Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Why Advisors Are Turning to Alts
By Jonathan C. AngristYears after the global financial crisis, the advisory community continues to grapple with portfolio diversification.
October 24, 2017
Nearly 1 in 5 Pension Plans Are OverfundedRising variable rate premiums powerfully influence plan sponsors and their strategies, NEPC reports.
October 23, 2017
Thinking About Private Equity in a Retirement Portfolio? Read This FirstDespite risks associated with PE investments, the sector may be worth exploring as part of a retirement strategy for those willing to do the homework.
October 23, 2017
Hedge Fund Assets Set Fifth Quarterly Inflow RecordAs equities set records, investors explore more use of alternatives.
October 23, 2017
AI-Powered Equity ETF Launches on NYSE Arca: Portfolio ProductsIn other product news, IndexIQ launches two actively managed municipal bond ETFs.
October 19, 2017
Investors’ Cash Dips, but Not Enough to Trigger ‘Sell’ Signal: MerrillEighty-two percent of fund managers surveyed said bond yields will rise, and 85% said bonds were overvalued.
October 18, 2017
Private Equity Firm Lovell Minnick Is Buying $20B Tortoise InvestmentsThe purchase of the asset manager is expected to close in the first quarter of 2018.
October 16, 2017
3 Female Portfolio Managers Share Their Investing PicksThis is the Raymond James Womens Symposiums first portfolio management panel in its 23-year history.