CURRENT HEADLINES

Aberdeen Expands Global Alternatives Presence with Acquisition

Aberdeen Expands Global Alternatives Presence with Acquisition

Aberdeen Asset Management, an institutional and private asset manager with more than $490 billion under management, is expanding its global alternatives platform, with a particular focus on private equity. The Scotland-based FTSE 100 firm ... [read more]

Odds & Ends AlphaCore, CalPERS, BNY Mellon, CetoLogic and More

Odds & Ends: AlphaCore, CalPERS, BNY Mellon, CetoLogic and More…

In this edition of Odds & Ends: AlphaCore Launches Asset Allocation Strategy Using Alts As Central Theme CIFC Asset Management Named Best High-Yield Fund by Creditflux CalPERS and QIC Announce $764 Million Asia-Pacific ... [read more]

Distribution Trends in the Alternative Investments Industry

Distribution Trends in the Alternative Investments Industry

Liquid alternatives are “alternative” to other liquid investments, and to “illiquid” alternatives such as hedge funds, private equity, and real estate. Liquid alternatives occupy a middle-ground between traditional investments, such as ... [read more]

AccuShares Debuts Pair of New VIX-based ETFs

AccuShares Debuts Pair of New VIX-based ETFs

The S&P 500 closed at a record high on Thursday, May 21, and then pulled back by less than 0.3% the following day. Over the weekend, Barron’s published commentary from UBS equity-derivatives strategist Rebecca Cheong: The weakness in ... [read more]

HEADLINE NEWS

IN DEPTH

COMMENTARY

A Bit of a Yawn

A Bit of a Yawn…

361 Capital Weekly Research Briefing May 25, 2015 Timely perspectives from the 361 Capital research & portfolio ... [read more]

Weekend Reading Remembrance, Factors, Short Interest and Shrinking Alpha

Weekend Reading: Remembrance, Factors, Short Interest and Shrinking Alpha

On this Memorial Day weekend, let us all take a moment to remember those who have served in the name of our country, and ... [read more]

How to Generate 6 percent Yields in a Volatile World

How to Generate 6% Yields in a Volatile World

On December 26, 1991 the USSR officially dissolved, breaking up into fifteen separate nations. Thus ending the 44-year ... [read more]

RESEARCH

Factor Purity in Smart Beta Portfolios

Factor Purity in Smart Beta Portfolios

Smart beta continues to be one of the fastest growing and more controversial corners of the alternative (to traditional ... [read more]

Study Finds Majority of Active Funds Outperform

Study Finds Majority of Active Funds Outperform

Naysayers will tell you that active managers consistently underperform their benchmarks, and thus there’s not much ... [read more]

CNL Explores Correlations and Volatility of Alternatives

CNL Explores Correlations and Volatility of Alternatives

Alternative investments can help dampen the volatility of traditional portfolios, and this can result in superior long-term, ... [read more]

VIDEOS

Dan Roberts MacKay Shields

Video: The Flexibility of Unconstrained Fixed Income

Award-winning unconstrained bond-fund manager Dan Roberts of MacKay Shields is Consuelo Mack’s guest on this episode of WealthTrack. Mr. Roberts, who manages the MainStay Unconstrained Bond Fund, highlights the “exploding” balance sheets of central banks, including the Federal ... [read more]

Ronald van der Wouden Rock Creek

Video: Rock Creek Explains Approach as Sub-Advisor to Alternatives Fund

In this video, Wells Fargo’s Brian Jacobsen introduces the Rock Creek Investment Team. Wells Fargo has a relationship with Rock Creek through their joint management of the Wells Fargo Advantage Alternative Strategies Fund. Rock Creek Managing Director Dr. Sudhir Krishnamurthi ... [read more]

Cliff Asness AQR Wealth Track May 2015

Video: Cliff Asness Talks Markets, Smart Beta, Hedge Funds

Consuelo Mack interviews Cliff Asness of AQR Capital in this episode of WealthTrack. Mr. Asness describes the logic behind “smart beta,” even though he dislikes the name. He also forecasts extremely low return levels for stocks and bonds, and says that valuations for both asset ... [read more]