Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio Products
In other product news, Ivy enters the passive world with five new index funds.
Global Macro Mutual Funds — A Primer
Among the growing number of hedge fund-like strategies appearing in mutual fund form, investors can now choose from “global macro” funds.
VC Investment in Fintech Rises to $1.2 Billion in US: KPMG
Robo-advisory, artificial intelligence and data analytics look to be “hot investment areas” next quarter, KPMG said.
Hedge Fund Assets Increase for Third Straight Quarter: HFR
Investor outflows in the first quarter were at the lowest level since Q4 2015.
What’s Best Investment Since 2000? Most Americans Guessed Wrong
Harris Poll survey finds widespread unawareness of the top-performing asset classes since 2000.
Liquid Alts Investors Return to Relative Value Space: Wilshire
Equity hedge led sub-strategy performance in the first quarter, returning 1.9%.
Interval Funds: Pros & Cons of an Alternative Investment You May Have Never Heard Of
These funds are growing in popularity because of potentially high returns and high yields, but there can be a steep price for that.
Raymond James to Pay $150M Over Ski Resort-Green Card Scam
A former Raymond James advisor solicited funds from EB-5 investors for a Vermont ski resort, then misused the money, the SEC said.
Beware Falling for Hedge Funds With Important-Sounding Names
Researchers at universities in the U.S. and Finland found that those funds have lower returns, higher volatility and maximum drawdowns.
A Silver Lining of Compressed Fees: Alts Are Thriving
Alternative investments have long been off the table because of high fees. That time is coming to an end.