Having little luck raising capital from institutional investors the old-fashioned way, private-equity firms are turning to the public markets, forming business development companies and other publicly traded vehicles to invest alongside shrinking private funds
As the mutual fund industry continues to migrate toward the alternatives space, financial advisers might find individual fund selection among the more challenging parts of their job.
Finra is putting the finishing touches on a rule proposal that would shorten the amount of time available to broker-dealers to come up with estimated valuation of a nontraded REIT
The REIT industry is guarding against a potential proposal from the Obama administration that would impose new taxes on partnerships and similar companies with more than $50 million in gross receipts that are currently exempt from corporate income tax.
For advisers whose clients may be invested in any of the some six dozen nontraded real estate investment trusts, here's something in the category of “it's about time”: liquidity
Survey reveals big disconnect between what investors want — and what fund managers think they want
This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.
Firms set to offer active funds promise not to use derivatives
The following is an edited transcript of the Aug. 23 webcast “Which Alternatives Now.” It was moderated by deputy editor Evan Cooper and senior editor Jeff Benjamin.
Almost half of Leslie Quick's personal portfolio is dedicated to hedge funds, a position he's increased this year even as the lightly regulated asset pools have returned less than 4 percent.
This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.
U.S. stocks are likely to extend declines because hedge funds have leeway to boost bets against the world's largest equity market, according to Bank of America Corp.'s Mary Ann Bartels.
Regulator cites lack of liquidity and high fees; product sales remain brisk
Paramount to generate returns even in down markets; higher management costs worth it
Regulator wants commissions subtracted right away from value shown on statements; 'pendulum has swung too far'
Regulator prepares proposal after May complaint against David Lerner Associates; time it takes to get market valuations not up to par
After avoiding the pitfalls of disastrous Regulation D deals during the past decade, Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement that faces pressure from its creditors.
Wells II securities issued at $10 apiece, now worth an estimated $7.47; pricing of nontraded real estate trusts under the microscope
