Ask a CIO, from Ivy Invest

Theory vs. Practice

You've got a lump sum of money sitting in cash. Invest it all at once, or dollar cost average in?

Apr 25 • Wendy Li

4

March 2026

Private Credit, A Play in Four Acts (the Cliff Notes version)

Why does it seem like private credit is always in the news?

Mar 27 • Wendy Li

2

It’s Better to Be Smart Than to Sound Smart

What is portfolio hedging, and is it worth it?

Mar 8 • Wendy Li

2

February 2026

Private Markets Aren’t Meant to Be Fair

What's better: a cocktail party story, or an improved chance of better returns?

Feb 13 • Wendy Li

4

January 2026

Some Thoughts on Limited Partner Advisory Committees

What responsibilities does an LP have?

Jan 31 • Wendy Li

3

A Means to an End

How do endowments think about returns?

Jan 17 • Wendy Li

3

December 2025

Happy New Year!

A look back at Ivy Invest's 2025

Dec 31, 2025 • Wendy Li

3

The Inevitable Backlash

Brewing tensions between institutional LPs and retail investors?

Dec 13, 2025 • Wendy Li

November 2025

Things Go Wrong In Credit

It's always good to be a little paranoid

Nov 22, 2025 • Wendy Li

2

Advice for a Future Senior Allocator

Navigating a career in a field where the path isn't always so well defined

Nov 7, 2025 • Wendy Li

1

October 2025

Should There Even Be An Investment Office?

The $1B cutoff

Oct 24, 2025 • Wendy Li

1

4

The Retail Market, Revisited

Progress and challenges in bringing private markets to individual investors

Oct 10, 2025 • Wendy Li

2