The firms aim to teach advisers about alternatives so they can better diversify clients’ portfolios.
Tag: Alternative investments
For most claims regarding the use of alternative investments in Intel Corp.'s retirement plans, the judge found the plaintiffs didn't prove their comparisons were suitable.
Northern Trust updates investor portal for alt asset managers, SSGA introduces corporate bond ESG ETF, and Mercer launches climate transition analytics solution.
The market volatility that ensured at the outset of the coronavirus pandemic has shown the importance of diversifying retirement plan portfolios.
Now that the U.S. Supreme Court has ruled on the meaning of 'actual knowledge,' Christopher Sulyma has joined a lawsuit filed against Intel last year.
From an operating perspective, plans can use private investments in a multi-asset class investment vehicle.
Long-duration private debt can be used for hedging liabilities, and other alternative investments may be used for enhancing risk-adjusted returns, a report from Cerulli Associates explains.
The appellate panel concluded that disputes of material fact exist as to the timing of the plaintiff’s actual knowledge of the alleged fiduciary breach, precluding summary judgment for untimely filing; after a detailed discussion of ERISA requirements, the case is remanded for further district court proceedings.
They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.
A new retirement plan support program from TaxHACKer seeks to simplify complex tax and pension codes to provide a streamlined solution to clients.
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward pressure on returns and greater risk.
According to Boston Consulting Group, among asset management products, passives were far and away the fastest growing category in 2017, with a record 25% increase in AUM over an already very sizable base.
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.
Besides providing investment advice, 88% of advisers think they need to guide clients through emotional decisions.
Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey.
BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.