Volatility Makes Alternative Investments ‘Essential’ to U.S. Portfolios: Survey
Over three-quarters of institutional investors in the United States consider alternative investments “essential” to a diversified portfolio, a survey by Natixis Global Asset Management found.
Challenges and Opportunities in the JOBS Act
Provisions within the JOBS Act present advisors with a number of new challenges and opportunities for high-net-worth clients, as the legislation increases access to several alternative private investment structures.
Foundation and Operating Charity Investments Disappointed in 2011
The nonprofit sector experienced negative investment returns in fiscal 2011 for the first time in three fiscal years, according to two companion studies by Commonfund Institute.
Learning the Hard Way
The venture capital fund industry is reeling from a report issued by the Kauffman Foundation last month.
PENSCO-Lincoln Trust Merger to Create $10 Billion Alternatives Custodian
"PENSCO is creating a firm with institutional scale and national reach to handle the accelerating growth of alternative assets across the U.S.," says CEO Kelly Rodriques.
Who’s Really ‘Rich’?
A national debate about “rich” versus “poor” has erupted. We’re told the contest is between the top 1 percent of all income earners against the bottom 99 percent. We are also told the top 1 percent represents not just the dreadful essence of evil, but that they are “rich.” What...
Alternatives All the Rage
New research has found that 78 percent of all advisors are using alternative investments within client portfolios, according to Cogent Research, mainly for diversification and with some variation related to channel differences and other factors.
New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee
This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.
Is the Carried Interest Loophole Closing?
The Tax’s Court’s decision in Dagres v. Commissioner brings 'carried interest' into question.
Most Advisors Using Alternative Investments, Study Finds
New research has found that 78% of all advisors are using alternative investments within client portfolios, Cogent Research said Tuesday, mainly for diversification.