Alternative Strategies Gain Traction in College Endowments
U.S. college and university endowments returned an average of 15.8% net of fees for the 2014 fiscal year.
TD Ameritrade Goes Its Own Way on Robo-Advisors, With a Twist
Custodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.
Ritholtz: Calpers’ Hedge Fund Exit Sets Off an Earthquake
Calpers’ decision to pull out of hedge funds could be a sign of radical change in the fund industry as a whole, Barry Ritholtz writes.
Global Venture Capital Investors Enthusiastic About U.S.
Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
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.
Private Foundation Investments Returned 15.6% in 2013
Returns on domestic equities far outpaced other asset classes, according to the Council on Foundations and Commonfund Institute.
Top 12 Tech Trends Impacting Advisors: Mary Meeker
Analyst Mary Meeker draws attention to everything from social media to cybersecurity in her latest talk.
Manager Selection and Performance Dispersion
One facet of advisor value is the ability to pick money managers that provide above-average returns.
Taming Risk in Alts to Fit Into Client Portfolios
One veteran advisor explains how he mixes in venture capital and private equity, along with extra vigilance.