Alternatives

Displaying 4039 results
Don't forget the downsides of interval funds, Morningstar warns
ALTERNATIVES MAY 14, 2025
Don't forget the downsides of interval funds, Morningstar warns

Easy-to-miss fees and incentives around assets managed could make such alts vehicles a losing proposition for investors.

By Leo Almazora
Private credit's latest golden moment conceals market cracks
ALTERNATIVES MAY 14, 2025
Private credit's latest golden moment conceals market cracks

Companies backed by private capital continue squeezed by stubbornly high interest rates and expected impact of Trump tariffs.

By Bloomberg
Empower opens door to private markets in retirement plans
RETIREMENT PLANNING MAY 14, 2025
Empower opens door to private markets in retirement plans

The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at portfolio diversification.

By Leo Almazora
Citi offloads private markets funds unit in iCapital deal
ALTERNATIVES MAY 13, 2025
Citi offloads private markets funds unit in iCapital deal

The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.

By Leo Almazora
Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison
ALTERNATIVES MAY 09, 2025
Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison

Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.

By Bruce Kelly
Blackstone, Vanguard, Wellington fire first joint shot into interval fund space
ALTERNATIVES MAY 08, 2025
Blackstone, Vanguard, Wellington fire first joint shot into interval fund space

The proposed "all markets" fund is structured to enable quarterly redemptions, driven by investments in public equities, fixed income, and private market assets.

By Leo Almazora
Private credit fund results point to pockets of weakness
ALTERNATIVES MAY 08, 2025
Private credit fund results point to pockets of weakness

Preliminary earnings reports reveal softness among BDCs, with some expecting challenges to leak in from tariff tensions.

By Bloomberg
iCapital, CAZ help advisors tap into 'golden era' of sports team investing
ALTERNATIVES MAY 06, 2025
iCapital, CAZ help advisors tap into 'golden era' of sports team investing

iCapital is opening the door for independent financial advisors and RIAs to invest client capital in minority stakes across major league sports teams, a "non-correlated" asset class that's "highly resilient to tariff exposure."

By Andrew Cohen
Sales of alternative investments keep booming in 2025
ALTERNATIVES MAY 06, 2025
Sales of alternative investments keep booming in 2025

Fund flows - meaning sales of products - in March were “surprisingly resilient.”

By Bruce Kelly
Morningstar debuts fund rating framework for semiliquid investments
ALTERNATIVES MAY 06, 2025
Morningstar debuts fund rating framework for semiliquid investments

The investment research firm's new medalist methodology aims to help bring transparency to increasingly complex product offerings.

By Leo Almazora
iCapital, Opto strike new RIA partnerships
ALTERNATIVES MAY 06, 2025
iCapital, Opto strike new RIA partnerships

The two alts tech platforms are forging new alliances to support evolving portfolio construction and due diligence in private markets.

By Leo Almazora
Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit
ALTERNATIVES MAY 05, 2025
Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit

The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.

By Leo Almazora
Real assets gain appeal amid inflation, rates
ALTERNATIVES MAY 02, 2025
Real assets gain appeal amid inflation, rates

Is commercial real estate making a comeback?

By Jonalyn Cueto
Morgan Stanley opens private equity access to individual investors
ALTERNATIVES MAY 01, 2025
Morgan Stanley opens private equity access to individual investors

MSIM's latest fund targets individual investors.

By Jonalyn Cueto
The evolution of private credit
ALTERNATIVES MAY 01, 2025
The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.

Is homeownership still a realistic element of the American Dream?
ALTERNATIVES MAY 01, 2025
Is homeownership still a realistic element of the American Dream?

Gen Zs consider tapping 401(k)s to get on the housing ladder

By Steve Randall
Edward Jones joins the crowd to sell more alternative investments
ALTERNATIVES APR 29, 2025
Edward Jones joins the crowd to sell more alternative investments

"There's a big pull to alternative investments right now because of volatility of the stock market," Kevin Gannon, CEO of Robert A. Stanger & Co., said.

By Bruce Kelly
Apollo ramps up retail push with 'New Markets' division
ALTERNATIVES APR 24, 2025
Apollo ramps up retail push with 'New Markets' division

The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.

By Bloomberg
Invesco, Barings forge retail private credit-tie up
ALTERNATIVES APR 22, 2025
Invesco, Barings forge retail private credit-tie up

The partnership pairs the fixed-income muscle of MassMutual's asset management arm with Invesco's US wealth distribution network.

By Bloomberg
REIT funds poised for a comeback
ALTERNATIVES APR 21, 2025
REIT funds poised for a comeback

Office space stands out as the drag on REIT performance, while cell towers and data centers ride the technology wave.

By Jeff Benjamin