Alternatives

Displaying 4110 results
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
Doors open to private markets
ALTERNATIVES APR 21, 2025
Doors open to private markets

However, the realities of higher fees, less liquidity, and the retailization of ETFs mean financial advisors should tread carefully

By Jeff Benjamin
Judge OKs release of $400 million to besieged GPB investors
ALTERNATIVES APR 21, 2025
Judge OKs release of $400 million to besieged GPB investors

Meanwhile, GPB senior executives' sentencing for fraud pushed to May.

By Bruce Kelly
Demand evaporates for State Street private-debt ETF with no new flows in weeks
ALTERNATIVES APR 17, 2025
Demand evaporates for State Street private-debt ETF with no new flows in weeks

Expectations meet reality in the democratization of private market investments as the pioneering ETF runs into first-mover challenges.

By Bloomberg
What do RIAs make of BlackRock's private-market model portfolios?
RIA NEWS APR 16, 2025
What do RIAs make of BlackRock's private-market model portfolios?

While they might not make it into advisors' toolkits anytime soon, the new offerings could be a good onramp for retail clients to merge into the private investment superhighway.

By Leo Almazora
Major firms announce triple partnership to extend retail investor choices
ALTERNATIVES APR 16, 2025
Major firms announce triple partnership to extend retail investor choices

Collaboration will power multi-asset investments in public and private markets

By Steve Randall
CAIS builds out investment solutions suite with new capital markets division
RIA NEWS APR 14, 2025
CAIS builds out investment solutions suite with new capital markets division

The alt investments leader is sharpening its focus on defined-outcome strategies for advisors, kicking off with an expanded tie-up with Focus Financial.

By Leo Almazora
Private asset owners enjoy relative calm as stock market swings
EQUITIES APR 11, 2025
Private asset owners enjoy relative calm as stock market swings

Advisors have been adding alternatives to client accounts since 2022. It's been paying off during the past whirlwind of a week in public markets.

By Gregg Greenberg
Wealth firms using less tech support than expected in alts push
ALTERNATIVES APR 11, 2025
Wealth firms using less tech support than expected in alts push

Quarterly survey report of finds nearly nine-tenths have alternative asset allocations in client portfolios, but just half use tools to manage those investments.

By Leo Almazora