Dmitri Alexeev

Dmitri Alexeev

When AI Gets Creative with Your Portfolio: Understanding Hallucinations in Financial Models

AI Generated Stock Index Returns

AI hallucinations can turn a useful analytical tool into a source of subtle (and costly) errors. In finance, where accuracy underpins every decision, understanding how and why hallucinations happen is not just good practice — it’s essential risk management. To illustrate, we ask AI to generate returns of a broad US stock market index and results are shocking...

Building Resilience: How Family Offices Use Multi-Asset Portfolio Tools to Navigate Uncertainty

Legacy 60/40 portfolios are buckling under the weight of modern market challenges. Low yields, high inflation, and geopolitical uncertainty have driven family offices to rethink their approach to risk and return. Instead, they’re constructing customized, diversified portfolios. Learn how.

Private Credit Is Going Mainstream: What It Means for Alternative Portfolios

Once a niche corner of the alternative investment universe, private credit is now entering the spotlight. With large institutions like Goldman Sachs preparing to roll out private credit strategies into retirement vehicles like 401(k) plans, the asset class is becoming a foundational building block in modern portfolios—not just for institutions, but also for family offices, advisors, and even affluent retail investors. Having the right tools to incorporate this asset class into investor portfolios becomes more important every day.

The CIO’s Shortcut: Practical Uses of Fast Pro Forma Tools for Investment Committees

Investment Committee (IC) meetings are both an opportunity and a pain for Chief Investment Officers (CIOs). This is where a brilliant idea may fall flat on its face due to insufficient clarity or visual perspective. With fast and interactive Proforma Building tool the CIO is no longer pitching a “cool” but abstract idea, but rather presenting a path to portfolio *evolution* with visuals and stats supporting it.

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