Insights

Explore 2026 alternative investment trends shaping advisor portfolios, from private markets and endowment models to manager selection and allocation risk.

Explore how concentration, leverage, liquidity, and risk controls factor into hedge fund due diligence, with Crystal’s framework for evaluating managers.

Explore how consumer private equity is reshaping brands through acquisition, capital, and scale—and what this shift means for advisors and investors in 2026.

Review June 2026 hedge fund performance, strategy dispersion, AI-driven market shifts, and the second-half outlook for financial advisors and allocators.

Understand how private equity is influencing the business of sports, from franchise valuations and league access to media rights, youth sports, and allocator opportunities.

Explore why middle-market companies may be among the biggest beneficiaries of the AI boom, and what this shift could mean for allocators, private markets, and financial advisors.

Institutional, systematic strategies that evaluate every trade for investment merit first — then for tax impact. Built for investors with complex tax exposure.

Three risks are converging inside the traditional portfolio. The answer is measured in return per unit of risk.

A report on the 2026 IPO cohort, the supply shock it implies, and what it means for client portfolios.

Drawdown funds and semi-liquid wrappers are often treated as interchangeable. Q1 2026 showed they're not.

The importance of diversification — and why the shape of it matters more.

The assumptions the 60/40 model was built on — negative stock-bond correlation, contained inflation, falling rates — have not always held in recent periods.

Explore the key differences between drawdown funds and interval funds, including liquidity, investment strategies, and suitability for investors. Learn how each fund type aligns with your clients' financial goals.

An educational overview of all eight Ivy League endowments — Harvard, Yale, Princeton, Columbia, UPenn, Brown, Dartmouth, and Cornell.

The endowment model, popularized by Ivy League university endowments, is characterized by investing in traditional US equities and fixed income, and approximately 40%* to multiple alternative investment funds such as private equity and hedge funds.

The J-Curve in private equity investing is a graphical representation of the returns made by private equity funds through time. The shape of private equity fund performance when plotted on a line graph, resembles a capital “J”, hence the name J-Curve.