Results for "alternative investments"

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Alt investments on the rise among RIAs

January 2, 2018

Based on the success of the RIA industry, the trend of breakaway advisers interested in exploring the independent channel continues to gain momentum. Slowly but surely, the notion that independence cannot support complex, sophisticated advisers...

Energy funds rally sharply

January 12, 2018

As the Standard & Poor's 500 soars higher, there's another bull market bubbling up: Crude oil. Black gold. Texas tea. But before you sell the shack and move to Beverly Hills, keep in mind there's a whole lot of oil still in the ground and offshore,...

Silver lining in BDC fundraising figures

December 21, 2017

The figures are in and they're miserable. During the first three quarters of this year, BDCs raised just $624 million ($832 million annualized) versus $1.5 billion last year. Worse, capital formation is off from the 2014 peak of $5.5 billion,...

Best-performing international ETFs in 2017

January 10, 2018

International markets woke from a multi-year slumber in 2017, aided by a declining dollar. Among developed markets, Austria (55%), Denmark (32%) and Singapore (31%) all beat U.S. stocks. And among emerging markets, investors were saying “Thank...

Digital marketplaces aim to ease RIA access to alternative investments

December 22, 2017

Advisers are expected to increase their use of alternative investments in 2018, and technology vendors are eager to meet the demand. Companies like iCapital Network and CAIS are providing digital marketplaces to help providers get products like...

Year's best performing alternative funds

November 20, 2017

Alternative funds, which mimic hedge-fund techniques to increase returns or reduce risk, soared in popularity in 2015 and 2016. How have they done this year? By and large, pretty badly. Hobbled by high fees and strategies designed to hedge downside...

FS Investments parts ways with Blackstone, announces new partnership with KKR

December 11, 2017

FS Investments, the leading sponsor of nontraded business development companies, took the first steps Monday that will lead to liquidity events for investors and the creation of a giant, $18 billion listed company. First, FS, which launched...

Beware of so-called 'liquid' alts for retail investors

October 30, 2017

In the independent broker-dealer and RIA space, the term "alternative investment" means exactly what it implies: It is an alternative to commonly held liquid investments traded on a public exchange. Alternatives can be inappropriate for those...

Not all smart-beta funds are smart

November 30, 2017

"Smart-beta" strategies are index funds that attempt to beat the market or achieve specific objectives, like higher income or lower risk, through security selection, alternative weighting or some combination of the two. They express active bets,...

Nontraded BDC sales in worst year since 2010

November 22, 2017

Sales of nontraded business development companies are on track to decline for a third consecutive year and are on the way to posting their worst year for equity raising since 2010, when the product was just beginning to be widely sold by independent...

The Philosophy of Goal-based Investment Planning

October 19, 2017

Dr. Michael Finke, CFP®, Dean and Chief Academic Officer, The American College of Financial Services Most of us view our investment portfolio as numbers on a screen. However, investments represent money that we set aside for some future purpose...

Which investors are most attracted to ESG investments and why?

December 2, 2017

Increasingly, Americans are seeking to link their values to their investment portfolios. But not all advisers feel equipped to dole out advice on responsible investing. See what motivates advisers who back environmental, social and governance...

Alternative beta raises the bar on hedge funds

November 30, 2017

Here's a paradox for financial advisers to consider: As it relates to traditional indexing, we would never invest in an active manager in long-only equity without benchmarking them to the relative index. But in the hedge fund world, we've accepted...

Why gold is less of a haven these days

August 31, 2017

Having waited patiently for the "any-minute-now" moment, gold investors are taking comfort from the recent rise in price in response to geopolitical tensions. Yet the responsiveness of gold, as well as the overall price, appears weaker than...

Collectibles market not what it used to be

September 22, 2017

If you have clients who are thinking of investing in collectibles, Harry Rinker, dean of collectibles, has a few words for you: Collecting isn't what it used to be. "Collecting as a whole is threatened," said Mr. Rinker, head of the Institute...

Reforming compensation practices in the retail alternatives space

June 20, 2017

It's become increasingly clear that, while the investment goals of retail alternative products are crucial to investor portfolios, a number of alternative product sponsors should seriously consider moving towards a cost and compensation model...

Best- and worst-performing emerging-market funds

August 19, 2017

U.S. open-end diversified emerging-market funds TOP 10 Name Current fund-level net assets YTD return 1-year return 3-year return 5-year return Net expense ratio Ashmore Emerging Markets Value Instl (EMFIX) $10,064,105 31.19% 41.24% 3.52% 6.70%...

Alternative strategies boomed after crisis, but haven't been tested

August 15, 2017

Closing in on the 10-year anniversary of the start of the financial crisis, and the stock market peak that preceded it in the fall of 2007, alternative-strategy mutual funds linger like an umbrella waiting for a storm. Alternative funds, which...

Gold shines in an uncertain bull market

April 7, 2017

Gold is only happy when it rains — and if your clients have gold in their portfolio, today would be a good reason to remind them why. Gold pays no dividends and has no earnings. Anyone looking for growth has no business investing in the yellow...

Oaktree Capital to take over two Fifth Street BDCs in $320 million deal

July 17, 2017

Oaktree Capital Group, a Los Angeles-based alternative investments manager, will pay $320 million in cash to Fifth Street Management to become the investment adviser to two business development companies: Fifth Street Finance Corp. and Fifth...

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