CURRENT HEADLINES

Aequitas and Circle Squared Partner for RIA Alts Education

Aequitas and Circle Squared Partner for RIA Alts Education

Aequitas Capital Partners (ACP) and Circle Squared Alternative Investments have partnered to create a new alternative investment educational platform. The purpose of the joint venture, known as the ACP Alts Academy, is to provide Registered ... [read more]

Federated Makes Case for Truly Active Management

Federated Makes Case for Truly Active Management

“It can pay to be active,” according to Federated Investment Consulting, whose recent whitepaper makes the case against passive indexing and for “truly active management.” Conceding that passive strategies can perform “as well as the ... [read more]

Virtus to Acquire Majority Stake in ETF Platform

Virtus to Acquire Majority Stake in ETF Platform

Founded in 2012, ETF Issuer Solutions (ETFis) is a turnkey platform available for investment manager looking to launch new exchange traded funds (ETFs), but don't want to create and manage their own ETF infrastructure. Currently, the firm ... [read more]

People Moves TCW, Deutsche, Aequitas, LoCorr and More

People Moves: TCW, Deutsche, Aequitas, LoCorr and More

In this edition of People Moves: TCW Forms Group to Invest in Power and Infrastructure Deutsche AWM Hires Two Portfolio Managers for Hedge Fund Advisory Business Rothschild Hires Pair to Bolster Hedge Fund Offerings Aequitas ... [read more]

HEADLINE NEWS

IN DEPTH

COMMENTARY

361 Capital It’s time to make summer travel plans

361 Capital: It’s time to make summer travel plans…

361 Capital Weekly Research Briefing January 26, 2015 Timely perspectives from the 361 Capital research & portfolio ... [read more]

Weekend Reading The Re-Emergence of the Balanced Fund

Weekend Reading: The Re-Emergence of the Balanced Fund

In the 1970s, the assets of most pension funds were managed by trust banks in balanced portfolios. A pension plan would ... [read more]

361 Capital Black Swan or Black Cygnet?...

361 Capital: Black Swan or Black Cygnet?…

361 Capital Weekly Research Briefing January 19, 2015 Timely perspectives from the 361 Capital research & portfolio ... [read more]

RESEARCH

Federated Makes Case for Truly Active Management

Federated Makes Case for Truly Active Management

“It can pay to be active,” according to Federated Investment Consulting, whose recent whitepaper makes the case against ... [read more]

WisdomTree Explains its Approach to Smart Beta

WisdomTree Explains its Approach to Smart Beta

WisdomTree makes the case for its line of “smart beta” ETFs in the new whitepaper WisdomTree and Smart Beta. After explaining ... [read more]

Making the Case for Liquid Alternatives in DC Plans

Making the Case for Liquid Alternatives in DC Plans

Alternative investment experts have long thought that defined contribution (DC) plans would benefit from an allocation to ... [read more]

VIDEOS

Dorothy Weaver Collins Capital on The Street

Video: Global Macro Managers Enjoying Divergence, Volatility

Divergence begets volatility, and volatility begets opportunities for global macro managers. According to Dorothy Weaver, CEO of Collins Capital, 2015 will have plenty of all of the above. She offers her outlook for the year in this video from TheStreet.com. One thing Ms. ... [read more]

Andrew Lee UBS Alternatives

Video: Diverging Global Economy Creates Opportunity in Alternatives

Hedge funds have a different set of tools that allow them to manage assets in a more flexibility manner, thus allowing them to outperform in different markets, according to Andrew Lee, Global Head of Alternative Investments at UBS. This is a significant difference from ... [read more]

Mike Dieschbourg Federated Investors Liquid Alternatives

Video: The Use of Liquid Alternative Strategies in 2015

In this video, Mike Dieschbourg discusses the implications volatility may have on investments in 2015, and makes the case for investors to incorporate liquid alts into their portfolios. Mr. Dieschbourg is the Managing Director for Alternatives/Managed Risk for Federated ... [read more]