Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
This New Fund Structure Helps Retail Clients Access Private Markets
By Drew SchardtEvergreen funds address private-market obstacles, like high minimums and tax complexity, that can keep investors out.
May 21, 2021
Treasury Calls for Crypto Transfers Over $10K to Be Reported to IRSBusinesses receiving Bitcoin and other crypto assets valued at over $10,000 would need to report these transactions, as they do now with cash, the department proposes.
May 20, 2021
Debate: Should Carried Interest Tax Loophole Be Eliminated?Two professors debate this rule that gives favorable tax treatment to the compensation of private equity and hedge fund managers.
May 19, 2021
Vanguard to Expand Private Equity AccessThe asset class will first be available to eligible self-directed Vanguard clients who are accredited investors, the asset manager says.
May 18, 2021
Dynasty Launches First Crypto Options for Its AdvisorsThe firm has teamed with Eaglebrook Advisors to offer Bitcoin and other digital assets to its advisor network.
May 17, 2021
Elon Musk Blows Up Wall Street's Case for BitcoinThe token is now worth about as much as it was when Tesla first disclosed in February its intention to buy some.
May 17, 2021
7 Factors That Could Shape the Annuity Market Going ForwardIf prices start to rise, that could lead other major changes.
May 17, 2021
Dodge & Cox Launches First New Fund in 6 YearsO'Shaughnessy Asset Management has introduced a set of new defensive and models on its custom indexing platform.