Tag: Alternative investments

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.

The financial crisis taught institutional investors many tough lessons, says Alexi Maravel, associate director at Cerulli Associates, including the importance of non-correlated assets in periods of market stress.

The Seeyond Multi-Asset Allocation Fund from Natixis Global Asset Management (NGAM) invests in stocks, bonds and volatility as an asset class.

Long-term funds netted $47 billion in June, increasing the year-to-date inflows to $266 billion, according to Strategic Insight (SI).

Total assets managed by the top 100 alternative investment managers globally reached $3.3 trillion in 2013, compared with $3.1 trillion in 2012, Towers Watson research finds.

Evanston Capital Management has released its Evanston Alternative Opportunities Fund.