Tag: Hedge funds

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 of 2014, they would have had plan asset balances that were 2% larger, the study report suggests.

“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.

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.

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.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.