An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of their returns.
Tag: Alternative investments
Wilshire Launches VETS Index; Betterment Sprouts SRI Option for Participants; LPL Opens Mutual-Fund Only Platform; and more.
Real estate accounts for 35% of that total.
Transparency remains of growing importance for asset managers and institutional investors focused on alternative assets, but many are unsure of how to achieve it.
Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.
Conway Acquires Alternative Investments Platform;, and ActiveAllocator Enhanced with TradeIt.
Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan.
American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.
Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.
Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.
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 target-date funds.
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.
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.
Analysts suggest infrastructure investments already have been doing fairly well in recent years despite heightened market volatility.
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.
Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.
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.
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.
In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.
Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.