Tag: Alternative investments

Two panelists speaking at the PLANADVISER National Conference suggest liquid alternative investments present compelling opportunities in a rising interest rate environment.

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.

Advisers can differentiate themselves by showing DC plan sponsors how alternatives can help and how to include them in fund menus.

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.

Growth without the drawdown risk in a defined benefit plan? Alternatives may be an answer, some experts say.

Asset managers and consultants alike continue to position their businesses for a rise in ESG investing.

And real estate is the most popular alternative asset class for pensions, a survey shows.

Daniel Cascarano has been named vice president of national accounts and institutional sales at 361 Capital.

Financial advisers are increasingly embracing alternative investments, a survey by Morningstar and Barron’s finds.

F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts.

A typical 60/40 equities/fixed income portfolio may no longer fit the bill, OppenheimerFunds says.

Northern Trust Alternatives Group has been spun off into a separate investment boutique.

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.

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 announced enhancements to its U.S. investment research content for 2015, including the launch of a dedicated liquid alternatives research practice area.

Towers Watson's Global Survey of Investment and Economic Expectations found pension fund managers anticipate fairly conservative investing approaches, but optimism remain optimistic about the years ahead.

As plan advisers are increasingly focused on new strategies to improve plan participant outcomes, liquid alternatives may present an opportunity to diversify retirement portfolios.

A majority of institutional investors consider ESG criteria when making alternative investment allocations, according to research by LGT Capital Partners and Mercer.