Results for "alternative investments"

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BDC cuts ties with B-D

September 1, 2013

A nascent nontraded business development company has cut ties with its outside broker-dealer manager, citing a lack of financial stability at the broker-dealer. The VII Peaks-KBR Co-Optivist Income BDC II Inc. said in a filing with the Securities...

Pimco continues to march toward alt investments

August 25, 2013

Bond giant Pacific Investment Management Co. LLC is taking the next step to build itself into an alternatives investments powerhouse by preparing to launch its first managed-futures mutual fund. Pimco on July 16 filed a preliminary prospectus...

Papagiannis to deconstruct alts at IN's alternative investments conference

August 23, 2013

Attend the third annual Alternative Investments Conference, September 23-24 in Chicago, and listen to expert Nadia Papagiannis from Morningstar give an overview of alternatives and the various vehicles through which they can be accessed. Register...

Bills to bolster accredited investors, alternative investments gain momentum

November 9, 2017

Legislation that would deepen the pool of sophisticated investors who can participate in private securities offerings and expand the lending capability of business development companies is gaining momentum in Congress. On Nov. 1, the House approved...

Alt gestalt: Greater allocation key

September 29, 2013

To make sure that alternatives are making a difference in a client's portfolio, financial advisers should allocate between 10% and 20% of their entire investments to alts, according to Nadia Papagiannis, director of alternatives fund research...

Where alts fit in a portfolio

September 23, 2013

The biggest role that alternatives can play in a portfolio is in reducing the portfolio's overall volatility so that investors can have the confidence to stay invested. “Individual asset class volatility is relatively normal, but portfolio-level...

Morningstar's Papagiannis to deconstruct alts at IN's alternative investments conference

August 27, 2013

Attend the third annual Alternative Investments Conference, Sept. 23-24 in Chicago, and listen to Morningstar's Nadia Papagiannis give an overview of alternatives and the various vehicles through which they can be accessed. Reserve your seat...

Ron Carson to speak at IN's alts conference

August 21, 2013

Attend the third annual Alternative Investments Conference, September 23-24 and listen to featured speaker Ron Carson, founder and CEO of Carson Wealth Management Group, discuss the various ways of owning investment real estate and the advantages...

Mark Tibergien to speak at IN's Best Practices workshops

July 24, 2013

Attend the first-ever Best Practices Awards and Workshops, September 25 in Chicago, and get the key findings from the 2013 InvestmentNews Adviser Comp & Staffing Study and Technology Study. Mark Tibergien from Pershing Advisor Solutions LLC,...

The Boglification of alternatives

June 24, 2013

When it comes to alternatives, investors are finding out what John Bogle knew many years ago: You get what you don't pay for. A majority of financial advisers and institutions now view fees as the main reason to avoid alternatives, up from 38%...

Finding value in unpopular alpha

October 23, 2012

I have been talking with advisors recently about alternatives. One of the points I always make is that the definition of alternative investments has varied significantly over time, so it's important to be very specific about what you mean when...

Study: Alternatives ETFs buck trend

September 16, 2012

Financial advisers are increasingly using exchange-traded funds for their alternative strategies even as interest in alternatives seems to be slowing down, according to a new report by Cogent Research LLC. The use of alternatives ETFs among...

7 truly alternative investments - Art

April 15, 2013

Clearly, it takes money to make money as British actor Hugh Grant illustrated in 2001 with his $3.6 million purchase of Andy Warhol’s silk-screen print “Simply Liz.” In 2007, that same print sold at auction for $21 million, representing...

Dram of liquid gold

February 19, 2012

Whatever its other virtues, whiskey does not spring to mind as an alternative investment. Recent auction prices, however, suggest that rethinking the term “liquid assets” may be in order. Buyers who purchased the top 250 collectible bottles...

Rise in offbeat investments correlated to 'correlation crisis'

October 28, 2012

The uncertain economic outlook for at least the next five years — along with “a correlation crisis” — should lead to increased use of unusual investments, according to alternative investments strategist Gabriel Burstein. Speaking Monday...

Most advisers wish they knew more about alternatives, but...

October 10, 2011

Even though the majority of advisers are not as well-versed on the subject of alternative investments as they might like, few are deterred from discussing them with clients — or actually putting them to use in their clients' portfolios. InvestmentNews...

Experts: Alternatives a mandatory allocation

October 9, 2011

Alternative investments have become compulsory in recent years as investors have sought gains in all kinds of markets, according to investment experts. “Every adviser should allocate some capital to hedged equity,” James K. Dilworth, founder...

Alternative-strategy funds thrive despite spotty record

July 24, 2011

Advisers are pouring money into mutual funds that employ alternative strategies, a sign that they are still looking to reduce risk in their clients' portfolios despite a market rebound. Meanwhile, many of the funds sporting alternative strategies...

Simple Alternatives names University of Virginia's MacDonald CIO

August 3, 2010

Simple Alternatives LLC, a startup mutual fund company focusing on hedge fund investments for registered investment advisers and small institutions, has hired Bruce MacDonald, 39, as its chief investment officer. Mr. MacDonald was formerly the...

Schorsch's AR Global to sell BDC adviser to Benefit Street Partners

July 26, 2016

AR Global, the alternative investment sponsor controlled by Nicholas Schorsch, said on Monday it had reached an agreement to sell the investment adviser of Business Development Corp. of America, a nontraded business development company it started,...

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