Tag: Alternative investments

During the third quarter, Callan DC Index balances improved by more than 4%, mostly because of market appreciation.

Nearly three-quarters of advisers use alternatives, but many would still like deeper knowledge about them.

The Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital have been added to Jefferson National’s offerings.

Risk management continues to be a driving force behind registered investment advisers’ (RIAs’) approach to structuring client portfolios.

Clark Capital Management Group added three of its retail strategies to their roster of Navigator 401(k) Solutions.

A lack of education may be impeding adviser usage of traditional alternatives.

Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.

 The Taylor Xplor Managed Futures Strategy Fund was unveiled by Taylor Alternative Mutual Funds, providers of alternative investment strategies. 

LPL Financial LLC added two portfolios from LPL Financial Research and two managed alternative investment portfolios from Fortigent to its Model Wealth Portfolios (MWP) platform.

Three in four U.S. institutional investors (74%) have changed their approach to risk management over the past five years.

SEI’s Institutional Group released the results of its corporate pension investment mid-year quick poll.

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.