July 18th, 2017
Real estate accounts for 35% of that total.
June 20th, 2017
Transparency remains of growing importance for asset managers
and institutional investors focused on alternative assets, but many are unsure
of how to achieve it.
May 25th, 2017
Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.
April 20th, 2017
Conway Acquires Alternative Investments Platform;, and ActiveAllocator Enhanced with TradeIt.
April 20th, 2017
Millennials are now the largest demographic in the U.S., and
also the least likely to have access to a defined benefit pension plan.
April 13th, 2017
Century Releases New Alternative Investments Fund; First Trust Advisors
Launches Active ETFs; and Thornburg Investment Management Adds R6 Share
April 12th, 2017
Endowment investors’ allocation to alternatives
increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%,
April 6th, 2017
Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.
April 4th, 2017
The lawsuit claimed the defendants breached their fiduciary duties by
investing a significant portion of the plans’ assets in risky and
high-cost hedge fund and private equity investments through custom-built
March 22nd, 2017
Serving governmental retirement plans is viewed as
attractive by many providers, simply due to the sheer size and stability of the
clientele, but one ERISA attorney warns there may be unexpected risk that comes
along with such arrangements.
March 9th, 2017
Research from Cerulli Associates warns consumers broadly do
not understand liquid alternative investments—what they are made of or how they
are supposed to function.
March 9th, 2017
Analysts suggest infrastructure investments already have
been doing fairly well in recent years despite heightened market volatility.
February 24th, 2017
In the last few years, real-estate exposure has been
gaining traction in the DC space; however, its potential for key benefits also
poses several challenges.
February 10th, 2017
Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.
Data & Research
January 11th, 2017
Federal data collection efforts to date have captured little
information on retirement accounts holding unconventional assets—such as real
estate, precious metals, private equity, and virtual currency.
December 1st, 2016
T. Rowe Price Expands 401(k) Brokerage Services with Charles Schwab; Wilshire Launches New EVA Index Family; USAA Launches R6 Retirement Share Classes; and more.
November 29th, 2016
In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.
October 26th, 2016
Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.
September 22nd, 2016
Sean Rhoderick, taxable fixed-income investing leader at PNC
Capital Advisors, outlines unique opportunities driven by conflicted central
bank policies and a persistently abnormal rate environment.
August 11th, 2016
Society of Actuaries releases new research about economic scenario generators; and Nuveen announces online alternative investments platform.