Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Advisors Sticking With Active Investments: Practical Perspectives
By Emily ZulzMost advisors have not changed their overall use of actively managed solutions in the past 12 months.
August 18, 2017
Hedge Fund Fined for Taking Investor Money to Support Other Funds: EnforcementAnd FINRA fined Wells Fargo Securities $3.25 million for failing to report all of its reportable conventional options positions.
August 17, 2017
Altegris, Artivest Partnering to Expand Alts DistributionAltegris announced Thursday that it is expanding access to its alternative investment funds for RIAs by partnering with tech platform Artivest.
August 16, 2017
Liquid Alts Had $3.2 Billion Net Inflows in Q2Relative value and equity strategies were winners, while macro continued to hemorrhage.
August 16, 2017
Cash Levels Remain ‘Stubbornly High’ in August Merrill SurveyInvestors corporate profit expectations hit the lowest level since November 2015.
August 16, 2017
Just Say No to the S&P 500, GMO Warns InvestorsGMO's James Montier and Matt Kadnar make the case for international and emerging market stocks over the U.S.
August 15, 2017
Endowments and Foundations Stick With AlternativesInvestors are much more optimistic about the U.S. economy now than a year ago, NEPC reports.
August 14, 2017
Saturna Capital Launches Clean Shares for Two Funds: Portfolio ProductsAlso, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.