Although the substantial market volatility seen in early 2022 has the potential to slow M&A activity, the fundamental drivers remain intact and will continue to drive future activity, according to Piper Sandler.
Tag: Alternative investments
A new survey shows an increasing number of nonprofit investors are considering whether to add alternative investments to their institutional portfolios. While doing so, they must keep suitability in mind.
Defined contribution plan sponsors including alternative investments may need to use retirement plan advisers to evaluate and monitor the investments, because alternative investments typically have higher fees than traditional asset classes.
Pershing and Pacific Life make fee-only annuities available to RIAs; ISS ESG launches labels and standards solutions; Xtrackers by DWS launches ETF with exposure to high-yield corporate bonds; and more.
Nasdaq Fund Network adds new 529 plan share classes; AllianceBernstein and Vestmark unveil custom municipal solutions platform; Vanguard bolsters roster of external advisers with new addition; and more.
Vanguard to expand ESG lineup; TIAA offers lifetime income for corporate retirement market; and MSCI announces alliance with Menai Financial Group.
DPL introduces new asset allocation option for RIAs; Vanguard expands target retirement lineup for youngest retirement investors; State Street Global Advisors enhances ESG portfolio construction; and more.
AllianzIM debuts second buffered outcome ETF and new upside caps for January series; T. Rowe Price acquisition expands alternative investment market footprint; and more.
Employees will be allowed to transfer up to 5% of their balances into a secure account that has exposure to certain cryptocurrencies.
The firms aim to teach advisers about alternatives so they can better diversify clients’ portfolios.
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.