Tag: Alternative investments

Total assets managed by the top 100 alternative investment managers globally reached $3.3 trillion in 2013, compared with $3.1 trillion in 2012, Towers Watson research finds.

Evanston Capital Management has released its Evanston Alternative Opportunities Fund.

MFS Investment Management has released the MFS Managed Wealth Fund, a flexible equity fund that seeks to provide capital growth with moderate volatility.

The global investment picture continues to strengthen at midyear 2014, despite first quarter setbacks, with stronger performance in developed economies and persistent low inflation predicted.

The Oppenheimer Emerging Markets Innovators Fund (EMIAX) will be available to retirement plans at the end of June.

Real estate has a place in defined contribution (DC) plans, the Defined Contribution Real Estate Council contends, but sponsors have concerns over valuation, liquidity and cost.

Adviser-sold college savings plans gained traction, and now show balances equivalent to direct-sold plans, research shows. 

The use of exchange-traded funds (ETFs) by institutional investors is increasing, a study finds.

Average investors are showing renewed confidence and have set aggressive investment targets, according to Natixis Global Asset Management, but outlooks for retirement remain depressed.

T. Rowe Price, a provider of investment management services, has launched the new Credit Opportunities Fund.

Mirae Asset Global Investments, an investment services provider specializing in emerging market equities, launched an enhanced website focusing on financial adviser support and education.

Data about organizations' searches for investment managers reflects a shift toward non-traditional asset mandates.

New research indicates defined benefit (DB) plans will turn increasingly to alternative investments during 2014.

Investment consultants polled for an annual PIMCO survey voiced near-unanimous support for the use of alternative investments, especially in custom target-date and target-risk strategies.

Building a portfolio to succeed in different return environments is an increasingly important goal of active asset managers—and explaining often-complex strategies is another.

The Center for Due Diligence (CFDD) launched a liquid alternatives Web page designed to help manufacturers, distributors and advisers of these products.

The Financial Industry Regulatory Authority (FINRA) imposed a $950,000 fine on LPL Financial LLC for supervisory deficiencies related to the sale of various alternative investment products.

In prior decades, international and emerging market stocks were good investments to get diversification for a retirement plan portfolio, but things have changed.

Advisers can put their proficiency in alternative investments to the test with the Fundamentals of Alternative Investments Certificate.

Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.