Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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 By Dhruv Sharma, PhD, Executive Director, Multi-Asset Research at MSCI  Are client…
Access to Alternatives, Asset Allocation, State of the Industry
 By Fernando Walter Lolo, CAIA The objective of this analysis is to provide a summarized framework…
Emerging Asset Classes, Risk Management, State of the Industry
 By Rohit Yadav, CAIA  Venture is at a true inflection point—not just experiencing a minor…
Asset Allocation, Private Equity, State of the Industry
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDPManaging Director, Global Content Strategy, CAIA…
Asset Allocation, Private Debt, Risk Management, State of the Industry
 By Andreas Rothacher, CFA, CAIA, Head of Investment Research, Complementa AG & Thomas…
Asset Allocation, Risk Management
 By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC While clever…
Risk Management, State of the Industry
  By John L. Bowman, CFA, Chief Executive Officer, CAIA Association At the start of 2025, we…
State of the Industry
 By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director of Global Content Strategy, CAIA…
Access to Alternatives, Asset Allocation, State of the Industry
 By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC  What ails…
Access to Alternatives, State of the Industry
 By Tony Davidow, CIMA®, Senior Alternatives Investment Strategist, Franklin Templeton Institute …
Asset Allocation, Private Debt, State of the Industry
 By Chase A. Kinnison  Growth investors are often seen as pursuing high-valuation companies…
Asset Allocation, Manager Selection, Private Equity
 By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC  The article…
Data Science & AI, Private Equity
 By Marko Papic, Chief Strategist, BCA Research & Author of Geopolitical Alpha  Blaming…
Risk Management, State of the Industry
 Brigette Lumpkins, CAIA, Client Portfolio Manager, Westfuller  All investments have impact.…
ESG, Risk Management, State of the Industry
 By Yannick Laurent, Research Analyst, YLF  The trade war has dominated discourse in the…
Risk Management, State of the Industry