Fusion Business Group, a provider of technology consulting and business level advisory services to alternative investment advisers, will now provide clients of Automated Compliance Solutions (ACS) with infrastructure, consulting, and technology services, the companies announced.
Collective trust funds (CTFs) are experiencing a renewed interest over the last few years in the defined contribution landscape, according to the latest retirement-focused research from Cerulli Associates.
Russell Investments is expanding its manager research and consulting advisory services globally in an effort to deepen capabilities in less traditional strategies such as active commodities, private investments, and higher-alpha-driven strategies.
Arete Consulting, the owner of structured products information provider
StructuredRetailProducts.com, said it now offers a specialist
structured products site for registered investment advisers (RIAs).
The majority of financial advisers are looking to alternative
investments as a way to diversify their portfolios, believing that traditional
stocks, bonds and cash do not provide adequate portfolio diversification,
according to a new survey.
Sustainable Asset Management (SAM), a global provider of sustainability
investing and the co-developer of the Dow Jones Sustainability Indexes,
has hired Neil Johnson to lead its North American operations as head of
Investment management company Bandon Capital Management, LLC, announced
a new relationship with American Independent Securities Group, LLC
(AISG), enabling AISG advisers to access Bandon’s flagship investment
California Attorney General Edmund G. Brown Jr. announced a
$1.4-billion settlement with three Wells Fargo affiliates to pay back
investors, charities, and small businesses that purchased auction-rate
securities (ARS) based on "misleading advice."
A survey by Morningstar, Inc., and Barron's magazine found that despite
questionable performance during the market downturn and hedge fund
scandals, institutional investors and advisers still view alternative
investments optimistically, although with greater scrutiny.