Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Two Fed officials offer different views on risks from low rates
By Matthew Boesler, Christopher CondonExpectations for interest rates remaining low for a long time are becoming entrenched among investors, allowing the Fed to delay raising rates.
August 29, 2016
Wall Street Redoubles Fight to Manage $100 Billion of EndowmentsHelping endowments manage their investments has grown into an almost $100 billion business thats attracted stiff competition from banks, consultants and boutiques.
August 26, 2016
Foundations Adjusting to Lower Returns, for NowPrivate and community foundations are holding spending steady amid lower returns, but can they live with middling investment performance in the long run?
August 26, 2016
MSCI Change Will Boost REITs’ VisibilityThe long-awaited reclassification of real estate as a separate investment sector from finance occurs at an especially fortuitous time for REITs.
August 26, 2016
SEC Takes Aim at Performance That’s Just Too Good to Be TrueSEC will require RIAs to document their performance numbers, and disclose more about their use of separate accounts, including derivatives.
August 23, 2016
4 Apollo Advisors to Pay SEC $52M Over Failure to Disclose Fees, ConflictsFour private equity fund advisors affiliated with Apollo Global Management misled investors and failed to supervise a senior partner's charges to the funds, SEC said.
August 22, 2016
Fidelity Launches Global Real Estate Fund; iSectors Adds Growth ETFThe Fidelity real estate fund launch is timed to coincide with a change in the S&P 500 that makes real estate a stand-alone sector.
August 22, 2016
It's Groundhog Day for Low-Volatility InvestorsWe see investors caught in a behavioral time loop, destined to repeat mistakes that inevitably end in red ink.