Tag: Alternative investments

Ninety-eight percent of defined contribution (DC) investment consultants polled recommend clients offer a target-date or target-risk investment tier.

BNY Mellon announced the launch of BNY Mellon Risk View.

Clear Sailing Investment Group (CSIG) and Hand Benefits & Trust launched collective trust funds for Clear Sailing’s retirement plan clients.

 Putnam Investments  aims to shine a light on the critical role of innovation in driving outcomes for advisers and investors.   

GPS Select Solutions, a suite of multi-strategy solutions, was rolled out by Genworth Financial Wealth Management (GFWM). 

Concern over market volatility remains on high alert, and returns are expected to dip, according to research by Casey Quirk and eVestment.

An alternative investment educational series begins in Los Angeles with a keynote address by Jeffrey Gundlach, the chief investment officer of DoubleLine Capital.

The only asset class that has experienced a material drop in asset management fees is alternatives, Mercer said in a report.

Oppenheimer rolled out a fund, the Oppenheimer Diversified Alternatives fund, focused on nontraditional growth and income.

During the third quarter, Callan DC Index balances improved by more than 4%, mostly because of market appreciation.

Nearly three-quarters of advisers use alternatives, but many would still like deeper knowledge about them.

The Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital have been added to Jefferson National’s offerings.

Risk management continues to be a driving force behind registered investment advisers’ (RIAs’) approach to structuring client portfolios.

Clark Capital Management Group added three of its retail strategies to their roster of Navigator 401(k) Solutions.

A lack of education may be impeding adviser usage of traditional alternatives.

Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.

 The Taylor Xplor Managed Futures Strategy Fund was unveiled by Taylor Alternative Mutual Funds, providers of alternative investment strategies. 

LPL Financial LLC added two portfolios from LPL Financial Research and two managed alternative investment portfolios from Fortigent to its Model Wealth Portfolios (MWP) platform.

Three in four U.S. institutional investors (74%) have changed their approach to risk management over the past five years.

SEI’s Institutional Group released the results of its corporate pension investment mid-year quick poll.