Advisors Should Consider Alternatives to Publicly Traded REITs
Given REITs’ limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
How a Global Equities Manager Handles the Market’s Heat
Rick Schmidt of Harding Loevner discusses recent investments in the face of volatility.
Smart Beta Strategies More Popular Than Ever and Growing Rapidly: Survey
Allocations to smart beta strategies jumped from 36% to 46% in one year, according to FTSE Russell's latest Global Institutional Smart Beta survey.
Introducing Swell, a New Impact Investing Platform: Portfolio Products
In other product news, IndexIQ launches a small-cap ETF.
Aflac Finally Follows Peers in Placing Wager on Private Equity
The company's chief investment officer wants to put 2.5% of the assets in growth investments.
Hartford Funds Launches Low Volatility Multifactor ETFs: Portfolio Products
Also, Solactive introduces its Global Infrastructure Low Earnings Volatility Index.
Most Markets Have Made All Their Gains for the Year: Wells Fargo’s McMillion
The head of global asset allocation strategy also says to expect more volatility and opportunities to make some tactical adjustments.
What Advisors Should Know About Liquid Alts
Alternatives are good investments in many markets as long as investors bear a few things in mind, Morningstar panelists say.
SEC’s Piwowar Warns About ‘SAFE’ Crowdfunding Instrument
"Despite its name, a so-called SAFE is neither ‘simple’ nor ‘safe,’” SEC Commissioner Michael Piwowar says of simple agreements for future equity.
Why More Advisors Are Using Strategist Portfolios
Here's what they should look for when choosing among the increasing number of strategist firms and portfolios.