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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SP Funds has expanded its suite of Sharia-compliant funds with the launch of The SP Funds S&P Global Technology ETF (SPTE) on the New York Stock Exchange. As North America’s largest family of Shariah-compliant exchange-traded funds (ETFs), SP Funds aims to provide investors access to cutting-edge technological advancements through SPTE.
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Private Equity Deals Poised for Strong Rebound
Private Equity Poised for Robust Second Half: LDC. Private equity firm LDC anticipates a rebound in PE over the medium and long term periods. The firm, an affiliate of Lloyds Banking Group, has backed a total of 18 investments this year. LDC expects a spike in transactions for the second half of 2020, as well…
Alternative Investments: New Suite of Climate-Friendly ETFs From Deka
Listed on the Stuttgart and Xetra exchanges, the new ETFs from Deka Investment give investors the opportunity to invest in large and medium-sized companies from Germany, the Eurozone, Europe, USA, and industrialized nations from across the world, considering sustainability criteria such as climate change.
Real Estate: Microsoft and Samsung in Transforming Digital Move
REAL ESTATE MANAGEMENT GOES DIGITAL. Samsung and Microsoft are teaming up to transform the property management industry through smart appliances and digital cloud technologies. The goal of this partnership is to improve operations for buildings and maintenance and residents. Samsung’s SmartThings platform will assist in building operations, asset management, and energy efficiency. Samsung’s smart home…
Alternative Investments: A Pivotal Change in Trend of New Home Sales? Homebuilder ETFs To Consider
The pandemic sparked whole new trends including a massive jump in online ordering and digital payments, the wholesale conversion to “work-from-home,” and the decimation of business prospects for movie theaters and restaurants. But homebuilders may be in clover.
Julius Baer Moves Into Private Equity
Formidable PE Contender. Julius Baer is set to launch a new division specializing in private equity, with UBS veteran Guiseppe Filippo poised to take the reins. The firm will name this division Direct Private Investments upon its roll out in October. Julius Baer Private Equity Plans The Swiss bank will have a team of investment…
Hedge Funds: Chatham Asset Management Wins Bid for McClatchy Newspapers
One of the nation’s leading news publishers, the McClatchy Company, will be purchased by Chatham Asset Management. This is following many years of revenue decline for the publishing company. The McClatchy Company has had 163 successful years of family ownership. It will now be sold in a bankruptcy auction to the New Jersey-based hedge fund….
Private Equity: Callan Reveals PE Partnership Metrics
PE Partnership Terms – Best Practices Callan, an institutional investment consulting firm, released its Private Equity Fees and Terms Study to serve as a reference for institutional investors. This study analyzes the terms and fees for 90 private equity partnerships. Institutional investors can use this information when negotiating and evaluating partnership terms. According to head…
Alternative Investment: Vanguard Launches Its First ESG-focused Fixed Income Product For U.S. Investors
Vanguard filed a preliminary prospectus for a corporate bond ETF that will offer U.S. investors investment-grade corporate bonds with additional exposure to environmental, social, and governance (ESG) criteria. Vanguard has moved to take advantage of the growing investor awareness and interest in the sustainable investing market. Additionally, there were few fixed-income ETFs in the ESG arena, and therefore the new ETF will fill a void.
Despite Turbulence, Hedge Funds Achieve Q2 Gains
Hedge Funds Up Amid Volatile Markets. Hedge funds were up nearly two percent in the month of June. This means that the industry faced its third monthly gain in a row. Although the industry aggregate — as measured by the HFRI Fund Weighted Composite Index — is still down, hedge funds are doing well considering…
Private Equity: AMC Takes PE Route to Steer Clear of Bankruptcy
Silver Lake Group Close on AMC Deal Private equity firm, Silver Lake Group, is on the brink of making a deal with AMC Entertainment Holdings. The American movie theater giant is suffering due to a lack of business resulting from Covid-19, and risks having to file for Chapter 11 bankruptcy. To avoid this, Silver Lake…
Alternative Investments: Lyxor Launches Suite of Paris-Aligned Equity ETFs
Lyxor Asset Management said in June that ESG ETF inflows were strong over the month of May, with EUR2.4 billion flowing in. That has set up a record for ESG ETFs for the year to date. It showed investors’ rising preference for sustainable investments, amidst global easing of lockdown restrictions and stimulus measures in Europe.
Perhaps addressing the trend, Lyxor announced this week a suite of equity ETFs for investors seeking opportunities in companies that align with climate-related carbon-reduction goals.
Alternative Investment: Outlook On Real Estate ETFs; Is The Worst Over?
A report by Globe St. com quoted a survey result by RCLCO Real Estate Advisors. The survey said that real estate industry leaders thought the worst of COVID-driven real estate market declines sustained during the first six months this year may be behind us.
Real Estate: Kayne Anderson Raising $2 Billion for Sixth Fund
Kayne Anderson Capital Advisors is seeking to secure its sixth real estate fund by raising $2 billion. The goal of this fund is to focus on investments in student housing, and has received support from the Teachers’ Retirement System of Louisiana. This includes a $50 million investment in the fund. Strategy As a result of…
Private Equity: KKR Teams with Dan Daniel to Catapult U.S. Industrial Business
KKR Pursues U.S. Industrial Sector Opportunities Global investment firm KKR has announced its partnership with executive William K. Daniel. Daniel is a former executive at Danaher Corporation — a global science and technology innovator. This partnership will focus on acquisitions in industrial businesses. In the long run, KKR hopes to grow businesses and improve their…
ETFs In The First Half of 2020
Some fun facts about fund flow to ETFs in the half-year ended in June 2020.
Real Estate: Angelo Gordon Raises Over $1.5 Billion for Europe Fund
Angelo Gordon, a global alternative investment firm, raised more than $1.5 billion for a real estate fund. After surpassing the $1.2 billion target, the real estate fund will focus on undervalued assets to add to its portfolio. Angelo Gordon currently manages $35 billion reaching across credit and real estate markets. Since 2009, Angelo Gordon has…
Private Equity: Global Alternertives Giant Apollo Moves Deeper Into Direct Lending
Apollo Global Management is planning a $12 billion direct lending and alternative credit fund. The firm will utilize these funds to provide $1 billion in loans to various companies. Abu Dhabi fund Mubadala backs this Investment along with other investors involved in the project. Direct lending will allow investors to invest in high-quality businesses and…
Alternative Investments: The SEC Approves Active ETFs From T. Rowe Price
T Rowe Price (NASDAQ: TROW), the global investment manager with $ 1.1 trillion in assets under management, is making a foray into actively managed ETFs. It announced today that the SEC had granted the remaining approvals necessary for the launch of these ETFs.
“These latest milestones clear the path for T Rowe Price to introduce ETFs in an active management format that has characterized the firm’s investment approach for more than 80 years,” the firm said.
Hedge Funds: Paulson Calls it Quits
John Paulson — hedge fund manager of Paulson and Co. — is officially closing his office to public clients. Paulson and Co. will exclusively function as a family office. Paulson wrote in a letter that he will be returning all investments to clients after closing. John Paulson is known for predicting the housing crisis and…
Alternative Investments: TrueMark Investments Launches A Structured Outcome ETF That Tracks the S&P 500 Index
TrueMark Investments has launched the TrueShares Structured Outcome (July) ETF (NYSEAMERICAN: JULZ) that offers investors exposure to the S&P 500 price index. The ETF is a “structured outcome” product, the first of its kind from TrueMark’s structured outcome product suite. The ETF has an inbuilt downside buffer, with uncapped upside participation.
Hedge Funds Back on Top of Asset Class Demand
UNPRECEDENTED MARKETS SPARK HEDGE FUND APPEAL. Hedge funds are spiraling higher in demand amid the extent of today’s turbulence across U.S. and global markets. According to Credit Suisse, net demand for Hedge Funds is at 32 percent — the highest it has been in five years. Joseph Gasparro at Credit Suisse states that “given manager…
Private Equity: Apollo’s Tech Data Invests $750M to Fast-Track Digital Transformation
Private Equity: Apollo’s Tech Data Invests $750M to Fast-Track Digital Transformation PE giant Apollo Global Management has committed to funding a $750 million investment by Tech Data. Tech Data is a global technology company operating in over 100 countries with more than 125,000 customers. Apollo’s goal is to diversify its investments in the technology and…
Alternative Investments: Pacer’s New BioThreat ETF Launches With Ticker VIRS
Pacer ETFs announced the launch of a new ETF, that, in a sign of the times, invests in companies dealing with the fallout from natural or man-made biological threats. The Pacer BioThreat Strategy ETF (VIRS) will offer exposure to companies that will offer protection and relief in the event of a biothreat such as a pandemic.
Hedge Funds: Dalton Cautions on Korea’s $100 Billion Bio Stocks
For those investors lucky enough to have invested in South Korea’s health care sector, now may be the time to assess the risks, says Dalton Investments, a $3 billion California-based hedge fund. Retail investors who have invested in South Korea’s health care sector risk over-valuing the market. The Covid-19 pandemic is one of the primary…