News

Company News

more >
AlphaCore Takes Over 5-Star Liquid Alts Fund

AlphaCore Takes Over 5-Star Liquid Alts Fund

Dick Pfister, founder of AlphaCore Capital, is busy bringing a new asset management model to the high net worth and financial advisory market.

Fidelity Expands Access to Private Equity Funds

Fidelity Expands Access to Private Equity Funds

Fidelity is expanding its focus on its alternatives offerings, as indicated by the recent expansion of its private equity platform for financial intermediaries.

Small-Cap Specialist Acuitas Launches Long-Short Strategy

Small-Cap Specialist Acuitas Launches Long-Short Strategy

Acuitas Investments has leveraged its focus on U.S. micro-cap and non-U.S. small cap managers to launch a multi-manager long/short equity strategy focused on those same markets.

New Platform Lets Individuals Invest in Private Real Estate Funds

New Platform Lets Individuals Invest in Private Real Estate Funds

The new CAPFUNDR paltform will offer private funds with strategies that span multi-family, net lease, and retail properties, all at lower fees than non-traded REITs.

Fund News

more >
American Century Long-Short Fund

American Century Creates New Long-Short Fund

American Century got a glimpse of the future and recently converted an existing equity fund to a long-short fund.

Alternative ETFs Seek Absolute Returns In Any Market

2 New Alternative ETFs Seek Absolute Returns In Any Market

More alternative strategies are starting to make their way into the accounts of mainstream investors via exchange-traded funds (ETFs).

Legg Mason Launches Total Return Focused Real Estate Fund

Legg Mason Launches Total Return Focused Real Estate Fund

The ClearBridge Real Estate Opportunities Fund launched early last month as a result of a merger with an existing closed-end fund. The new fund is managed by Legg Mason and sub-advised by its wholly owned subsidiaries ClearBridge and Western Asset Management Company.

ALPS and RiverFront Partner to Launch Nontraditional Bond ETF

ALPS and RiverFront Partner to Launch Nontraditional Bond ETF

The first nine days of June saw no launches of new alternative mutual funds or ETFs, but on June 10, a pair of new liquid alts debuted, one of which is RFUN.

Industry News

more >
The Kerfoot Alternatives Update

The Kerfoot Alternatives Update

Matthew Kerfoot of Dechert LLP provides an update on the most current news related to the alternative investment industry.

October Hedge Fund Performance

Hedge Fund Flows and Performance Negative in October

Citi released its report on hedge fund activity for October highlighting flows, performance, leverage and short activity over the month.

Liquid Alternative Flows September

Liquid Alternative Flows Negative in September

While one-year flows into liquid alternatives nearly hit $5 billion, investors pulled more than $700 million in assets from the category in September.

Top 10 Drivers Impacting Wealth Management

EY Considers Top 10 Drivers Impacting Wealth Management

EY takes a look at the top 10 drivers impacting global wealth and asset management, many of which will be disruptive to the status quo.

Investing Insights

more >
Five Ideas for Your Portfolio

Market Focus: Rising Rates – Five Ideas for Your Portfolio

Meeting the challenges of the new environment may require new sources of income and diversification.

Long-Short Mutual Funds

Long-Short Mutual Funds: The Rodney Dangerfield of Investing

In a blazing bull market, alternative strategies sit in the shadows, awaiting the day when they will again be called on to help clean up the mess that a fallen bull market left behind. In particular, long-short strategies are chronically misunderstood.

What to Do When Bonds Are No Longer the Answer

What to Do When Bonds Are No Longer the Answer

Bonds have been your best buddy – for a long time. But bonds are no longer the answer. It’s time to move on and look to other assets classes.

Long Short Dividend Investing

The Long and Short of Long-Short Dividend Investing

Long-Short dividend investing is an excellent core income strategy whose time has come, thanks to current market conditions.

People News

more >
Martin Beaulieu Executive Chairman Altegris

Altegris Appoints New Executive Chairman

Altegris has appointed a new Executive Chairman to work alongside current CEO and Chief Investment Strategist Jack Rivkin.

Paul Cavazos American Beacon Chief Investment Officer.

American Beacon Hires Award-Winning CIO

American Beacon Advisors started the month of June off with a splash, naming industry veteran Paul Cavazos as its new Chief Investment Officer.

Michael Kosoff Artivest Director of Research

Artivest Hires Industry Veteran as Director of Investment Research

Artivest has hired a new director of investment research as it continues to expand its technology-driven, alternative investment platform.

ImpactAssets Looks to Capture Growth Trends With New Hire and Promotion

ImpactAssets Looks to Capture Growth Trends With New Hire and Promotion

ImpactAssets looks to take advantage of the continued growth trends in impact investing with a new hire and a new promotion.

Surveys & Rankings

more >
Smart Beta Institutional Investors

Institutions Have Appetite for Smart Beta Hedge Funds

A survey conducted by Citi revealed that a majority of institutional investors are planning to increase their allocations to risk premia investments over the coming years.

hedge-fund-renaissance

Are We on the Verge of a Hedge Fund Renaissance?

Hedge funds have generally lagged the U.S. stock market the past several years, and according to Willis Towers Watson, this might actually be healthy for the industry.

VC Funding Down in Q1 But Report Predicts Reversal

VC Funding Down in Q1 But Report Predicts Reversal

Global venture capital funding took a major dip in the fourth quarter, and the declines extended into the first quarter of 2016.

Context Reports Allocators are Upbeat on Alternatives

Context Reports Allocators are Upbeat on Alternatives

Market volatility, geopolitical risk and the extended bull market are not deterring investors from increasing their allocations to hedge funds in 2016, according to a new report from Context Summits.