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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 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

Jul/Aug: Incorporating Alternative Investments

Investments & Wealth Institute members receive free access to the Investments & Wealth Monitor article archives as a benefit of membership. To learn more about Institute membership, visit the Membership section.

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Articles

Editor's Note

Alternative Investments by Institutions and Financial Advisors: Emerging Trends by Segment, and Strategies Where Investors May Be Under- or Over-Allocated to Alternatives

Emil Iantchev, PhD
Darby Nielson, CFA®
Samantha Faille, CFA®, CAIA®
Hongshu Chen, CFA®
Dennis Bowden

Regime-Based Asset Allocation: A Practitioner’s Guide to Late-Cycle, Pre-Recessionary Investing

Bruce Stewart, CIMA®, CAIA®

Building Better Portfolios with Alternative Investments: A Goals-Based Framework

Anthony B. Davidow, CIMA®

An Alternative Approach to Retirement Investing: Framing the Role of Alternative Investments in the Retirement Allocation

Sean Klein, PhD
Avi Sharon, PhD
Wade Sias, CFA®

Embracing Complexity and Illiquidity: The Power of Alternatives in Today’s Environment

Steve Dean, CFA®
Lance Lehman, CIMA®, CPWA®, CFP®

Intermittent Liquidity Structures: Inflation, Equity and Fixed Income Drawdowns, and Need for Income Point to Opportunity Ahead

Daniil Shapiro, CFA®

Here’s the Proof Private Market Valuations Aren’t Bogus

John Stake

Art for the Portfolio: A Centuries-Old $1.7-Trillion Asset Class, Now Accessible

Allen Sukholitsky, CFA®

Fine Wine: An Alternative Asset for All Seasons

Aaron Rowlands

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