Practical analysis for investment professionals

Alternative Investments


Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

Times Change: The Era of the Private Equity Denominator Effect

How can investors address the denominator effect in private equities?

Venture Capital: Lessons from the Dot-Com Days

Start-up valuations have yet to fully reflect the market's ongoing downdraft. The correction could prove as protracted as that of the dot-com crash. 

2024 US Wealth Management Outlook: In with Alternatives?

The instability and uncertainty of recent years demonstrate how vital it is to look beyond traditional securities and embrace a flexible mindset.

Mergers and Acquisitions in 2024: Headwinds to Tailwinds?

With wide spreads, an improved playbook for assessing deal risk, and the potential for more M&A activity to materialize, 2024 could be a strong year for merger arbitrage performance. 

The Unspoken Conflict of Interest at the Heart of Investment Consulting

While investment consultants may claim their advice is conflict-free — and their clients may believe them — it is often heavily biased by the investment consultants' own self-interest.

Climate Risk and the Future of US Commercial Real Estate

Climate risks and the CRE loan market have many points of intersection that spotlight the urgent need for community and regional banks to recalibrate their risk assessment frameworks.

The 60/40 Portfolio Needs an Alts Infusion

How can investors supplement the traditional 60/40 stock/bond portfolio with allocations to alternatives?

Private Equity: Five Lessons from the Global Financial Crisis

If a recession comes, how can the lessons of the global financial crisis (GFC) inform private equity practitioners?

Research and Policy Center Three Most Popular Articles of 2023: Data and Technology

Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.



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