Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Wall Street Fees Bleeding Pension Funds, Report Says
By Gil WeinreichStates struggling with unfunded pension liabilities could come up with tens of billions fairly quickly by simply cutting Wall Street out of their fat pension management contracts.
July 03, 2013
Iowa sets date for hearing on pending Aviva USA dealThose hoping to get a glimpse behind the veil that has so far shrouded private equity firms drive to acquire fixed annuity businesses will get their chance fairly soon.
July 03, 2013
At Midyear, Bob Doll Judges His Top 10 Predictions for 2013By Bob Doll's own accounting, the Nuveen chief equity strategist got five predictions right and three wrong, and two are still too early to call.
July 02, 2013
Midstream MLP Funds Fraught With Opportunity, Tax DangerAvoiding tax drag is critical, says one MLP fund expert.
July 01, 2013
MLPs: ‘A Place in Every Portfolio’Try finding a young asset class that financial advisors are more excited about than the high-yielding master limited partnership.“My clients own…
July 01, 2013
MLPs Thrive in the Energy RenaissanceThe master limited partnership is a young, dynamic asset class directly linked to strengthening U.S. economic growth and the country’s historic energy…
July 01, 2013
Do You Need to File Form PF?Last year, the SEC created some confusion when it required advisors who manage private funds to periodically file Form PF. Herewith, we dispel that confusion.
July 01, 2013
MLPs, Taxes & K-1s: The ‘Must Know’Master limited partnerships (MLPs) have stepped into the spotlight during the last decade, and today there are more than 115 issuers with a combined market…