Risk Management, State of the Industry
By Nic Millikan, CFA, CAIA, Managing Director, Head of Investment Strategy at CAIS.   Investors’ continued…
16 February 2022Access to Alternatives, Emerging Asset Classes, State of the Industry