Tag: Alternative investments

A report from the Center for Retirement Research at Boston College suggests that for corporate pension plans, the potential diversification benefits from investing in alternative investments may be...

Gold Bullion International (GBI) and The Kingdom Trust Company are collaborating on a physical precious metal alternative investment offering for financial advisers and investors.  

Fidelity Investments has expanded its emerging markets fund offering with the Fidelity Total Emerging Markets Fund and Fidelity Emerging Markets Discovery Fund.

American Century Investments is rolling out three alternative portfolios: Core Equity Plus, Disciplined Growth Plus, and Market Neutral Value.  

The Options Market Center was developed to provide advisers with advanced trading software, options-related expertise and support, and an options education program. 

A recent study found that the number of defined contribution (DC) plans in the U.S. offering a sustainable and responsible investing (SRI) choice could double in the next...

Research from asset management firm American Century Investments indicates the use of alternative investment strategies by financial intermediaries is widespread and growing.  

Merrill Lynch Wealth Management and Eurasia Group address investor concerns over the fragility of global markets in a new white paper and Webcast, titled, “The Great Global Shift:...

An investor relations report from BNY Mellon found companies worldwide are continuing to expand outreach to sovereign wealth funds (SWFs) and emerging markets (EMs). 

Van Eck Global has launched Market Vectors Renminbi Bond ETF, which offers investors exposure to Chinese renminbi (RMB)-denominated bonds, often referred to as “dim sum” bonds.

Morningstar's structured credit ratings business is introducing a residential mortgage-backed securities (RMBS) ratings and surveillance analytics service.

Litman Gregory Fund Advisors has launched its Litman Gregory Masters Alternative Strategies Fund.

ING Life Companies introduced two new no-lapse indexed universal life insurance products.

The number of defined contribution (DC) retirement plans offering a sustainable and responsible investing (SRI) choice could double in the next two to three years, according to Mercer.

Jennifer A. Cooper, CFA, has established Diligence Review Corp. to meet the demand for specialty due diligence services.

Seventy-eight percent of all retail advisers are presently using alternative investments within client portfolios, according to a recent report from Cogent Research.

S&P Indices has launched the first in a series of indices designed to measure the performance of the Mercado Integrado Latino Americano (MILA) Integrated Market. 

Aperio Group has published a research paper that discusses best practices for gaining emerging market exposure in a global portfolio.  

Cerulli's annual report on the retail alternatives space finds more than 70% of asset managers cite the desire to help investors boost risk-adjusted returns as the primary driver...

Countries at an extremely early stage of development, such as Kenya, or markets that are relatively inaccessible, such as some Middle Eastern countries, are the focus of Cerulli’s...