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.

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.

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.

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.

The typical question investors ask a fund manager is “What is the track record?” And while it is definitely important, looking at absolute returns of a single fund can be dangerously misleading.

Alternative investments — including private equity, hedge funds, infrastructure, and real assets — offer diversification and potential outperformance. But unlike traditional asset classes, they don’t fit neatly into well-known market indices.

Join Vishal Olson (Holson Asset Management), Kambiz Kazemi (Financiere Constance) and Timothy Jacobson (Pearl Capital Advisors) for an exciting discussion of benefits, risks, and investor tips when researching and investing in volatility and options based strategies. Moderated by Dmitri Alexeev, Ph.D. (AlphaBot)

Matt Brown, MSR Indices and Jonathan Webb, C8 Technologies, taking a look at the current state of the art of Risk Premia solutions. Moderated by Dmitri Alexeev, Ph.D., AlphaBot.

There is a noticeable and unprecedented trend of increasing correlations between crypto and equity markets.

We repeat our filtering to find CTAs that are performing well YTD through April by using Nilsson Hedge database.