Alternatives Get More Consideration Heading into 2023
Calmer Summer Yields to Volatile Fall for U.S. Investors
Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.
Proposed Tax Could Hurt Retirement and College Savers
Even outside of saving for retirement or a college education, an investor’s ability to save for any future goal is drastically diminished by the proposed financial transaction tax in Senate bill S. 1587, Vanguard says.
Investment Product and Service Launches
Vestwell and Morningstar create 3(38) service; GSAM announces first actively managed ETF; Lyxor Americas launches hedge fund program for institutional investors; and more.
Institutional Investors Looking to Diversify Sources of Alpha
They are considering active, non-traditional passive, alternative, unconstrained and derivative investments, according to Fidelity
Third Quarter of 2018 Sees Steady Investment Performances
Public Funds and Foundations & Endowments each had median returns of 2.4% in the third quarter, with Corporate ERISA plans following at 1.9%, according to Northern Trust.
More Than Four in 10 Institutional Investors Incorporate ESG
Among foundations, that is 64%, according to a Callan report.
Institutions Turn to ETFs for Bond Market Liquidity
Diminished liquidity in global bond markets is fueling demand for fixed income exchange-traded funds.
Institutional Investors Not Using Efficient Investment Vehicle Selection Process
A report from Greenwich Associates concludes that a move toward more systematic instrument selection would ultimately enhance fund returns by capturing alpha invisible to the naked eye.