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Alternative Investments

The global alternative investment space now sits at more than $9 trillion in global assets, and we’re just getting started. Roughly 40% of RIAs are using alternative investments. With the RIA space expanding and alternative investment demand rising among investors – a surge in data, news, and opinion will continue. This channel cuts through the noise to give you the most important actionable insight.

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Alternative Investments/ESG: VegTech Invest Launches Plant-Based Innovation & Climate ETF

January 4, 2022

VegTech Invest advisory has launched the VegTech Plant-based Innovation & Climate ETF (Ticker: EATV), its first financial product. The ETF offers exposure to publicly traded companies actively innovating with plants and plant-derived ingredients and producing primary products that are animal-free. These companies also have a beneficial impact on the environment and solve certain pressing global problems.

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CPPIB Reports 2.2% Return in the Second Quarter

November 14, 2019

The Canada Pension Plan Investment Board (CPPIB) reported gains of 2.2% during the second quarter. On Thursday, the nation’s largest public pension fund reported how it delivered the return.

These Funds Were the Biggest Laggards in 2019

November 14, 2019

In a raging bull stock market, the biggest losers in 2019 were obviously funds that were short, or bet on volatility.
A Morningstar compilation of the 20 top loser funds or ETNs over 2019 through to November 2019 showed that, on average, they lost over 8% during the period.

International Monetary Fund

IMF Analyst: A Lot of Mutual Funds Could Collapse in a Panic

November 13, 2019

International Monetary Fund analyst Laura Kodres warns that investors are putting too much faith in mutual funds. According to Deutsche Bank, half of the high-yield asset funds could experience liquidity shortfalls in a market panic.

Preqin Executive Report: Less than 12% of Senior Roles in Alternatives Are Occupied by Women

November 12, 2019

A new Preqin executive report shows that women hold a small number of executive roles in the alternative investment industry. Preqin data shows that more women are working in the hedge fund and private equity space than in 2017.

Alipay’s Brute Power on Display on Singles Day

November 12, 2019

Alipay is the 800-pound gorilla in the global fintech room. It processed more than US$38 billion of payments in a single day.
Alipay’s global fintech supremacy is without question. On the highly-anticipated Singles Day in China, Alipay processed all the online payments emanating from Alibaba’s e-commerce platforms.

Billionaires’ Wealth Falls for First Time in Three Years

November 11, 2019

The richest people in the world saw their wealth decline in 2018 for the first time in three years. According to the UBS/PwC Billionaires’ Report, the selective class of billionaires saw their global wealth fall by $388 billion. Today, they control about $8.54 trillion in global wealth. 

Alaska Permanent Fund Beats Benchmark Yet Again

November 8, 2019

The Alaska Permanent Fund filed its report for the first fiscal quarter of 2020.

The largest U.S. state sovereign wealth fund reported earning returns of 1.24%. That exceeded its benchmark (60% Stocks|30% Bonds|10% RE & TIPS) return for the quarter.

CalSTRS portfolio

What’s Inside The California State Teachers’ Retirement System Portfolio?

November 8, 2019

The California State Teachers’ Retirement System (CalSTRS) announced its latest asset allocation shifts this week. The $242 billion dollar scheme is shifting assets away from traditional equities.

Elliott Management

Elliott Management Supports Split of Nielsen Holdings

November 8, 2019

Nielsen Holdings has announced plans to split itself into two separate public companies. The plan – backed by Elliott Management – will unlock shareholder value.

Brookfield Asset Management Launches Its Fifth PE Fund

November 6, 2019

The new Brookfield Capital Partners V reached total equity commitments of $9 billion, according to Brookfield Asset Management. The company released a statement this week outlining the goals of the private equity fund and its type of investors. 

McKinsey Report

McKinsey: North American AUM Hit $43 Trillion Last Year

November 6, 2019

A new McKinsey report puts total North American AUM at $43 trillion. The market hit that figure saw a 7% jump from the previous year. That said, industry profits (not-including alternative investments) declined by 3.7% to just $42.6 billion. 

Softbank

Masayoshi Son “Humbled” After $8.9 Billion Loss for Vision Fund

November 6, 2019

Masayoshi Son is reportedly “humbled” after SoftBank reported its first quarterly loss in over a decade. The CEO took hits from all directions after the fund reported an $8.9 billion hit to its Vision Fund. Simply put: WeWork is to blame for the loss.

NBER: Beware Bond Mutual Funds and Their Reported Holdings

November 5, 2019

The National Bureau of Economic Research issued a stark warning about bond mutual funds and risk. In a new report, NBER says that at least 30% of bond mutual funds hold riskier assets than what Morningstar reports. The agency released this warning in a report titled “Don’t Take Their Word For It: The Misclassification of Bond Mutual Funds.”

Ardevora Asset Management to Shut Its Trading Desk

November 4, 2019

Ardevora Asset Management will shutter its desk and outsource its trading and execution to Northern Trust. The TRADE first reported the development on Friday. 

Berkshire Hathaway

Berkshire Hathaway Beats Earnings Despite Global Economic Woes

November 3, 2019

Berkshire Hathaway reported earnings on Saturday (more on why in a moment). Warren Buffett’s firm announced that profits topped Wall Street expectations thanks to resilient consumer spending. The firm’s success came despite ongoing trade disputes between the U.S. and China and threats of new tariffs.

Jeremy Corbyn Takes Shot at Crispin Odey

November 1, 2019

Jeremy Corbyn has launched his campaign for Prime Minister ahead of a December 12 snap election. The British Labour leader used his campaign launch to take shots at Crispin Odey. Corbyn accused the head of Odey Asset Management of being one of many “representatives of a rigged system.”

Ares Capital Management

Breaking Down Ares Management and Its Earnings Report

November 1, 2019

Ares Management Corporation reported earning this week. Revenue grew by 94% to $466.5 million year-over-year. Earnings per share came in at $0.23. That figure represented a 153% increase over last year. Assets under management rose 15% to $144.3 billion. Ares also announced a 14% increase in the quarterly dividend. The shares now yield more than 4%.

Key Takeaways from Investor Day at Brookfield Asset Management

November 1, 2019

Brookfield Asset Management held its Investor Day recently. Management made a few things very clear.

First, if interest rates remain low, investors will have no alternative except alternative investments.

Carlyle Group Third-Quarter Earnings

Carlyle Group Reports Third Quarter Earnings

October 31, 2019

CG stock dipped 0.87% on Thursday Carlyle Group third-quarter earnings arrived on Thursday. In a statement, the global investment giant released its unaudited results for the period ending September 30, 2019. U.S. GAAP results for Q3 2019 included income before provision for income taxes of $261 million. The firm said that net income attributable to Carlyle Group…

Illinois Teachers’ Retirement System Bets Big on Alternatives

October 30, 2019

Illinois Teachers’ Retirement System is preparing to allocate about $1.4 billion toward alternative investment strategies.

A report from Pension and Investments outlines the commitments from the teachers’ pension program. According to the report, ITRS will allocate big sums to private credit strategies. Hayfin Capital Management will receive $500 million, while Intermediate Capital Group will manage another $500 million.

KKR & Co.

KKR & Co Reports 23% Drop in Quarterly Profits

October 29, 2019

KKR & Co announced a 23% year-on-year decline in quarterly profits today. The firm’s report showed a dip in revenue as asset sales slow among private equity firms. Overall, post-tax distributable earnings fell from $494.7 million in Q3 2018 to $388.8 million in Q3 2019.

Crestline Opportunity Fund III Europe Closes

October 29, 2019

Crestline Investors has announced the final closing of its first European Opportunity Fund. The credit-focused institutional alternative asset manager has called the fund the Crestline Opportunity Fund III Europe.

Ken Fisher: No Layoffs Coming to Fisher Investments

October 28, 2019

Ken Fisher – the embattled money manager – has seen outflows of roughly $3 billion. The swell of outflows comes weeks after he made a series of remarks during an investor conference that irked investors due to their sexual nature.

JP Morgan Asset Management

JPMorgan Asset Management Closes $1.06 Billion Special Situations Fund

October 28, 2019

More than half of investors are first-time investors in a J.P. Morgan Alternatives fund. JP Morgan Asset Management closed its Lynstone Special Situations fund. The fund raised $1.06 billion for the Luxembourg-domiciled strategy that focuses on stressed, distressed and event-driven situations in North America and Europe. The press release below offers a full recap of…