Results for "alternative investments"

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Small broker-dealer owner settles with Finra over allegations of concentrating clients in illiquid alts

November 22, 2016

A combative owner of a small broker-dealer has reached a settlement with the Financial Industry Regulatory Authority Inc. over claims that he and his firm had clients overly concentrated in illiquid investments and had used a book he had written...

A clear view of alternative strategies is a challenge for financial advisers

October 30, 2016

Gauging the value of an alternative investment has been a real challenge for advisers, particularly in the last eight years. Looking at performance and fees doesn't tell the half of it. Liquid alt strategies are meant to dampen risk and/or magnify...

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...

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 four flavors of multialternatives have widely differing tastes

September 4, 2014

With the equity markets appearing to layer on more risk with each passing day, it's not surprising that the category of mutual funds labeled multialternative would be gaining appeal as a reliable means of reducing risk. Trouble is, the funds...

Environmental services draws investor attention

April 13, 2014

Investors don't have to be of a socially conscious bent or have strong views on climate change to see intriguing long-term investment opportunities in environmental services, particularly in environmental sciences and management. The environmental-services...

MLP mutual funds: A bad wrap?

July 22, 2012

The planned acquisition of SteelPath Capital Management LLC by OppenheimerFunds Inc. is much more significant than just a $176 billion asset management company's absorbing a $2.6 billion boutique firm. The deal, which was announced last week...

Trump's tax plan could fuel rally in MLP investments

May 11, 2017

If the Trump administration's tax-reform plan gains traction, investors in master limited partnerships could be among the beneficiaries, which means financial advisers might want to start sharpening their pencils for some number crunching. President...

Embracing liquid alternatives for investors at all levels

November 25, 2012

Financial advisers, take notice — liquid alternatives are fast becoming “the new black.” Over the past few years, the term “liquid alternative” has become part of the vernacular in references to nontraditional investment strategies...

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,...

Don't let volatile energy markets change your mind on MLPs

November 2, 2015

When energy prices are volatile, master limited partnership returns may follow commodity trends in the short run. Over long periods, however, MLP returns have generally exhibited a relatively low correlation with energy prices. In fact, today's...

Alternative investments combined with fee-based services are changing the investing world

November 24, 2015

The growing popularity of alternative investments is having a profound impact on investment firms and the growing practice of fee-based advisory services. And it's not just alternative specialists who are affected, but the entire asset-management...

How to think about alternatives

September 2, 2015

Today, investors have more alternatives to choose from than ever Source: ProShares Alternatives are used either to capture return or manage risk Source: ProShares What's the right mix? Source: Bloomberg. Hedge Funds = HFRI Fund Weighted Composite...

Nontraded BDC to pursue listing on national exchange

April 6, 2017

Corporate Capital Trust Inc., a $4.4 billion nontraded business development company sponsored by CNL Financial Group, said Wednesday in a filing with the Securities and Exchange Commission that it would pursue a potential listing on a national...

Which is the easier question: How do you feel about liquid alts or how to regulate them?

July 6, 2015

“When faced with a difficult question, we often answer an easier one instead, usually without noticing the substitution,” psychologist and Nobel Prize winner Daniel Kahneman wrote in his 2012 book Thinking, Fast and Slow. This is a common...

Newbridge target of investor complaints over REIT sales

February 13, 2018

Newbridge Securities Corp. could face two dozen investor complaints from police, fireman and other Philadelphia public employees alleging millions in damages from the sale of illiquid nontraded real estate investment trusts managed by one-time...

8 of the most valuable guns ever sold

January 14, 2015

Guns, like many collectors’ items, often change hands in private sales, while others fetch large sums at auctions. Here are eight guns that made headlines for the record cash they drew on the auction floor, courtesy of The Richest and GunzMart....

Real liquidity: Why investors care about water

April 19, 2015

One of the great teaching tools in undergraduate economics is the Diamond-Water Paradox, which challenges us to think through why water, a necessity of life, is almost free, while diamonds, which pretty much everyone can live without, are expensive....

BDCs' juicy yields attracting a lot of insider buying

February 17, 2015

The investment landscape is generally not friendly to investors looking for quality yielding investments. With the 10-year Treasury yielding under 2% and investment grade debt offering not much more, it is really difficult to find quality yield....

Nasdaq courts advisers with new private-equity trading platform

March 8, 2017

Private-equity managers are poised to start targeting financial advisers and their wealthier clients, thanks to an expanded alternatives platform by Nasdaq Private Markets. Debuting Wednesday as NPM Alternatives, the private-auction marketplace...

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