Category: Equities

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.

6 August 2025 |
 Dmitri Alexeev

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.

28 July 2025 |
 Dmitri Alexeev

Private Equity in 401(k) Plans: Innovation or Illusion?

A 2020 U.S. Department of Labor guidance (under the Trump administration) gave 401(k) plan fiduciaries a green light to include private equity exposure in diversified vehicles like target-date funds (TDFs) or balanced funds. But there is more to having a new asset class in your 401k than simply allowing it to be included.

21 July 2025 |
 Dmitri Alexeev

Are Republican or Democrat Presidents better for the stock market?

Is US President’s party affiliation a driving factor for stock market? We take a look using new Market Environment analysis tool in AlphaBot.

S&P 500 with Republican presidents highlighted
27 January 2025 |
 Dmitri Alexeev

Goldman Sachs Hedge Fund VIP ETF 2022 Review

Are hedge funds good at picking their favorite long positions? We review GVIP ETF performance for 2022 to find the answer.

7 February 2023 |
 Dmitri Alexeev

Goldman Sachs Hedge Industry VIP ETF Update

Can long-only strategies based on 13-F filings outperform the market? We follow up with tracking GS GVIP ETF over recent months

6 September 2022 |
 Dmitri Alexeev

Goldman Sachs Hedge Industry VIP ETF Update

Can long-only strategies based on 13-F filings outperform the market? We take another look after our original analysis in November 2021.

16 February 2022 |
 Dmitri Alexeev

Goldman Sachs Hedge Fund Industry VIP ETF Outperforming Since Pandemic

Can long-only strategies based on 13-F filings outperform the market? We are taking a closer look at one ETF that tries to do just that.

8 November 2021 |
 Dmitri Alexeev

Managed Futures Q3 Performance Review

2021 is a year when many people have begun to enjoy a return to something like ‘normal’ life after the difficulties of 2020. And it certainly appeared like that for a while in financial markets – until recently – as many sectors bounced back and hedge fund strategies did well.

26 October 2021 |
 Dmitri Alexeev

Managed Futures Outperform In The Fourth Quarter Of A U.S. Election Year

It appears that CTAs tend to outperform in the last quarter of US Presidential Election years. Will this effect hold true in 2020?

23 November 2020 |
 Dmitri Alexeev
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