How Advisors Choose Liquid Alts: Reducing Risk, but Watch the Fees
In the second of a series, a look at liquid alts’ role in reducing portfolio risk, and how to find some hidden costs.
Wilshire Launches Liquid Alt Indexes
The news is the latest in a long line of evidence suggesting the asset class is here to stay.
Institutional Investment Managers Beat Retail Managers at Own Game
Institutional managers gained more than their retail-oriented counterparts in the retail market in 2013, Casey Quirk finds.
Ritholtz to Alt Fund Investors: Beware ‘Negative Alpha’
Barry Ritholtz asks: Why should individual investors want to invest like a hedge fund?
10 Private Equity Managers That Outperform Their Peers
Preqin lists the top fund managers in three categories: buyout, venture capital and fund-of-funds strategies.
How Advisors Use Liquid Alts: The Business Continuity Issue
Advisors use liquid alternative investments for several reasons, like to reduce portfolio volatility. One of the overlooked reasons involves the health of their own firms.
3 Reasons Alts Make Sense in Self-Directed IRAs: PENSCO
There are three primary reasons driving investor interest in alternatives in their IRAs, said Kelly Rodriques, CEO of PENSCO Trust Co.
Why Endowment Funds Like Yale’s Are Doing Just Fine
There’s a reason endowment funds underperformed in the current bull market but outperform over market cycles. Here’s how Yale does it.
Foundations, Endowments Remain Bullish on Hedge Funds
Sixty-five percent of respondents to an NEPC survey reported hedge fund exposure greater than 10% of their total portfolio.
New ETF Based on Workplace Equality Index
Years ago, Denver Investments built an index of companies with gay-friendly workplaces. Now it's rolled out an ETF to meet like-minded investors' needs.