Results for "alternative investments"

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Lynn Tilton's Zohar funds file for bankruptcy

March 12, 2018

New York financier Lynn Tilton, who's been at the center of legal battles over three structured debt vehicles she used to finance distressed companies, put the funds into bankruptcy with plans to refinance debt or sell assets. Filings for Zohar...

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...

Nontraded BDC sales sink like a stone in 2016

November 22, 2016

Sales of nontraded business development companies are down sharply this year as advisers and their broker-dealers grapple with regulatory changes and uncertainty – the same forces that have also severely dampened sales of nontraded real estate...

Wall Street's volatility time bomb

February 7, 2018

It was the hot trade on Wall Street, a seemingly sure thing that lulled everyone from hedge fund managers to small-time investors. Now newfangled investments linked to volatility in the stock market — until a few years ago, obscure niche products...

More advisers use alts, but few understand them

April 28, 2018

Even as adviser use of alternative investments is on the rise, one overriding problem remains.​ Advisers often don't understand them, according to a panel of investment experts at the InvestmentNews Innovators in Investing event and webcast...

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...

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...

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...

Altegris merges with Artivest to create $3B alternative investments platform

February 8, 2018

Two alternative investment platforms are merging to create a comprehensive portal for connecting investors, through their financial advisers, with access to both registered and private investment products and strategies. The deal, announced...

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...

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...

Seller of alternative investments in fight over car dealerships

February 5, 2018

One of the current leading sellers of illiquid, high-commission alternative investments through independent broker-dealers, GPB Capital Holdings, is in the middle of an ugly dispute with a former business partner who allegedly recently reneged...

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...

What advisers need to know about alternatives

April 4, 2018

Investing in alternatives isn't always easy, according to an InvestmentNews Innovators in Investing panel. The one-hour panel features insights from Kevin White, head of investment strategy at DFS, Tom Daley, managing director of custody services...

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...

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....

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%...

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...

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