Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Reinhart Partners: 2014 Small-, Mid- and SMID-Cap 2014 SMA Manager of the Year
By Savita Iyer-AhrestaniReinharts mid-cap strategy may not be as impressive in a stable market, but its ability to navigate a bear market makes it a winner.
July 09, 2014
Glenmede Small-Cap Equity: 2014 Small-, Mid- and SMID-Cap Equity SMA Manger of the YearGlenmedes Small-Cap Equity strategy was honored for consistency, discipline and "never wavering from core strategy."
July 09, 2014
Texas Billionaire’s Odd Way of Saving Heirs Some Tax DollarsIt's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
July 09, 2014
Still Trying to Understand NAPFA’s New Membership RulesI spoke to the fee-only organizations CEO, Geoffrey Brown, but I remain confused. How about you?
July 09, 2014
SEC Begins Exam Sweep of Alt Mutual FundsThe SEC is scrutinizing alternative mutual funds, with an exam sweep targeting 15 to 20 fund complexes.
July 09, 2014
Top 20 States for Private Equity InvestmentAn analysis by a private equity group ranks states by investment value and number of investments.
July 08, 2014
Robeco Boston Partners: 2014 U.S. Equity Large-Cap SMA Manager of the YearMinimal turnover and sustainable competitive advantages give Robeco Boston Partners Large-Cap Value strategy an edge.
July 08, 2014
Cerulli flags rising demand for alternative investmentsAdvisor-recommended portfolio allocations devoted to alternative mutual funds range from 5 percent to 25 percent.