By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.   ..read more

By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.     ..read more

By Scott Maidel, CFA, Head of Business Development, and Steve Richey, co-CIO, Head of Convexity Alpha at QVR managing the QVR Market Neutral, Hedged Equity and Volatility Hedge strategies.       ..read more

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.   In this blog post, I unpack Crossing the Threshold: Mapping a Journey Towards Alternative Investments in Wealth Management with contributor Sylvia Kwan, PhD, CAIA, CFA, chief investment officer of Ellevest.  Before reading the rest of this blog, you can get up to speed with the full report or by viewing our chat within this video ..read more

By Seth Levine, Senior High Yield Credit Analyst & Creator of The Integrating Investor Blog.   ..read more

By Sean Castillo of Cliffwater.     Continuation funds provide an opportunity for limited partners to remain invested in high performing portfolio companies, post-sale, through a minority stake with the general partner. The attractiveness of these novel funds balances potential further growth at lower fees, on the one hand, with material conflicts vis-à-vis the GP and non- participating LPs and added governance risks associated with being a minority investor ..read more

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.   ..read more

By Paul Kenney, CFA, SVP – Client Solutions, and Jake Goldstein, Analyst at Syntax Data.   Summary Geographic diversification across major benchmark indices may be insufficient to ensure that a portfolio is sector-risk averse.   ..read more

By Stephen L. Nesbitt – Chief Executive Officer, Chief Investment Officer of Cliffwater.     A recent Financial Times article1 did a thorough job reprinting a laundry list of past criticisms directed at private equity. This paper responds ..read more

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.     ..read more