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Alternative Investments


Improving Small Business Retirement Offerings

Retirement product providers say that they continue to struggle with reluctant employers and misinformed employees about the benefits of their offerings.

Upgrade Challenges in the Era of ETF 2.0

While market trends indicate an attractive environment for new entrants in the ETF space, fund managers need to make sure they are prepared from an operational standpoint.

Oaktree’s Marks Warns Liquid-Alternative Funds Won’t Deliver

Howard Marks said the impact on liquidity of ETFs, liquid alternatives and new rules designed to stop banks from trading with their own money has yet to be tested.

Industry Highlights and Trends

This week's notable news from the asset management industry includes a recent SEC roundtable meeting where some participants discussed the potential "unintended consequences" of universal proxy ballots, global ETP flows in February reached a record $50 billion, the fastest start to any year on record, and leadership at Vanguard were tasked with new roles within the firm.

Industry Highlights and Trends

This week's highlights includes how competition is forcing ETF providers to cut fees on products; research on how corporate bond ETFs can help institutional investors manage investment flows; and Chinese demand for portfolio managers.



Managed Futures Can Increase Diversification and Reduce Risk

The 2008 and 2009 global financial crisis left many investors disappointed with the high volatility and negative performance of their portfolios and leading them to re-evaluate the risk reducing ability of asset allocation.

What's the Future of Alternative Mutual Funds?

With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.

Executive Briefings

It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.

Commodity Pools Open for Alt Mutual Funds

The U.S. Court of Appeals for the District of Columbia Circuit has put alternative mutual funds on notice after ruling in favor of the Commodity Futures Trading Commission by upholding its recent amendments to Rule 4.5 that will require mutual funds that bet on gold, oil or other commodities to register as commodity pool operators.

DC Plans 'Push and Pull' into Alternatives

Non-traditional investment allocations in defined contribution plans, while commonplace in defined benefit pension portfolios, are a rare sight in today's retirement plan lineup.