Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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iStock: 1653423353
Separating Bargains from Busts: Five Steps to Evaluate Private Equity Secondaries
By Madison Murphy, Associate, FS Investments & Daniel Wilk, CAIA, Executive Director and Client…
Access to Alternatives, Asset Allocation, Manager Selection, Private Equity
iStock: 479663678
An Era's Tour of Private Equity
By Claire Sawyer, Associate Director of Content Development, CAIA Association We know how it goes: you…
iStock: 1344939844
Net Lease & Private Credit: A Complementary Allocation
By Justin Arasin, Head of Capital Formation and Product Development, US Realty Advisors & David…
Asset Allocation, Private Debt, Real Estate
iStock: 1657140256
Alternative Assets for Swiss Pension Funds
By Andreas Rothacher, CFA, CAIA, Head of Investment Research at Complementa AG  Swiss pension fund…
Asset Allocation, Commodities & Natural Resources, Hedge Funds, Infrastructure, Private Debt, Private Equity, Real Estate, State of the Industry
iStock: 1657140256
Relative Comparisons in Private Equity: A Cautionary Tale
By Matt Curtolo, CAIAThe world is replete with relative comparison. Certainly, in our social lives, we are…
Asset Allocation, Manager Selection, Private Equity, State of the Industry
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The Layman’s Guide to Volatility Forecasting: Predicting the Future, One Day at a Time
By Anthony Barchetto, CFA, Founder and Chief Executive Officer of Salt Financial, a leading provider of…
Asset Allocation, Emerging Asset Classes, Risk Management, State of the Industry
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Why Everybody in the Lower 48 Needs an Alaskan Trust
By Morgan D Neff, Senior Vice President and Wealth Management & Trust Director, First National Bank of…
Risk Management, State of the Industry
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When Private Equity Would Be Laughed Out Of The Boardroom
By Shaul Rosten, Equity Analyst, Global Value - Redwheel.  In recent decades, fuelled by lower and…
Private Equity
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When Adding Is Subtracting
By Michael A. Ervolini, Distinguished Fellow, FactSet Research Systems, Inc.   Behavioral…
Manager Selection
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For OCIOs, Returns are not Performance. Be Cautious if Using GIPS to Compare.
By Brian A. Schroeder, the founder of OCIO Monitor, a specialty consulting firm that provides due…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
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Breaking Down the “Magic” of Portfolio Diversification
By Blake Curtis of Wilshire Advisors. A common catchphrase used to explain the importance of…
Asset Allocation, Risk Management
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Holdings-Based vs. Returns-Based Analysis: Deciphering the Best Method for Forecasting Fund Risk Profiles
By Vincent Weber, CEO and Co-founder of Resonanz Capital, a specialized investment advisory firm managing…
Hedge Funds, Manager Selection, Private Debt, Private Equity, Risk Management
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Beating the Dealer with Passive Alpha
By Ben Macmillan, co-founder and Chief Investment Officer of IDX and Joshua Myers, Director of…
Risk Management
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Making ESG and Impact Approachable for Venture Capital
By Ros Bazany, Head of ESG and Impact at Antler, a global early-stage venture capital firm.  Antler…
Private Equity
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Hearts, Minds, and Votes: Where Smarter Wealth Managers Win
By Simon D. Zais, CAIA, Senior Manager, Business Development & Product Strategy, Egan-Jones Proxy…
ESG, Manager Selection, State of the Industry