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.

In April last year we created an index-like portfolio of major cryptocurrencies; it was constructed using the five coins with the highest market cap each year (measured by year-end) and then held for one year). This approach has shown interesting results over more than seven years of analysis, basically doubling the return of Bitcoin alone and outperforming equities. 

Year 2022 may prove to be fundamental or even “epochal” for cryptocurrency world development. Is it all just a deflating hot air balloon or will the events of the past year lead to a healthier and more mature space?

As crypto space matures, are there tools and techniques from the “old age” of investing to be applied? Here we build an index-like portfolio of cryptos to check what benefits this approach may bring to the space.

As crypto space matures, are there tools and techniques from the “old age” of investing to be applied? Here we build an index-like portfolio of cryptos to check what benefits this approach may bring to the space.