Tag: Alternative investments

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

This week Northern Trust announced enhancements to services for private equity investment clients, while Franklin Templeton expanded multi-asset solutions capability with new open architecture offering. 

Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity.

Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. 

The index was established as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments, and is the basis for a collective trust used in...

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

Investors are concerned about global political unrest and macroeconomic challenges, according to Natixis, but they remain optimistic on equities and alternatives. 

The SEC this week voted to propose rules to enhance operational transparency and regulatory oversight of alternative trading systems—and the activities of brokers using them. 

PLANADVISER reached out to Marcia Wagner, principle with Wagner Law Group in Boston, for comments about the case.

A New York Congresswoman's bill would require more disclosure about hedge fund holdings.

A white paper discusses some of the ways plan sponsors can put alternative assets into a DC plan.

Two panelists speaking at the PLANADVISER National Conference suggest liquid alternative investments present compelling opportunities in a rising interest rate environment.

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.

Advisers can differentiate themselves by showing DC plan sponsors how alternatives can help and how to include them in fund menus.

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.