Tag: Alternative investments

Financial advisers who propose alternative investments to their clients can expect increased, ongoing scrutiny from the Securities and Exchange Commission (SEC).

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

An account platform from Gemini Alternative Funds LLC, a subsidiary of Northstar Financial Services Group, provides investment advisers with centralized access to alternative investments.

Year-end analysis shows a strong finish for equity markets in 2013, with net flows for stock funds and exchange-traded funds (ETFs) exceeding $400 billion.

Incapital and Nuveen Asset Management unveiled a new equity unity trust built around Bob Doll’s 2014 market predictions.

Global asset manager Russell Investments is implementing a series of strategic asset allocation changes to several retail product offerings in the U.S. market.

RBC Global Asset Management Inc. released four new emerging markets and fixed-income fund options.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Michelle Borre and her team of investment analysts have moved within OppenheimerFunds to join the investment firm’s global multi-asset group (GMAG).

Five target-date funds (TDFs) are among the nine funds launched by BMO Global Asset Management.

Investment analytics firm ClearVest opened its unified investment management platform to investors and financial advisers seeking access to alternative investments.

Investors can expect more broad-based and self-sustaining recovery next year as economic conditions in the U.S. and Europe continue to improve, new analysis shows.

Advisers can help clients demystify liquid alternatives with a digital education campaign from AllianceBernstein LP.

The new fund seeks long-term capital growth by investing in foreign and U.S. companies within the industrials sector.

The number of hedge funds employing lockup periods during which investors must wait to reclaim assets shrunk in recent years, according to research from eVestment.

About 3,500 wealth management firms that custody at Fidelity will gain access to alternative investment funds, including hedge funds and private equity funds, through a strategic alliance with...

Optimism over global economic conditions and corporate profits shrunk in early October as persistent volatility and high tail risks in U.S. markets outweighed improving sentiments towards Europe.

Touchstone Investments has launched a new alternative investment called the Touchstone Arbitrage Fund.

Investment management firm Neuberger Berman Group LLC introduced its latest Emerging Markets Income Fund, which will trade under the tickers NERAZ, NERCX, and NERIX.