Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDPManaging Director, Global Content Strategy, CAIA Association…
Access to Alternatives, Asset Allocation, Private Debt, Private Equity, State of the Industry
By Massimiliano Saccone, CFA, Founder & CEO, XTAL Strategies In two earlier pieces on this blog (…
Asset Allocation, Private Equity, State of the Industry
By Winston Ma, CFA, Esq., Executive Director of Global Public Investment Funds Forum and Adjunct Professor at…
Data Science & AI, Infrastructure, Risk Management, State of the Industry
 By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC  Marcello…
Access to Alternatives, Asset Allocation, Private Equity, Risk Management, State of the Industry
 Throughout 2025, CAIA is convening eight exclusive leadership roundtables in key financial hubs…
Asset Allocation, Hedge Funds, Infrastructure, Private Debt, Private Equity, State of the Industry
 By David Moreno, CFA, Indexes Manager, EPRA  In recent months, most central banks…
Real Estate, State of the Industry
 By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programming, CAIA Association …
Hedge Funds, Manager Selection, Private Equity, State of the Industry
 By Claire Sawyer, Associate Director of Content Development, CAIA Association  Over the years…
Asset Allocation, Manager Selection, State of the Industry
 By Yannick Laurent, Research Analyst, YLF  The recent unveiling of DeepSeek rattled markets…
Data Science & AI, State of the Industry
 By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC  While…
Educational Alpha, Risk Management, State of the Industry
 By Hilary Wiek, CFA, CAIA, Senior Strategist, PitchBook & Anikka Villegas, Senior Fund…
ESG, State of the Industry
 By Andreas Rothacher, CFA, CAIA Head of Investment Research, Complementa AG & Janick Rensch,…
Asset Allocation, Infrastructure, Manager Selection
 By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC Disruption is…
Educational Alpha, Risk Management, State of the Industry
 By Anikka Villegas, Senior Fund Strategies & Sustainable Investing Analyst, PitchBook &…
ESG, Risk Management, State of the Industry
 By Donald A. Steinbrugge, CFA, Founder & CEO, Agecroft Partners  Each year, Agecroft…
Emerging Asset Classes, ESG, Hedge Funds, State of the Industry