Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

CAIA Blog
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By David Berns, PhD, CIO & Cofounder of Simplify.   Introduction The 60/40 portfolio, the…
Hedge Funds, Risk Management, State of the Industry
By Artem Milinchuk, Founder & Head of Strategy of FarmTogether.     Throughout the…
Commodities & Natural Resources, Real Estate
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.   Long before cinnamon became…
Educational Alpha
By Christopher Kantos, Managing Director and Head of Quantitative Research at Alexandria Technology…
Emerging Asset Classes, Manager Selection, Risk Management, State of the Industry
By Isaac Bock, Managing Director and Head of Strategy for AlphaRoot, a cannabis-based insurance…
Emerging Asset Classes
By Christopher Carrano, Vice President at Venn by Two Sigma.   Key Takeaways Many…
Asset Allocation, Risk Management
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.   A significant milestone for the…
Educational Alpha
By Andrew D. Beer, Co-Founder of DBi, a pioneer in hedge fund replication.     There’s…
Hedge Funds
By Peter Gaffney - Head of Research at Security Token Advisors.   Tokenized Product Distribution…
Access to Alternatives, Emerging Asset Classes
By Allen Sukholitsky, CFA, Chief Investment Officer at Masterworks.   Allocating to art has…
Access to Alternatives, Emerging Asset Classes
By Jeremy Langlois, the CRO of Mirador.     In recent years, investors have shown a…
State of the Industry
By Nicolas Rabener, CAIA, CEO & Founder of Finomial.   SUMMARY Covered call strategies aim to…
Asset Allocation, Manager Selection, Risk Management, State of the Industry
By Peter Gaffney - Head of Research at Security Token Advisors.   Impressive Institutional…
Emerging Asset Classes
By Michael Oliver Weinberg, CFA.    Multiple prominent asset managers, particularly their ‘retail…
Manager Selection, Risk Management, State of the Industry
By Seth Levine, Senior High Yield Credit Analyst & Creator of The Integrating Investor Blog.…
Commodities & Natural Resources, Emerging Asset Classes, Hedge Funds, Infrastructure, Private Debt, Private Equity, Risk Management, State of the Industry