Results for "alternative investments"

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Smart-beta returns track their Morningstar categories

January 5, 2017

Your fund may have the smartest beta around, but your returns are still ultimately going to stem from the fund's primary investment playground. Smart beta funds are index funds that use a set of rules to modify performance, preferably for the...

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...

Alternative strategies fight index investors while longing for a 'black swan' event

November 17, 2016

Ever since the 2008 financial crisis, when virtually every asset class morphed toward a suddenly singular correlation of declines, the case for diversifying into alternative investments has sounded logical. But, also ever since the financial...

When talking to clients about alternative investments, keep it simple: experts

November 16, 2016

The key to helping clients understand and embrace adding exposure to alternative investments is talking plainly and breaking the strategies down to simple terms, according to a panelists speaking Wednesday in Miami at InvestmentNews' Alternative...

SEC uses F-Squared saga to drive home due diligence message

November 10, 2016

By now, the financial advice industry should be familiar with the story behind the rise and fall of F-Squared Investments, especially the fall part that left 13 advisory firms saddled with SEC fines. The short version of the story is that F-Squared...

Advisers brace for the transition toward a President Trump

November 9, 2016

Financial advisers, normally known for preaching calm in times of market stress, are already looking past any short-term volatility following the election of Donald Trump to focus on areas of opportunity. “I think the Republican-led government...

Cautious investors hedge a Donald Trump presidency to the bitter end

November 8, 2016

It's finally here. Election day for the craziest presidential campaign season in modern history. Based on Monday's stock market rally, some are trusting the polls and the momentum of professional politician Hillary Clinton. But some investors...

Handful of mutual funds set up for big capital gains distributions

November 4, 2016

So far, 2016 doesn't look like a year in which investors will be hit hard with mutual fund capital gains distributions. But there are some noteworthy standouts. A “handful of doozies.” The official word from Wells Fargo is that the SEC is...

FolioDynamix acquires Summit Advisor Services for $6 million in wake of Aequitas collapse

November 3, 2016

The failure of alternative investment manager Aequitas Capital Partners continued to ripple through the investment community this week as FolioDynamix acquired adviser technology firm Summit Advisor Services. Dallas-based Summit Advisor Services,...

AlphaCore mutual fund debut rides a long track record

October 31, 2016

Alternative investments shop AlphaCore Capital has made its mutual fund debut with an impressive five-and-a-half-year track record for a fund that technically has a history of just a few weeks, and only about $4 million in seed capital. Despite...

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...

Investor exodus forcing hedge fund managers to take big pay cuts

October 21, 2016

The hits just keep on coming to the hedge fund space as managers are now expecting a 34% pay cut. Squeaking by on just $300,000. Yikes. Hints of new European monetary stimulus has pushed the greenback to a seven-month high. Leaving un ultra-loose...

Morningstar to create new style box for liquid alt funds

October 20, 2016

Morningstar is moving financial advisers a step closer to cutting through the fog of alternative-strategy mutual funds by creating a fresh set of style boxes just for liquid alternative funds. The new style boxes, which are still under construction,...

Gold's price drop puts traders and investors at odds

October 18, 2016

The flat-lining price of gold in October reflects a unique split between traders and investors in the precious metal. While the price of gold, at around $1,260 an ounce, is up nearly 24% from the start of the year, it has fallen by nearly 8%...

Prudential Investments joins the fee-cut bandwagon

October 18, 2016

Prudential Investments has become the latest asset manager to jump on the lower-fees bandwagon, which is gaining momentum stemming from the release of the Department of Labor's new fiduciary rule last spring. Prudential announced fee cuts for...

LendingClub introduces peer-lending robo for advisers

October 13, 2016

Advisers who want to invest clients in peer lending have a new shortcut. LendingRobot, an automated platform for individuals seeking such investments, now provides advisers with the ability to set up accounts on behalf of their clients, creating...

REIT investors brace for a December rate hike

October 13, 2016

A solid run for the real estate category this year, boosted by it becoming an eleventh sector of the S&P 500 Index, has lost some steam recently amid fresh concerns of a December interest rate hike. While most market watchers say such short-term...

Financial advisers miss the mark by measuring alternative investments against stock market

October 12, 2016

There are plenty of reasons for financial advisers to be leery of alternative investments, but most of them are related to a lack of understanding and comparisons to the wrong kinds of benchmarks. In the wake of an unprecedented bull market...

Alternative investments have made little headway in getting on retirement plan menus

October 9, 2016

A more than doubling of the U.S. stock market since the 2008 financial crisis has presented a persistent hurdle for most proponents of alternative investment strategies, but it has yet to derail their efforts. A raging bull market is probably...

ETFs emerging as important part of alternative investment market

October 9, 2016

Exchange-traded products are becoming an important part of the alternative investment market. ETFs have and will continue to “democratize” the investment world by allowing investors low-cost access to asset classes previously available only...

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