CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

Buy-side firms are consistently faced with burgeoning volumes of data, necessitating adept management of expansive data extractions, a task fraught with intricacies and considerable costs. Arthur Orts ...

Bank of America Merrill Lynch has added more sustainable, hybrid and high-net-worth choices to its investment advisory program model portfolios. Three new investment managers have been added to the ...

In an environment of high fees for active management strategies and shifting regulatory requirements, many asset owners globally have chosen to manage their investments in-house in order to squeeze ...

A team of researchers from the MIT Sloan School of Management, the Sean M. Healey & AMG Center for ALS at Massachusetts General Hospital (MGH), Questrom School of Business at Boston University, and ...

The endowment investment model, which is widespread among university endowments (hence the name), is often flagged as the best-in-class framework for long-term investors. This is an approach to ...

What is this model and how is it unique? VCaaS is a white-labeled or customized venture model in which an experienced venture capital firm acts as a strategic operator on behalf of a corporate or ...

The lesson that many investors take from the success of David Swensen (see below) is that they can improve their returns by ditching traditional stocks and bonds for alternative investments (see ...

The first foreign trip Joel Holsinger took in 2019 after joining the board of directors at the global health nonprofit PATH convinced him that he needed to do more to raise money for charities. The ...

We must accept finite disappointment, but we must never lose infinite hope.” – Dr. Martin Luther King Jr. Hope is not a strategy, but without hope’s sustenance, a strategy may be meaningless. And as ...