Results for "alternative investments"
Displaying 1,040 results
LPL rolls out blockchain separately managed account
June 18, 2018
LPL Financial has rolled out a new blockchain strategy separately managed account that LPL's advisers can offer their clients or use to build client portfolios. Blockchain is the driving force behind bitcoin and many other cryptocurrencies,...
Demand grows for structured notes
June 6, 2018
Financial advisers recently have grown more interested in structured notes, a type of debt with a return linked to the performance of a single security, an index of stocks or other investments, according to one executive from a leading distribution...
Blackstone woos wealthy with tax-free hedge fund
May 29, 2018
Blackstone Group has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever. The private-equity firm's Lombard International is leading the charge to promote exclusive insurance vehicles that can contain...
Gold bulls head for the exits on strong dollar, lack of fear
May 21, 2018
The strong dollar is proving too much of a headwind for gold. Hedge funds and other large speculators pared bullish bets on bullion to the lowest in more than two years as the price fell below $1,300 an ounce for the first time this year, spurring...
JPMorgan Chase to make alt investments available to the many
May 17, 2018
JPMorgan Chase & Co. plans to offer sophisticated investments to a much broader clientele. The bank is slashing requirements to participate in certain alternative investments that its asset management arm once offered mainly to institutions...
All that smart beta can obscure the big picture
May 8, 2018
A battle is raging among finance theoreticians, and investors should stay out of it. There's a growing recognition that a handful of active investing styles — also known as factor investing or smart beta — can be expected to beat the market...
It's time to educate your clients, and yourself, about alternative investments
May 5, 2018
Individual investors are being tempted by alternative investments as they seek greater diversification of their portfolios, so advisers should be preparing to answer questions about them from their clients. Alternative investments generally...
Neuberger Berman launches specialty finance group
May 2, 2018
Neuberger Berman has launched a specialty finance group and hired Peter Sterling as a managing director and head of the new group, spokesman Alexander Samuelson said. The Neuberger Berman Specialty Finance group will seek assets within the consumer,...
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...
Blackstone lures retail clients
April 26, 2018
Blackstone Group, the private-equity behemoth that's traditionally raised money from institutions, is making a bigger bet on individual investors. The $450 billion firm has expanded its private wealth group to about 100 employees, trained thousands...
Investing in virtue is hard when few companies qualify
April 18, 2018
It's not easy being a socially conscious investor. To see why, look no further than Facebook Inc. By any reasonable ethical standard, the social media giant doesn't measure up. The Cambridge Analytica debacle and its aftermath revealed that...
Will global macro finally shine?
April 17, 2018
Following the Federal Reserve's latest decision to increase its benchmark interest rate in March, and as a growing number of central banks around the world reverse their policies of monetary stimulus, advisers and investors should take the opportunity...
JPMorgan Chase sued for charging 'sky-high' fees for crypto purchases
April 12, 2018
JPMorgan Chase & Co. has been sued for charging "sky-high" interest rates and fees to customers who used their credit cards to buy cryptocurrencies such as bitcoin. Brady Tucker, a Chase credit card customer in Idaho, claims the bank in January...
Investment Program Association rebrands itself for Main Street
April 9, 2018
An organization that promotes alternative investments is rebranding itself to highlight what it hopes will be a link to ordinary investors. The Investment Program Association today changed its name to the Institute for Portfolio Alternatives....
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...
Few places for advisers — or clients — to hide in this stock correction
April 4, 2018
If you're looking to escape this correction, you've got relatively few places to hide. The Standard & Poor's 500 stock index has fallen nearly 10% since its all-time high on Jan. 26. You can choose your causes — the threat of a trade war with...
Business development company language added to spending bill allows for increased leverage
March 23, 2018
Legislation that would allow business development companies to increase their use of debt and potentially boost returns became law Friday afternoon. The BDC measure was included in a $1.3 trillion appropriations bill approved by the House on...
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...
Blackstone sees half of assets coming from individual investors
March 6, 2018
As the world's largest private equity firm plans to double assets under management over the next five years, it also wants individual investors to get a greater slice of the action. About 15% to 20% of Blackstone Group's annual fundraising currently...
Why isn't gold soaring?
March 5, 2018
Gold is the investment for times of disaster, disruption and global dislocation. So why has gold been so tranquil this year? It's a difficult question. When the most recent correction in the stock market started on Jan. 26, gold sold at $1,354....
