Results for "private-equity funds"

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Best- and worst-performing equity mutual funds

May 14, 2017

LARGE CAP GROWTH Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* USAA Nasdaq-100 Index Fund (USNQX) $1,253.60 23.95% 16.07% 16.65% 0.57% Morgan Stanley Inst Portfolio I (MSEQX) $3,362.30 23.14% 12.71%...

Diverse asset management firms are hard to find

May 3, 2017

If you're looking for diversity in asset management – whether it's by gender or race – you're going to have to look pretty hard to find it, according to a study commissioned by the John S. and James L. Knight Foundation. The research looked...

Getting mom and pop investors into private equity proves to be an elusive goal

April 21, 2017

Private equity firms are good at solving complex problems. What's stumping them? Normal people. Five years ago, Carlyle Group's David Rubenstein predicted a future where ordinary savers would be able to invest in private equity, an industry...

Listed funds offer access to private equity with liquidity

April 10, 2017

Investing in private equity can be like diving for pearls: incredibly rewarding, as long as you don't mind exhausting work and large amounts of risk. But a handful of mutual funds can give you exposure to the private equity market without as...

Equity ETFs ranked by Q4 2016 performance

January 22, 2017

Ranked by quarterly returns Name/ticker 3-month return 1-year return Net assets ($M) Expense ratio* 3-month average daily volume 1 SPDR S&P Regional Banking ETF (KRE) 32.02% 34.83% $3,556.8 0.35% 7,010,512 2 SPDR S&P Bank ETF (KBE) 30.76% 30.75%...

Fidelity's billionaire Johnson family vs. the average investor

October 6, 2016

Fidelity Investment's private venture capital business gets called out for lining the pockets of the company's close-knit ownership circle at the expense of ordinary mutual fund shareholders. The Johnson clan gets richer. In the race to the...

Raymond James gains alternative investments with Alex. Brown deal

September 6, 2016

Raymond James Financial Inc. has completed its purchase of Deutsche Bank AG's U.S. private client unit, Alex. Brown, opening up a new offering of sophisticated investments for the brokerage firm. The deal, which was completed Monday, will give...

Nuveen Investments expands access to alternatives for financial advisers' wealthy clients

August 9, 2016

Nuveen Investments has rolled out a new platform that will expand access of its alternative investment lineup to wealthy individuals working with financial advisers. Nuveen, an operating division of TIAA Global Asset Management, already manages...

Carlyle Group, KKR and other private equity firms target individual investors with interval funds

June 23, 2016

The powerful appeal of private equity investments has helped some of the biggest names in the space quietly move down market with products aimed specifically at individual investors, which presents some new challenges and opportunities for financial...

Understanding private equity investing

May 27, 2016

The nation's biggest pension fund, the California Public Employees' Retirement System, better known as CalPERS, publicly disclosed last year that it has paid more than $3 billion in performance fees to private equity managers over the past 17...

Advisers take heed: Investment crowdfunding coming soon to a client near you

March 16, 2016

The investment crowdfunding space is virtually falling over itself in celebration of Legion M, a startup entertainment company that plans to sell private equity stakes to retail investors for a little as $100. Financial advisers should be paying...

Dislocations give alt funds a chance to shine

February 14, 2016

Stock market volatility that has been giving investors and financial advisers so much angst over the past several weeks is having an entirely different effect on those who subscribe to the virtues of alternative-strategy mutual funds. While...

Third Avenue rattles the junk bond market

December 14, 2015

Third Avenue Management's unprecedented move last week of blocking investor redemptions from its junk-bond fund has clearly rattled the bond markets, but it doesn't mean this is the end of days for fixed income investors. Try not to freak out...

Crowdfunding platform borrows a page from private equity

November 16, 2015

The latest twist in the fast-evolving crowdfunding market borrows some aspects of private equity. Wunder Capital on Monday plans to launch its second investment fund since June, employing many of the structures used by private equity funds,...

Calpers makes another move away from pricey investments by trimming real estate exposure

November 13, 2015

Calpers trims its real estate holdings with a $3 billion sale, representing 10% of the pension giant's holdings. Part of a broader effort to simplify portfolio holdings and reduce fees. The SEC has cracked down on adviser for allegedly convincing...

The endless and irrelevant financial woes of presidential candidates

November 11, 2015

Presidential candidates are not always good at managing their own money, and voters don't care, or need to. Congress has control of the budget If growth stocks are still beating value, does that shoot all kinds of holes in the argument for smart...

With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed

October 29, 2015

Investment crowdfunding is coming to the retail-investor marketplace and financial advisers who are not up to speed could be missing an opportunity to provide valuable guidance to their clients. “I think it's a really big thing,” said Doug...

A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns

October 27, 2015

The standard setup of an investment portfolio has too many risks, not the least of which is an expected annual return of 2.2% for a portfolio of 60% stocks and 40% bonds, according to Bob Rice, chief investment strategist at Tangent Capital....

Fallout at Fortress Investment Group

October 13, 2015

The dust is being kicked up at Fortress Investment Group, including the departure of a top hedge fund manager and the closing of a flagship fund in the wake of a really bad run. Michael Novogratz hits the bricks When it comes to retirement saving,...

Papal visits have become precursors to stock market pullbacks

September 23, 2015

Brace yourself for the latest stock market indicator as the Papal visit gets under way. Turns out, those rare trips to the U.S. by a Pope have not always been good for stocks. The three most recent trips were ominous signs for the markets Sen....

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