Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
New Hedge Funds Offer Lower Fees but Hold Investments Tighter: Study
By Michael S. FischerManagers of funds that rolled out in 2015 offered fee incentives to early investors but increased redemption restrictions, Seward & Kissel finds.
March 01, 2016
The New Core Allocation: Long-Short EquityGiven the new norm of increased volatility and a bleak market environment, advisors are challenged to rethink the foundational elements of investor portfolios.
March 01, 2016
Crowdfunding and Peer Lending: Time to Swim With the Sharks?Clients are showing interest in nontraditional funding techniques; advisors can help them understand the risks and benefits.
March 01, 2016
New Law Eases Advisors’ Disclosure BurdenCan this be true? A law that reduces an advisor's regulatory burden? Believe it or not, the answer is yes!
February 29, 2016
Smart Beta Strategy Is Ripe for a ‘Crash’: Research AffiliatesSmart beta has performed well because of its growing popularity, not its actual strategy, a Research Affiliates report says.
February 29, 2016
SEC Taking ‘Close Look’ at JOBS-Act-Related Offerings, Particularly CrowdfundingEnforcement unit scrutinizing Reg A+ and 506(c) private offerings; exams targeting retirement planning and ETFs.
February 26, 2016
Top Portfolio Products: New Low-Carbon Indexes and Enhanced Beta ETFsThese indexes are designed to reduce the carbon imprint of institutional equity portfolios while boosting performance.