Displaying 11 results
Derivative income funds taking off as indexes won’t back off
Derivative income funds totaled more than $84.6 billion in assets in March, up from $53.6 billion the prior year and $5.1 billion a decade ago.
Should advisors be looking for gold alternatives?
Gold has been shining this year, but there are other precious metals that advisors may want to consider adding to portfolios.
How private market investments can bolster 60/40 strategy
Half of advisors surveyed in iCapital study say client interest in alts has increased.
CI Financial posts record profits as it moves beyond just buying RIAs
After acquiring 25 U.S. RIAs over the past 24 months, the Toronto-based aggregator is taking a minority stake in GLASfunds, a $1 billion alternative investments platform.
Active cryptocurrency SMA aims to outperform Bitcoin
Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
Fidelity opens securities lending platform to all comers
The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.
PE fund targets diversity, governance at small companies
Mill Road Capital is applying a 'progressive private equity' strategy in its latest fund.
Tough sledding for equity funds in COVID-19’s wake: Cerulli
The forecast has stock funds losing share to bonds and money market funds over the next five years
Sustainability concerns behind Burger King’s new Whopper
Lemongrass-fed cattle expected to emit a third fewer greenhouse gases
COVID-19 response reinforces value of sustainable investing
Pandemic sharpening the focus on how companies manage ESG risks
More than a third of investors question accuracy of performance reports
Some perceive a conflict of interest in advisers supplying investment performance — regardless of adviser type.
