Tag: Alternative investments

A recently published Schroders survey found workers showed increased willingness to include alternative investments in their retirement plan portfolios.

As advisers’ private capital investments are expected to nearly double in five years, surveyed plan sponsors and participants have mixed...

A legal expert says that advisers who understand the workings of digital assets and ERISA rules will be ‘invaluable’ to...

Three separate surveys tracked how advisers and investors are turning their increased knowledge of alternative investments into action.

Timberland, farmland and commercial real estate are gaining attention as protectors against market volatility, according to Bank of America.

Morningstar says plan advisers should go over much more than regulatory education with sponsors and asset managers.

Financial services firm Mesirow argued that widespread incorporation of private assets into defined contribution plan target-date strategies will take time.

Experts say the conversation about alternative investments in defined contributions plans has shifted from whether they can be used in...

More than 60% of surveyed registered voters said they support efforts to expand private market investments for retirement plans, according...

Private investments have been introduced into OneDigital’s Personalized Portfolio program for 401(k) plan sponsors.

The largest alternative investment asset manager is pairing with Empower to include private market investments in direct contribution plans.

The Department of Labor submitted its rule ahead of the six-month deadline given in President Donald Trump’s executive order last...

One-quarter of defined contribution plan advisers are now likely to recommend alternative investments within defined contribution plan lineups, according to...

President Trump's original executive order does not amend any laws itself; it only instructs regulators to offer sub-regulatory guidance.

The Alternatives Investing Center provides live and on-demand courses discussing how to incorporate alternative strategies into client portfolios.

Carrington will be responsible for partnering with alternative investment managers to develop and distribute alternative investment products.

The Department of Labor swiftly rescinded a 2021 letter questioning private investments in 401(k) plans, but DOL officials have not...

Department of Labor officials said the 2021 statement had a ‘chilling effect’ for saying that plan fiduciaries were ‘not likely...