CURRENT HEADLINES

larkin point

An Overview of Nontraditional Assets

In our previous article, we provided an overview of alternative assets and made the distinction between alternative investment strategies and alternative assets, or nontraditional assets. This latter category of investments has been ... [read more]

New Alternative Fixed Income ETFs Reduce Duration, Balance Risks

New Alternative Fixed Income ETFs Reduce Duration, Balance Risks

In a statement to the Senate Banking Committee yesterday, Federal Reserve Chairwoman Janet Yellen indicated that an interest rate hike is drawing nearer as the U.S. economy improves. But Ms. Yellen’s commentary was more dovish than ... [read more]

ALPS Interval Fund Platform Provides Turnkey Alts Solution

ALPS Interval Fund Platform Provides Turnkey Alts Solution

The ALPS Interval Fund Platform, which launched on February 19, is a new platform for closed-end interval funds. Alternative investment managers looking to launch ’40 Act interval funds can turn to ALPS and its parent company DST for ... [read more]

New Market Neutral Fund Employs Global Long:Short Strategy

New Market Neutral Fund Employs Global Long/Short Strategy

The Stone Toro Market Neutral Fund debuted earlier this month on February 6. Managed by Jeffrey Russo, a founding partner and Chief Strategist of Stone Toro, the fund pursues long-term capital appreciation with lower-than-average volatility ... [read more]

HEADLINE NEWS

INVESTING INSIGHTS

larkin point

An Overview of Nontraditional Assets

In our previous article, we provided an overview of alternative assets and made the distinction between ... [read more]

IN DEPTH

COMMENTARY

Liquid Alts Performance Global Macro Leads the Way in January

Liquid Alts Performance: Global Macro Leads the Way in January

Trading volume was unusually heavy in January, driven by multiple macroeconomic events including the European Central Bank ... [read more]

Flows to Liquid Alts Drop in December, End 2014 Up 10 percent

Flows to Liquid Alts Drop in December, End 2014 Up 10%

The growth of liquid alternative funds dominated all other asset classes in 2014 with a growth rate 3 times that of equity ... [read more]

361 Capital Market zig-zag continues in 2015...

361 Capital: Market zig-zag continues in 2015…

361 Capital Weekly Research Briefing February 9, 2015 Timely perspectives from the 361 Capital research & portfolio ... [read more]

RESEARCH

Option Based Funds Outperform with Lower Volatility

Options Based Funds Outperform with Lower Volatility

Many novice and not-so-novice investors think all option strategies are dangerous and volatile, but a new white paper ... [read more]

Hedged Fund Investing in the Age of Liquid Alternatives

Hedge Fund Investing in the Age of Liquid Alternatives

The financial crisis of 2008 turned out to be an important turning point for the modern alternative investment industry. ... [read more]

Managing Through a Rate Rise with Bank Loans

Managing Through a Rate Rise with Bank Loans

Fixed-income investors are in a quandary: With interest rates at historic lows, bonds are generating anemic income; and while ... [read more]

VIDEOS

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Video: Investors Need to Look Beyond Traditional Markets

In this video, Purpose Investment’s Som Seif shares a message regarding interest rates that pertains to all investors. Mr. Seif says the low-interest rate environment will be one of the biggest challenges for investors of the next “5, 10, 15 years.” Over the past 35 years, ... [read more]

Matt Moran CBOE A Study of Options-Based Funds

Video: A Study of Options-Based Funds

In this video, Matt Moran, Vice President of Business Development for Chicago Board Options Exchange (CBOE), discusses the CBOE’s recently published whitepaper, Performance Analysis of Options-Based Equity Mutual Funds, CEFs, and ETFs. Mr. Moran says he’s given over 100 ... [read more]

State Street Liquid Alts George Sullivan

Video: Hedge Funds Expect Liquid Alts to Take Market Share

Liquid alts are a “potential disruptor” to the hedge fund industry, according to George Sullivan, Executive Vice President and Global Head of State Street’s Alternative Investment Solutions. But in this video, Mr. Sullivan says hedge funds are responding to the challenge with a ... [read more]