Tag: Alternative investments

Latin America’s mutual funds and private-pension funds will amass another $1.4 trillion over the next five years, according to a Cerulli Associates report.

UBS Investment Bank announced that it added to its suite of E-TRACS exchange-traded notes (ETNs) an E-TRACS linked to the Wells Fargo Business Development Company (BDC) Index.

State Street Corporation announced that Charles Cooper has joined the company as senior managing director of State Street’s eExchange derivatives program.

Riverside Risk Advisors, a boutique derivatives advisory firm, has hired Steven Plake.

Principal Global Investors has agreed to acquire a majority stake in Finisterre Capital LLP and Finisterre Holdings Limited, an emerging markets investor based in London.

Investment management giant PIMCO has expanded its emerging market fixed income team through the hiring of three additional portfolio managers.

Baby Boomers and financial advisers remain concerned about market volatility in retirement accounts, a MetLife poll shows.

Russell Investments is expanding its hedge fund team with the addition of Brian Burke as risk management officer and Lance Babbit as senior portfolio manager, hedge funds.

A Franklin Templeton poll found half of respondents are planning to invest outside their home country this year, with 62% planning to do so over the next decade.

The Dreyfus Corporation launched the Dreyfus Total Emerging Markets Fund.

Deutsche Bank and Invesco PowerShares Capital Management, LLC have launched six exchange-traded notes (ETNs) linked to the foreign sovereign bond futures.

Brinker Capital created the Crystal Strategy 1, which focuses on bringing diversification, transparency, and liquidity to alternative investments.

More than three-quarters of retirement plan sponsors have emerging markets equities in their investment lineups or are considering adding them, according to a Grant Thornton survey.

A Franklin Templeton Investments survey found 71% of advisers believe the greatest investment opportunities over the next decade will be outside the U.S. 

Forward Management, LLC has announced an initiative to accelerate the firm’s development of alternative investment products in both mutual fund and private partnership form. 

Standish Mellon Asset Management Company LLC and The Boston Company Asset Management (TBCAM) are jointly managing the Total Emerging Markets strategy. 

Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, has added alternative investments specialist Altegris Advisors as a portfolio strategist. 

Standard & Poor's has announced the launch of the S&P GSCI Dynamic Roll Index.  

Transamerica has enhanced its Transamerica Multi-Manager Alternative Strategies Portfolio with what it described as “a variety of niche, non-traditional asset classes."

John Hancock Funds launched the John Hancock Alternative Asset Allocation Fund (JAAAX).