Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
ETFs and Cash Trump Mutual Funds in Advisor Usage
By Michael S. FischerExchange-traded funds continue to gain popularity at the expense of mutual funds among financial advisors, according to a new survey by the FPA.
May 30, 2017
‘Billion Dollar Club’ of Hedge Funds SwellsInvestor outflows surged in 2016, but big allocators number and influence expanded, Preqin reported.
May 30, 2017
Putnam Investments to Launch 3 Alternative Strategies: Portfolio ProductsAlso, Allianz Life introduced two new index variable annuity products.
May 29, 2017
The Mainstreaming of Private Equity, Phase IIDespite its growing appeal, private equity has always been limited by illiquidity.
May 25, 2017
Advisors Should Consider Alternatives to Publicly Traded REITsGiven REITs limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
May 25, 2017
How a Global Equities Manager Handles the Market’s HeatRick Schmidt of Harding Loevner discusses recent investments in the face of volatility.
May 22, 2017
Smart Beta Strategies More Popular Than Ever and Growing Rapidly: SurveyAllocations to smart beta strategies jumped from 36% to 46% in one year, according to FTSE Russell's latest Global Institutional Smart Beta survey.
May 22, 2017
Introducing Swell, a New Impact Investing Platform: Portfolio ProductsIn other product news, IndexIQ launches a small-cap ETF.