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Understanding the components of investment return

April 26, 2017

The ability to separately offer the different elements of investment return — beta, strategic beta and alpha — is a growing and important trend. The concept of unbundling isn't new; many industries are beginning to break apart their packaged...

Alternatives in the mainstream – A growth opportunity for advisers

March 13, 2017

The following is an excerpt from a new research paper, “Alternatives in the mainstream,” that was co-developed by InvestmentNews Research and Blackstone. Several current indicators point to potentially greater use of alternative investments...

Putting alternatives into tax-exempt vehicles

February 28, 2017

Generating adequate income for clients during their retirement is increasingly a challenge for financial advisers. Longer life-spans, rising health costs and ineffective safety nets continue to exacerbate this challenge. Increasing allocations...

Fred Alger Management scoops up Boston-based asset manager

January 18, 2017

Alger Associates, the parent company of Fred Alger Management, is acquiring Weatherbie Capital, a Boston-based registered investment adviser with $800 million under management. The deal, expected to close in March, represents Alger's first acquisition...

Meet the ETF Class of 2016

January 17, 2017

As the exchange-traded fund industry gears up for the Inside ETFs conference in Hollywood, Fla., a look at last year's new funds provides some insights as to what's hot and what's not. Morningstar (MORN) lists 239 ETFs that made their debut...

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...

Couple wins $922K arbitration claim over illiquid real estate investments

December 15, 2016

Mid Atlantic Capital Corp., an independent broker-dealer, lost a $922,000 arbitration award on Tuesday to a couple who sued the company over sales of illiquid real estate private placements and nontraded real estate investment trusts. The claimants,...

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...

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...

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%...

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...

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...

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...

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...

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