Tag: Alternative investments

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.

MFS Investment Management has released the MFS Managed Wealth Fund, a flexible equity fund that seeks to provide capital growth with moderate volatility.

The global investment picture continues to strengthen at midyear 2014, despite first quarter setbacks, with stronger performance in developed economies and persistent low inflation predicted.

The Oppenheimer Emerging Markets Innovators Fund (EMIAX) will be available to retirement plans at the end of June.

Real estate has a place in defined contribution (DC) plans, the Defined Contribution Real Estate Council contends, but sponsors have concerns over valuation, liquidity and cost.

Adviser-sold college savings plans gained traction, and now show balances equivalent to direct-sold plans, research shows.