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.
Tag: Alternative investments
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.
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers.
PANC 2015: Using Alternatives in Rising-Rate Environment
Two panelists speaking at the PLANADVISER National Conference suggest liquid alternative investments present compelling opportunities in a rising interest rate environment.
DCIIA Says Illiquid Assets ‘Manageable’ in DC Plans
Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.
Using Alternative Investments to Diversify DC Participant Accounts
Advisers can differentiate themselves by showing DC plan sponsors how alternatives can help and how to include them in fund menus.
Investment Product Launches for the Week
Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.
Addressing Liability But Maintaining Growth With Alternatives
Growth without the drawdown risk in a defined benefit plan? Alternatives may be an answer, some experts say.
Alternatives, ESG Continue Gaining Traction
Asset managers and consultants alike continue to position their businesses for a rise in ESG investing.
Pension Funds Top Alternatives Investors
And real estate is the most popular alternative asset class for pensions, a survey shows.
361 Capital Expands Sales Team
Daniel Cascarano has been named vice president of national accounts and institutional sales at 361 Capital.
Advisers Increasingly Embrace Alternatives
Financial advisers are increasingly embracing alternative investments, a survey by Morningstar and Barron’s finds.
Broadmeadow Agrees to Buy F-Squared Assets
F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts.
There May Be a Place for Alternatives in DC Plans
A typical 60/40 equities/fixed income portfolio may no longer fit the bill, OppenheimerFunds says.
Northern Trust Spins Off Alternatives Group
Northern Trust Alternatives Group has been spun off into a separate investment boutique.
Advisers Charged with Defrauding Atlanta Pension Funds
The SEC announced fraud charges against an Atlanta-based investment advisory firm and two executives accused of selling unsuitable investments to police, firefighter and transit worker pension funds.
DCREC Podcast Series Explores Real Estate in DC Plans
The Defined Contribution Real Estate Council (DCREC) launched a podcast series aimed at educating plan sponsors and advisers about the potential benefits and risks of using commercial real...
Strategic Insight Launches Liquid Alternatives Reporting
Strategic Insight announced enhancements to its U.S. investment research content for 2015, including the launch of a dedicated liquid alternatives research practice area.