Tag: Alternative investments

Real estate continues to be the top alternatives pick for pension funds.

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...

Investors’ search for low-cost and passively managed funds is a primary reason.

Protecting assets and saving for retirement are also key goals.

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...

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

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. 

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.

Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. 

The index was established as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments, and is the basis for a collective trust used in...

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

Investors are concerned about global political unrest and macroeconomic challenges, according to Natixis, but they remain optimistic on equities and alternatives. 

The SEC this week voted to propose rules to enhance operational transparency and regulatory oversight of alternative trading systems—and the activities of brokers using them.