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Investments & Wealth Monitor

The Institute's Investments & Wealth Monitor is a bimonthly educational magazine written by award-winning authors throughout the financial industry. The members-only publication keeps Institute members current through industry news and articles that provide education, insight, explanation, and coverage of key issues including the latest in academic, investment, legal and regulatory, business development, and wealth management topics.

Current Issue

Mar/Apr: Investments & Portfolio Construction

Investments & Wealth Institute members receive free access to the Investments & Wealth Monitor article archives as a benefit of membership by logging into their dashboard. Nonmembers may read articles from the current issue only below. To learn more about Institute membership, visit the Membership section.

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Articles

Editor's Note

2022: Markets in Turmoil

Daniil Shapiro, CFA®

Nailing Alternative Investment Portfolio Construction

Aaron Filbeck, CAIA®, CFA®, CFP®, CIPM, FDP

Alternative Investments and Their Roles in Multi-Asset Class Portfolios

Darby Nielson, CFA®
Stephen Beck, CFA®
Sumit Sharma, CFA®

A Framework for Approaching Illiquid Alternatives

Sarah Abernathy, CFA®, CAIA®

Portfolio Construction and Rebalancing for Individuals

Richard Bookstaber, PhD
Dhruv Sharma, PhD

Alternative Investments: REITs, MLPs, BDCs, and Interval Funds

Michael Andrews, CFA®

Bitcoin’s Potential Role in an Institutional Portfolio

Matthew Hougan
Gayatri Choudhury

Behavioral Pitfalls of Selecting Managers, Essayists, or Otherwise

Herman Brodie

Direct Indexing and Personalization: An Interview with T. Neil Bathon, Founder and Partner of Fuse Research Network

T. Neil Bathon