Tag: Alternative investments
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.
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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.
A More Cautious Take on In-Plan Alternative Investments
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.
Endowment Index Declines 3% in 2015
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...
DB Investing Strategies to Consider in 2016
Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.
Institutional Investors Bullish on Stocks in 2016
Investors are concerned about global political unrest and macroeconomic challenges, according to Natixis, but they remain optimistic on equities and alternatives.
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Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
More SEC Rules on Alternatives Transparency Are Coming
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.
Does the Intel Retirement Plans Case Have Merit?
PLANADVISER reached out to Marcia Wagner, principle with Wagner Law Group in Boston, for comments about the case.
Bill Calls for More Hedge Fund Transparency
A New York Congresswoman's bill would require more disclosure about hedge fund holdings.
TDFs Can Be the Vehicle for Alternatives in a DC Plan
A white paper discusses some of the ways plan sponsors can put alternative assets into a DC plan.
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Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers.