Tag: Hedge funds

Senators seek to stymie Americans’ retirement savings being invested in China and other "countries of concern."

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.

Vanguard reveals fund merge; Northern Trust creates reporting tool for hedge fund trades; and Lively removes HSA investment fees.

More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.

PMC Providing Long/Short Equity Strategies; Vanguard Establishes Total Corporate Bond ETF; and Swell Investing Launches Impact IRA.

Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.

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...

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

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. 

A New York Congresswoman's bill would require more disclosure about hedge fund holdings.

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

Special situations funds are a kind of under-the-radar fund that usually require an invitation to participate.

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

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

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

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.

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.