How moving beyond equities and bonds can benefit investors
February 10th, 2017
Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.
June 28th, 2016
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.
March 24th, 2016
“It is not the number of securities in a portfolio that
determines diversification; it is the number of risk factors.”
January 11th, 2016
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.
November 5th, 2015
A New York Congresswoman's bill would require more disclosure about hedge fund
September 16th, 2015
Daily valuation and trading issues associated with illiquid asset
classes do not outweigh their potential performance benefits within DC plans, an
September 15th, 2015
situations funds are a kind of under-the-radar fund that usually require an
invitation to participate.
August 4th, 2015
Growth without the drawdown risk in a defined benefit plan? Alternatives may be an answer, some experts say.
Deals & People
June 1st, 2015
Northern Trust Alternatives Group has been spun off into a separate investment boutique.
March 27th, 2015
As plan advisers are increasingly focused on new strategies to improve plan participant outcomes, liquid alternatives may present an opportunity to diversify retirement portfolios.
July 14th, 2014
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.
July 8th, 2014
Evanston Capital Management has released its Evanston Alternative Opportunities Fund.
April 1st, 2014
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.
March 28th, 2014
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.