Tag: Private equity

An ever-greater proportion of the wealth being generated by the U.S. and global economies is locked away in private equity markets.

The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making.

Investors must rethink “safe havens” in their portfolio now that bonds simply can’t offer the same combination of portfolio protection and positive income.

They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.

Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.

Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward...

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

New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance.

Street Corporation will work with Fidelity National Information Services (FIS) to distribute its GX Private Equity Index (PEI).

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

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

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...

This week Northern Trust announced enhancements to services for private equity investment clients, while Franklin Templeton expanded multi-asset solutions capability with new open architecture offering. 

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

The lawsuit also hints that certain “best practices,” in part, resulted in many participants being improperly invested.

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

Fourth quarter 2013 data for defined contribution (DC) plans administered by MassMutual shows savings and investing improved for different demographic groups.

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