Asset Managers Exploring Fresh Avenues to Bring Alts Into DC Plans
Per Cerulli, asset managers are leveraging CITs and interval funds to try and get into DC plans; an adviser sees...
Tag: Alternative investments
Younger High-Net-Worth Investors Seek Out Alternative Investments
Gen Z and Millennials are turning to alternatives instead of traditional stock and bond investments.
Alternative Reality
Alt investing in DC plans is still a dim possibility despite some solutions already in market, according to Cerulli.
Advisers Face Obstacles to Incorporating Alternative Investments
Only one-quarter of advisers even have access to alts, according to Fidelity.
Product & Service Launches – 2/15/24
CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...
Retirement Industry People Moves
Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president;...
Investment Product and Service Launches
FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond...
PGIM Takes Majority Stake in Direct Lender to Boost Alternative Offerings
The firm’s investment in Deerpath Capital Management comes as institutional and private investors look to alternatives for returns amid volatile...
Retirement Industry People Moves
CastleKeep names Mike Benevento partner; Snowden Lane Partners adds Eduardo Alvarez Andreu; Matt Berman named president at Foresters Financial; and...
60/40 Portfolio Can Be Improved With Creative Use of Alternatives, Experts Say
After stock-and-bond “bloodbath” in 2022, retirement savers may want to rework the old 60/40 return model.
Adviser Product Partnerships
Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team...
Research: Adding Alts To Target-Date Funds Can Boost Savings Outcomes
Adding private market investments to TDFs can boost retirement income as much as 2%, according to Georgetown and WTW research.
Alternatives Get More Consideration Heading into 2023
As traditional asset markets continue to face challenges in 2023, DC plan advisers and plan sponsors are considering alternative investments...
Solving the Liquidity Factor for Alternative Investments in DC Plans
Alternative investments such as private real estate create a liquidity challenge for plan sponsors, but advisers can help find solutions,...
Education Options for Alternative Investments Expand
As alternative investments grow in popularity, so do programs to educate and assist advisers looking to discuss them with clients.
Adviser Product Partnerships
Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms;...
Investment Service and Product Launches
John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid...
Investment Service and Product Launches
Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and...
The Case for the 60/40 Portfolio’s Survival – In Two Charts
60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers...
Financial Advisers Increasingly Turn to Alternative Investments Amid Stock and Bond Declines
A Broadridge adviser survey saw an 8% jump in alt investment use over the year, though many aren’t fully satisfied...