Tag: Alternative investments

Major changes are occurring in the fixed-income markets that are driving asset managers to position clients against volatility and future rate tightening, according to Cerulli Associates.

Mercer said it has agreed to acquire SCM Strategic Capital Management AG, a Swiss-based specialist private...

A majority of individual retirement account (IRA) investors polled recently by PENSCO Trust Company say they are open to learning more about alternative, non-traded assets.

Alternative assets skyrocketed over six years, from $83 billion at the end of 2008, to $304 billion in mid-2014, according to Strategic Insight.

Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).

Consultants and financial advisers face strong opportunity in developing sophisticated investment strategies for their institutional clients, according to new research from Cerulli Associates.

Confidence has returned among institutional investors worldwide, according to a survey by Pyramis Global Advisors.

Performance data from more than 300 U.S. pension funds show listed equity real estate investment trusts (REITs) have been a top-performing asset class across recent market cycles.

Five new indices created by Wilshire Associates Incorporated are designed to provide critical benchmarking support to investors seeking exposure to liquid alternatives.

A recent survey of investment consultants, conducted by Cerulli Associates, shows that they are actively increasing U.S. institutional investors’ level of exposure to alternative assets.

As options proliferate on investment menus, retirement plan advisers will have their work cut out for them, said panelists in discussing investment menus at PANC 2014 in Orlando,...

Since the financial crisis of 2008, investment managers and retirement plan advisers have learned to be far more cautious when creating and selecting a stable value fund.

Regulation may be slowing the push for alternative investments by retirement plans and other institutional investors, Cerulli Associates finds.

A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.

Insurance general account assets are trending towards expanded use of alternative investments, says new Cerulli Associates research, accelerated by an anticipated rise in interest rates.

BNY Mellon named Michael Gordon to head the firm’s new Retirement and Strategic Solutions Group, which specializes in retirement and insurance solutions that can complement traditional strategies.

Wilshire Associates Incorporated announced the launch of two indices designed to provide insight into an investment category that is difficult to benchmark—liquid alternatives.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.