Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
LTCI Watch: What's Wrong?
By Allison BellAn academic journal editor critiques the U.S. private long-term care insurance market.
March 07, 2012
In ‘Hugely Important’ Move, Schwab Endorses DTCC’s AIP Custody ServiceWith SEC no-action letter in hand, custodian to begin automated settlement and reporting of alternative investments for its advisor clients.
March 07, 2012
The Future Is Now: Institutional Asset Allocation for Retail InvestorsScrutiny of the asset allocation process since 2008 has led to a proliferation of smart, managed investment products that help facilitate the implementation of diversified portfolio strategies.
March 06, 2012
Jackson Unveils Diversified Alternative Investment ProductJackson National Life has introduced Elite Access, a new investment vehicle designed to provide greater portfolio diversification through the use of alternative asset classes in an annuity.
March 06, 2012
Options and Taxes: Tax Treatment of Incentive Stock OptionsThe definitive word from Tax Facts Online on incentive stock options. First, how the grant is taxed, and second, how the exercise of the incentive option is taxed.
March 05, 2012
Jackson National Unveils VA with Alternative InvestmentsThe 12 alternative investments options include managed futures, commodities, listed private equity, global infrastructure, convertible arbitrage and emerging markets debt. The product also features traditional investments from American Funds, Franklin Templeton, J.P. Morgan and T. Rowe Price, among other active managers.
March 05, 2012
Jackson National Unveils VA with Alternative InvestmentsThe 12 alternative investments options include managed futures, commodities, listed private equity, global infrastructure, convertible arbitrage and emerging markets debt. The product also features traditional investments from American Funds, Franklin Templeton, J.P. Morgan and T. Rowe Price, among other active managers.
March 02, 2012
Brookstreet CEO Fined $10 Million for Selling Risky CMOs to SeniorsA federal judge has ordered the former CEO of Brookstreet Securities to pay a $10 million penalty for selling risky and illiquid collateralized mortgage obligations to seniors during the financial crisis.