Sponsors Drawn to Alternative Investments
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.
Tag: Private equity
Towers Watson Clients Double Smart Beta Asset Flows
Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013.
Alternative Strategies Important for Pensions
Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.
Principal Subsidiary Names Managing Director
Principal Enterprise Capital LLC hired David Gottschall as managing director and Emily Slovitt as investment manager.
Northern Trust Hones Risk Reporting
Using broader and deeper analytics, Northern Trust has enhanced its ex-ante – or ‘forward looking’ – investment risk-reporting capabilities.
Pru Looks to Engage Participants in TDFs
What happens on the first day of retirement? Prudential Financial Inc. shines a light on participant stories with the Day One target-date funds (TDFs).
Oppenheimer Agrees to $2.8M to Settle SEC Charges
The Securities and Exchange Commission (SEC) charged two investment advisers at Oppenheimer & Co. with misleading investors about the valuation policies and performance of a fund.
Investor Sentiment Shows Slight 2Q Dip
Investor confidence softened somewhat in the second quarter, according to the Investor Sentiment Index, released Monday by John Hancock Financial Services.
Firms Combine Alternative Assets Capabilities
PENSCO Trust and Lincoln Trust, both independent custodians of alternative assets, will combine capabilities.
Private Equity Showing Increased Interest in RIA Model
With private equity firms such as The Carlyle Group, Warburg Pincus, and Rosemont investing in registered investment adviser (RIA) businesses, Schwab Advisor Services says that the RIA model...
New Firm Established for Due Diligence Services
Jennifer A. Cooper, CFA, has established Diligence Review Corp. to meet the demand for specialty due diligence services.
HNW Allocation Not Completely Back to Normal
TIGER 21, a network for high-net-worth investors, conducted a survey of members that found although allocation to some categories has been restored to pre-downturn levels, certain shifts in...
Hewitt EnnisKnupp Chooses Private Equity Leader
Hewitt EnnisKnupp hired Karen Rode as the leader of its Global Private Equity group.
Fidelity, KKR to Offer IPOs to Institutional Clients
Fidelity Investment's registered investment adviser (RIA) and broker/dealer clients, and other institutional clients, will be able to invest in initial public offerings (IPOs) underwritten by Kohlberg Kravis Roberts&Co....
17 Questions to Ask About Home Equity in Retirement Planning
A new white paper helps advisers ensure their clients' retirement plans are safe from the declining housing market.