Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Often Ignored, Closed-End Funds Have Some Big Advantages
By Jane Wollman RusoffThe actively managed income-producing funds certainly aren't alone in trying to buck the trend to passive investments.
November 02, 2018
Social Responsibility No Longer a 'Niche'The US SIF found that 26% of all U.S. assets managed by professionals are ESG-linked, a huge increase from 2016.
November 01, 2018
Woodbridge Group Ex-CEO Fined $120M for Ponzi SchemeRobert Shapiro agreed to pay the funds to the U.S. Securities and Exchange Commission to settle allegations he defrauded investors in a $1.2 billion real-estate investment scam.
October 29, 2018
Ex-Julius Baer Banker Gets 10 Years for Venezuelan PlotMatthias Krull pleaded guilty to role in money-laundering case; judge in Miami suggests she could reduce term if he cooperates fully.
October 26, 2018
Tax-Advantaged Opportunity Zone Funds Are Coming to MarketIn addition to tax benefits for investors, the funds offer potentially positive impacts on low-income communities.
October 26, 2018
4 Years After Its Acquisition, How Is Nuveen Doing?Since TIAA acquired the asset manager, Nuveen has made a number of changes.
October 26, 2018
Alt Assets on Track to Increase 59% by 2023: PreqinThe number of fund management firms active globally will grow by 21% over the next five years to 34,000, Preqin predicts.
October 25, 2018
Do You Know the Changes in Stock Sector Classifications?Some massive shifts took place in late September re-categorizing big-name stocks — and ETFs — which most likely will affect client portfolios.