APFI Community

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Welcome to the APFI Community!
This is the APFI member networking platform, hosted by the Investments and Wealth Institute (IWI).

On this platform you can:
  • Explore manager/fund research tools & see/share reviews with your peers.
  • Explore asset allocation/macro research services & see/share reviews with your peers.
  • Connect with other APFI members for manager DD, co-investments, or other needs.
  • Get special articles and white papers from the IWI.
Only approved APFI members have access to this platform, creating a transparent and open forum for networking and discussions. This forum is free of commercial contents. No providers have paid anything for the information on this platform. 



Manager Research Tools & Reviews

Door Ventures - IA Engine
RFP & DDQ Platform & Manager Database

Free for Allocators

Standardized RFP & DDQ platform.

Read, Review, Discuss

Sharing Alpha | AlphaWeekFund Ratings & Research     

Free for Allocators

Fund rating & research community.

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Private Fund Data, Benchmarking and Portfolio Analytics Solutions |  eVestment
Performance Data & Manager Database

Paid Service - $15K+/year

Leading database for U.S. institutional allocators.

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Aapryl | FactSet
Style Analytics & Portfolio Analysis

Paid Service - $15K+/year

Style vs skill analytics platform for long only equity and fixed income.

Read, Review, Discuss



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Macro Research & Asset Allocation Services

BCA Research - Wikipedia
Independent Global Macro Research

$20K+/year

Global macro & asset allocation research service, founded in 1949.  

Read, Review, Discuss

Home - Alpine Macro
Independent Global Macro Research

$20K+/year

Global macro & asset allocation research service, founded in 2017.

Read, Review, Discuss

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APFI Discussion Board

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APFI Directory - Search by Location


IWI Articles and White Papers



AFTER COVID-19: RETIREMENT AND FINANCIAL PLANNING ISSUES ACROSS GENERATIONS     

From the Investments & Wealth Monitor

COVID-19 did not change the need for retirement and financial security, but it did change many people’s financial situations and create greater awareness of financial security issues.

Read More



WHAT’S AHEAD FOR THE U.S. ECONOMY IN 2022    

From Knowledge@Wharton

IWI Executive Education Partner

Stock prices will keep climbing this year but slow their pace, and interest rate increases are overdue, says Wharton’s Jeremy Siegel.

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DEFEASING RETIREMENT: A NEW APPROACH TO RETIREMENT ASSET ALLOCATION     

From the Investments & Wealth Monitor

Matching asset classes to expected identified cash flows is an alternative methodology for determining an appropriate retirement asset allocation and rebalancing strategy.

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WHEN GREEN INVESTMENTS PAY OFF  
 

From Chicago Booth Review

IWI Executive Education Partner

In building a portfolio, sustainability is no longer a luxury good. But it’s not a slam dunk either.

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PORTFOLIOS FOR LONG-TERM INVESTORS 
     

Research of Interest

How should long-term investors form portfolios in our time-varying, multi-factor and friction-filled world? Two conceptual frameworks may help.

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LIMITATIONS OF MONTE CARLO ANALYSIS   

From the Investments & Wealth Monitor

Three industry leaders discuss the limitations of Monte Carlo analysis.

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IWI Educational Materials & Podcasts

HABITS OF A CHAMPION TEAM: THE FORMULA TO WINNING BIG IN SPORTS, LIFE, AND BUSINESS  

Exceptional Advisor Podcast

Dana Cavalea, the former director of performance for the New York Yankees, discusses in the podcast with Robert Powell, the editor of TheStreet’s Retirement Daily, what financial professionals can do to create a winning team and become a better leader. Cavalea also shares what he learned about winning from Derek Jeter and Mariano Rivera.

Listen Now

10 QUESTIONS IN 60 MINUTES: HOW CONVENTIONAL THINKING HAS CHANGED ON CRYPTO

On-Demand Recording

In this 60-minute webinar, Bitwise's Chief Investment Officer, Matt Hougan, will be joined by moderator Ricky McRoskey, Bitwise’s Head of Content Marketing, to tackle 10 of the biggest crypto questions on investors’ minds and to offer practical wisdom for navigating one of today’s most compelling markets.

1 Hour of CE Credit.

Learn More

INVESTMENT MANAGEMENT ESSENTIALS  

On-Demand Recording

Created by expert practitioners, this 15.5-hour self-paced course puts you in the shoes of an investment management professional working with individual or institutional clients. It provides an actionable, defensible framework for the investment consulting process, but it is suitable for any finance professional looking to have easier, more productive conversations with colleagues, prospects, and clients in the investment workplace.

15.5 Hours of CE Credit.

Learn More

PRIVATE MARKETS AND ALTERNATIVE YIELDS   

Exceptional Advisor Podcast, Sponsored by Macquarie Asset Management

This special Exceptional Advisor edition features a podcast from Macquarie Asset Management’s Think Again series. Wilshire’s Mark Perry and Melissa Hutchinson, senior relationship manager at Macquarie Asset Management, join host Denise St. Ivany for a discussion on private-market investing, with a focus on debt markets, risk management, and a peek into the world of alternative yields.

Listen Now

THE ART AND SCIENCE OF COACHING FINANCIAL ADVISORS W/JAMIE HOPKINS   

Exceptional Advisor Podcast

Robert Powell, CFP®, editor of TheStreet's Retirement Daily, talks with Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, the Managing Partner of Wealth Solutions at Carson Group and the author of “Retirement: Rewiring The Way You Think About Retirement,” about his role coaching financial advisors and helping them unleash their “full potential.”

Listen Now

THE PRIVATE MARKETS: REAL ASSET OPPORTUNITY  

On-Demand Recording

From a global investor perspective, infrastructure is a relatively nascent asset class. Qualitatively, we’ll discuss how it performs and what drives returns for this asset class. Some consider it a defensive equity, while others see as something more akin to a fixed income substitute. Hear the scoop on whether we could describe private markets infrastructure as both defensive equity, with an inflation hedge component.

1 Hour of CE Credit.

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