Investors Seek Cost Cuts Amid Return Challenges
In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.
Tag: Alternative investments
DC Plans Could See More Smart Beta Approaches
Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.
Divining Trends in Global Fixed-Income Markets
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.
Investment Product and Services
Society of Actuaries releases new research about economic scenario generators; and Nuveen announces online alternative investments platform.
Understanding of ‘Material’ Shifting in ESG Space
Research from global analytics firm Cerulli Associates finds that institutional investors in general no longer limit review of their assets to traditional financial metrics such as revenue, profitability,...
Institutional Investors Catch the Eye of Alternative Managers
Nearly one-third of asset managers cite the institutional channel as being their most important target for alternative investment expansion.
Pension Fund Assets One-Third of Top Alternative Managers' Assets
Real estate continues to be the top alternatives pick for pension funds.
Study Finds Listed equity REITs Top Performers in Pension Plans
If the pension plans included in the study, sponsored by NAREIT, had reversed their REIT and hedge fund allocations over the 1998 through 2014 period, at the end...
Active Mutual Fund and ETF Market Share on the Decline
Investors’ search for low-cost and passively managed funds is a primary reason.
For Advisers and Investors Alike, Volatility is Top Concern
Protecting assets and saving for retirement are also key goals.
Investment Product and Services Launches
Putnam Investments offers new strategies for uncertain markets; American Century Investments announces the public availability of AC Alternatives Long Short Fund; GSAM makes progress on planned merger of...
Explaining Managed Futures to an ERISA Audience
“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”
Investment Product and Service Launches
This week Northern Trust announced enhancements to services for private equity investment clients, while Franklin Templeton expanded multi-asset solutions capability with new open architecture offering.
investment-oriented
The Value of Alts
Alternatives can play a helpful role as interest rates rise and equity markets whipsaw
Risk Reminders for a Volatile Period
Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity.