After suffering massive outflows, Asia’s quant firms are outperforming again, especially in China.| Digital Finance
August 2025 delivered strong performance across most asset classes, led by World Stocks with an impressive +4.12% gain. U.S. Stocks followed with a solid +2.05% return, while U.S. Real Estate posted a strong +2.91% gain for the month.Hedge Funds continued their positive momentum with a +1.51% return in August. Bonds also participated in the rally, gaining +1.15% for the month.Managed Futures posted their strongest month of 2025 with a +1.35% gain in August, marking a notable turnaround from i...| RCM Alternatives
Nonprofit portfolios underperform. A clear investment philosophy may be the key to breaking the cycle.| CFA Institute Enterprising Investor
Alternative investment funds enhance availability and transparency, and family offices are finding them helpful in portfolio design| Canadian Family Offices
“Diversification Limits Returns” Some investors believe that spreading investments across various assets, a practice known as diversification, necessarily reduces potential returns. Let’s examine this belief. Reality: The core purpose of diversification is not to maximize returns but to manage risk. [1][2] However, by mitigating losses during downturns, a diversified portfolio can achieve more consistent growth […] The post Common Diversification Misconceptions appeared first on RCM A...| RCM Alternatives
How over-diversification and redundant active management created a monstrous inefficiency in US public pension investing—at taxpayers’ expense. The post Frankenstein’s Index Fund appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Ray Dalio didn’t just build the world’s biggest hedge fund; he also built a portfolio that retail investors like you and me can actually use. I’m talking about the All-Weather Portfolio — Dalio’s low-drama, sleep-well-at-night strategy that’s delivered 7–8% annual returns for decades without the rollercoaster of a stock-heavy portfolio. This portfolio is simple, and […] The post DIY Ray Dalio Portfolio: How to Build the All Weather Strategy in 2025 appeared first on WallStre...| WallStreetZen
For global investors, the signal is clear: Africa’s moment is here. The only question is, will you be part of building it? The post Private Markets, Public Promise: Africa’s Investment Inflection Point appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Timely insights on portfolio risk, inflation hedging, and market cycles—grounded in financial history and written for investment decision-makers.| CFA Institute Enterprising Investor
Explore red flags in private markets as speculative excess, retail marketing, and valuation risks mount. Lessons from financial history.| CFA Institute Enterprising Investor
Endowments heavily invested in alternatives are falling well behind low-cost indexed portfolios.| CFA Institute Enterprising Investor
This quarter's top reads reveal what's capturing the attention of investment professionals.| CFA Institute Enterprising Investor
This book highlights a cross-section of issues relevant to the current state of alternative investments.| CFA Institute Enterprising Investor
The debate over the inclusion of private investments in 401(k) plans is a hot topic. Are DC plans better off without them?| CFA Institute Enterprising Investor
Financial success depends on disciplined saving and investing, not fancy investment products and high returns.| CFA Institute Enterprising Investor
Investment professionals must carefully consider how shareholder loans and intangible assets influence financial ratios, as these factors materially shape the post-buyout financial landscape.| CFA Institute Enterprising Investor
Hedge funds can serve as legitimate diversifiers, but blind allocation is risky. Traditional risk measures like standard deviation and correlation don’t always capture the full picture.| CFA Institute Enterprising Investor
As the PE landscape evolves, investment professionals must understand how to correctly capture the full picture of a portfolio company’s performance.| CFA Institute Enterprising Investor
The key to embracing risk? Balance prudence with action, preparation with confidence, and strategy with boldness.| CFA Institute Enterprising Investor
As family offices continue to expand, those who understand their complexities will be well-positioned to lead the next era of wealth management.| CFA Institute Enterprising Investor
Skill and alpha are scarce and difficult to obtain in the hedge fund market.| CFA Institute Enterprising Investor
The days of due diligence as a box-checking exercise are over.| CFA Institute Enterprising Investor
Tony Robbins’ latest book, The Holy Grail of Investing, written with Christopher Zook, is a strong sales pitch for investors to move into alternative investments such as private equity, private credit, and venture capital. I decided to give it a chance to challenge my current plans to stay out of alternative investments. The book has some interesting parts, mainly the interviews with several alternative investment managers, but it didn't change my mind.| Michael James on Money
In this dynamic episode of the Derivative podcast, Jeff Malec sits down with Kevin Jamali, Senior Vice President at Farther, for an unfiltered dive into the evolving world of wealth management. What begins as a journey through Jamali's career—from Chicago Board of Trade futures trader to alternative investment strategist—quickly becomes a provocative exploration of how technology and personalized advice are reshaping financial planning.Jamali and Malec dissect the limitations of tradition...| RCM Alternatives
Singapore’s proposal to democratize private markets signals a shift in retail investing—raising opportunities and risks for investors, managers, and regulators.| CFA Institute Enterprising Investor
Search funds stand out as a valuable alternative asset class, offering diversification, alpha potential, and operational upside in underserved markets.| CFA Institute Enterprising Investor
Private credit's accelerated growth raises critical questions about liquidity, transparency, and systemic risk.| CFA Institute Enterprising Investor
Women investors are redefining alternatives with bold leadership, values-driven decisions, and long-term impact.| CFA Institute Enterprising Investor
Oxford professor Ludovic Phalippou challenges the private equity status quo in a candid discussion on performance, transparency, and the future of the industry.| CFA Institute Enterprising Investor
Here’s a curated look at where institutional investing is under strain—and where forward-looking strategies offer paths to improve performance, oversight, and alignment.| CFA Institute Enterprising Investor
Looking for Dataminr stock? It's a private company, but investors can still gain access. Here's how to buy Dataminr stock.| WallStreetZen
Explore how the growing convergence of private equity and private debt is transforming risk dynamics, return strategies, and regulatory concerns across the private capital landscape.| CFA Institute Enterprising Investor
As Ferris Bueller famously said, "Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it."In that spirit, we thought we’d take a minute and look around at this impressive stock market we’re in. The stock market has been absolutely roaring. The S&P 500 is up about 30% this year (+28.07% through December 9th), and has surged more than 75% since the depths of September 2022. How does this spectacular run stack up historically?Breaking Down the NumbersL...| RCM Alternatives
Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge| CFA Institute Enterprising Investor
Insitutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one.”| CFA Institute Enterprising Investor
Rather than running away from illiquidity, investment professionals, investors, and regulators alike should recognize its potential benefits and consider a more balanced approach.| CFA Institute Enterprising Investor
In this year’s spring budget, the Chancellor announced that the way holiday lets are taxed will change, so will that take the shine off the sector? Short-term lets, also known as holiday lets, experienced something of a surge in popularity over recent years, accelerated by the onset of the Covid pandemic. As overseas travel became... Read more »| BuyAssociation Group
AI is exploding. If you're interested in AI investing, this is the post for you. This comprehensive guide includes the best AI stocks, ETFs, and private market investments.| WallStreetZen
Diversifying your portfolio can be a successful strategy for investors, and HMO property investment has become a popular option for many.| BuyAssociation Group