Tag: Alternative investments

Exchange-traded funds have benefited once again in 2017 from an increase in investor focus on costs.

Some are looking to build on proprietary investment models.

The median investment management fee charged to retirement plans is 38 basis points, according to the Callan Institute.

Pension funds have benefitted strongly in the last quarter—and the last several years—from strong stock market performance. 

One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.

But among the 58% of these investors who do, expectations run high.

Several Americans across generations fear their portfolios aren’t diversified enough to secure a comfortable retirement in the event of a market correction.

An increasingly popular asset class, investors shouldn't pay significantly higher fees for these strategies than market-cap-weighted alternatives, which capture the same performance drivers and can replicate most of...

Wilshire Launches VETS Index; Betterment Sprouts SRI Option for Participants; LPL Opens Mutual-Fund Only Platform; and more.

Real estate accounts for 35% of that total.

Transparency remains of growing importance for asset managers and institutional investors focused on alternative assets, but many are unsure of how to achieve it.

Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.

Conway Acquires Alternative Investments Platform;, and ActiveAllocator Enhanced with TradeIt.

Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan. 

American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.

Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.

Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.

The lawsuit claimed the defendants breached their fiduciary duties by investing a significant portion of the plans’ assets in risky and high-cost hedge fund and private equity investments...

Serving governmental retirement plans is viewed as attractive by many providers, simply due to the sheer size and stability of the clientele, but one ERISA attorney warns there...