Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Advisors Should Consider Alternatives to Publicly Traded REITs
By Daniel S. KernGiven REITs limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
May 22, 2017
Introducing Swell, a New Impact Investing Platform: Portfolio ProductsIn other product news, IndexIQ launches a small-cap ETF.
May 17, 2017
Aflac Finally Follows Peers in Placing Wager on Private EquityThe company's chief investment officer wants to put 2.5% of the assets in growth investments.
May 15, 2017
Hartford Funds Launches Low Volatility Multifactor ETFs: Portfolio ProductsAlso, Solactive introduces its Global Infrastructure Low Earnings Volatility Index.
May 10, 2017
Most Markets Have Made All Their Gains for the Year: Wells Fargo’s McMillionThe head of global asset allocation strategy also says to expect more volatility and opportunities to make some tactical adjustments.
May 10, 2017
What Advisors Should Know About Liquid AltsAlternatives are good investments in many markets as long as investors bear a few things in mind, Morningstar panelists say.
May 09, 2017
SEC’s Piwowar Warns About ‘SAFE’ Crowdfunding Instrument"Despite its name, a so-called SAFE is neither simple nor safe, SEC Commissioner Michael Piwowar says of simple agreements for future equity.
May 08, 2017
Why More Advisors Are Using Strategist PortfoliosHere's what they should look for when choosing among the increasing number of strategist firms and portfolios.