Portfolio for the Future

Research, Analysis, and Opinions for Better Investor Outcomes

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By Dan Taylor, CIO, at Man Numeric. Quantitative equity investing is having a bit of a mid-life crisis. Will…
03 August 2021Data Science & AI, Hedge Funds, Risk Management
By John Bowman, CFA, Senior Managing Director at CAIA Association "Of the maxims of orthodox finance, none…
30 July 2021Access to Alternatives, Asset Allocation, Private Debt, Private Equity, Risk Management, State of the Industry, What About Beta?
By Hilary Till  Solich Scholar, J.P. Morgan Center for Commodities, University of Colorado Denver Business…
29 July 2021Asset Allocation, Commodities & Natural Resources
By Christopher Sabo, CFA, Director of Risk Management at LMCG Investments.   Yogi Berra was right about the…
27 July 2021Asset Allocation, Hedge Funds, State of the Industry
By Bill Kelly, CEO, CAIA Association. Whac-a-mole is a carnival game developed in the early 1970’s. Points…
26 July 2021Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry, What About Beta?
By Will Kinlaw and David Turkington at State Street Associates.   When institutional investors allocate to…
25 July 2021Asset Allocation, Risk Management, State of the Industry
By Mike Parsons, Senior Analyst, at Masterworks.io. Art has a long history as a transactable asset, with…
22 July 2021Access to Alternatives, Asset Allocation, Emerging Asset Classes, State of the Industry
By Toby Goodworth, Head of Liquid Markets, at bfinance.   Global deal-making has soared since January, with…
20 July 2021Asset Allocation, Hedge Funds, State of the Industry
Christopher M. Schelling, CAIA, Director of Alternative Investments for Venturi Wealth Management. Alpha…
18 July 2021Asset Allocation, Data Science & AI, Emerging Asset Classes, Manager Selection, State of the Industry, What About Beta?
By Fiona Boal, Head of Commodities & Real Assets and Jim Wiederhold, Associate Director, Commodities…
15 July 2021Asset Allocation, Commodities & Natural Resources, State of the Industry
By Ashby Monk and Dane Rook, Stanford Global Projects Center The idea that “losses loom larger than gains” is…
12 July 2021Risk Management, Private Equity, Manager Selection
By Nicolas Rabener, CAIA, of FactorResearch (@FactorResearch) The insurance policy is one of the game-…
11 July 2021State of the Industry, Risk Management, Hedge Funds, Asset Allocation
By Stephen Hull, CFA, CAIA, Managing Director of Zerobridge Partners Asset Management In the years since the…
08 July 2021Private Debt, Asset Allocation
By Edwin Lee, Alex Lai, Shivanand Kumanan, and Bennett Lee, CFA, CAIA, Velocity Ventures Venture Capital (VC…
06 July 2021Private Equity, Risk Management
By Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development, CAIA Association A machine…
05 July 2021What About Beta?