Tag: Alternative investments

The Russell Multi-Strategy Alternative Fund and the Russell U.S. Strategic Equity Fund were introduced by Russell Investments. 

A heightened interest in alternative investments among advisers and clients calls for education about those investments' role in portfolios, a source at Russell Investments told PLANADVISER.  

Financial advisers are more likely to recommend emerging markets and dividend-producing equities, given the current low-yield environment, a survey found.

Other popular asset classes advisers are considering include non-U.S. fixed income, alternatives, real assets and commodities, Cogent Research found.

 Total alternative assets managed on behalf of pension funds by the top 100 managers (ranked by pension fund assets) was $1.2 trillion in 2011.

PENSCO launched PENSCO SuccessorCustodian.

Safeguard Financial introduced a managed real estate investment program for self-directed individual retirement accounts (IRA) and 401(k) plans.

Morningstar Inc. released Morningstar Analyst Ratings and Global Fund Reports for approximately 40 alternative U.S. mutual funds, representing about 75% of the alternative fund universe by assets.  

There’s been an uptick in global demand for diversification and alpha generation, according to the 2012 Global Survey on Alternative Investing by Russell Investments.

The global financial services firm Wilshire Associates rolled out two offerings, one with exposure to liquid alternatives and a lower-cost product for smaller client accounts.

 Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.   

More than three-fourths of Americans familiar with retirement accounts are interested in investing their individual retirement accounts (IRAs) in alternative assets.

Private equity, hedge funds and real estate will drive a combined 20% of all manager search activity in the U.S. 

J.P. Morgan Asset Management enhanced its pooled Stable Asset Income Fund (SAIF).  

Vanguard launched the Vanguard Target Retirement 2060 Fund. 

Long-term mutual funds had a second consecutive month of net redemptions with outflows of $9.8 billion in December 2011. 

Advisers’ interest in alternative investments is on the rise, and smaller, boutique asset managers may meet the criteria advisers want more than larger, “brand name” firms.

Erin Spalsbury joins J.P. Morgan Asset Management’s Liability Driven Investment (LDI) Solutions group.  

J.P. Morgan Asset Management–Global Real Assets hired Rob Johnson as head of global business development for China real estate.  

Alternative Investment Group has appointed Joel Gantcher as managing director, head of manager research, and Samuel Sussman as managing director, head of investment strategy.