Hedge Fund Returns Muted in Light of Sustained Bull Market
In recent years, hedge funds have not assumed sufficient risk to deliver attractive performance, but Willis Towers Watson suggests new approaches they can take to remain relevant.
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Investment Product and Service Launches
Vanguard reveals fund merge; Northern Trust creates reporting tool for hedge fund trades; and Lively removes HSA investment fees.
Alternatives Seen as a Panacea for Volatility
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.
Investment Products and Service Launches
PMC
Providing Long/Short Equity Strategies; Vanguard Establishes Total
Corporate Bond ETF; and Swell Investing Launches Impact
IRA.
Real Assets Will Win Institutional Investor Allocations in 2017
Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.
Study Finds Listed equity REITs Top Performers in Pension Plans
If the pension plans included in the study, sponsored by NAREIT, had reversed their REIT
and hedge fund allocations over the 1998 through 2014 period, at the end
of 2014, they would have had plan asset balances that were 2% larger,
the study report suggests.
Explaining Managed Futures to an ERISA Audience
“It is not the number of securities in a portfolio that
determines diversification; it is the number of risk factors.”
JP Morgan Will Pay $150 Million Over Risk Disclosures
Retirement plans across the U.S. argued they were
misled about the riskiness of funds exposed to the firm’s much-maligned “London
Whale” trading losses in 2012.
Bill Calls for More Hedge Fund Transparency
A New York Congresswoman's bill would require more disclosure about hedge fund
holdings.
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.
The ABCs of Special Situations Funds
Special
situations funds are a kind of under-the-radar fund that usually require an
invitation to participate.
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.
Northern Trust Spins Off Alternatives Group
Northern Trust Alternatives Group has been spun off into a separate investment boutique.
An Opportunity for Liquid Alternatives in DC Plans
As plan advisers are increasingly focused on new strategies to improve plan participant outcomes, liquid alternatives may present an opportunity to diversify retirement portfolios.
Pensions Increase Investments in Alternatives
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 Releases New Registered Fund
Evanston Capital Management has released its Evanston Alternative Opportunities Fund.
Pension Fund Says Hedge Fund Manager Duped Investors
A lawsuit filed by the Massachusetts Bay
Transportation Authority (MBTA) pension fund claims New York investment manager
Alphonse Fletcher Jr. defrauded investors of $50 million.
FINRA Fines LPL Financial Over Alternatives Sales
The Financial Industry Regulatory Authority (FINRA) imposed a $950,000 fine on LPL Financial LLC for supervisory deficiencies related to the sale of various alternative investment products.
Portfolio Shifts Continue After Banner Year
A strong recovery in asset values and pension
funding levels hasn’t slowed the pace of change in institutional investment
portfolio strategies, according to an analysis from Greenwich Associates.
Investment Fund Inflows Neared $1T in 2013
Investors around the world contributed almost $1
trillion in net flows to investment funds during 2013, similar to levels
observed in the preceding year.