03/09/2017
Liquid Alternatives in U.S. Managed Accounts: A Promise That Has Yet to Pay Off
A decline in alternative fund assets appears to signal a waning interest in liquid alternatives as an asset class.
Comment, Analysis & Research
03/08/2017
CFA Institute Calls on Wealth Managers to Meet Needs of Future Investors
New research indicates a gap between client desires, adviser services
03/08/2017
A Quarter of Wealthy Investors Don’t Have an Advisor, Study Says
Investors say they prefer to make their own investment decisions, an indication that advisors underestimate the need to broaden their services, according to a new CFA study.
03/08/2017
Can Halal Investing and Socially Responsible Investing Be Allies?
At one point, doubts like these almost made him leave the financial sector all together.
03/08/2017
Morningstar’s Annual Global Asset Flows Report Shows Slowing Demand for Global Markets as 2016 Inflows Decrease
The Morningstar Global Asset Flows Report is based on assets reported by more than 4,000 fund groups across 85 domiciles.
03/08/2017
Private Equity Firms Are Booming, but It’s No Time to Be Complacent
The event will bring together more than 500 senior-level women in PE and venture capital for in-depth discussions about the industry.
03/08/2017
Hedge funds bracing for a market selloff
What are they buying? Gold.
03/07/2017
Chinese Lead Asian Overseas Real Estate Investment
New York overtook London as the most favored metro area in 2016.
03/07/2017
The International Banker 2017 north & south American awards winners
US banks rounded off a generally strong 2016 with positive fourth-quarter earnings. In recent months, the election of Donald Trump has been—and continues to be—the clearly dominant factor that prevails over North American banking. More than
03/07/2017
Natixis Global Asset Management Celebrates the Launch of the Natixis Seeyond International Minimum Volatility ETF
MVIN seeks to outperform the broad international equity markets over a full market cycle, while reducing risk.
03/07/2017
Goldman Sachs: Hedge funds and mutual funds have very different views on the financials
Talking about exposure to financials, the team noted, "hedge funds have a low 11% net exposure to Financials while large-cap core and growth mutual funds overweight the sector."
03/07/2017
Hedge fund managers think they should make more money even though most don't beat the market
The study also includes some of the smaller names that encompass a large portion of the industry.
03/07/2017
Jack Bogle: ETFs Have Beaten Hedge Funds Without High Fees
He cited data that show ETFs received $490 billion of inflows as hedge funds saw $70 billion of redemptions
03/07/2017
Here's how many hours hedge funders worked in 2016
The large workload makes sense when one considers the pressure points underpinning the hedge fund industry right now.
03/06/2017
Could exits from Harvard fund spur investment startups?
It’s a seismic shift.
03/06/2017
Vanguard goes on hiring binge to support big boom in growth
Critics point to lagging customer service as a downside of the inflows
03/06/2017
The Golden Age of Hedge Funds
It’s telling that some of the biggest and most successful hedge fund managers in the business are questioning their peers.
03/06/2017
How a $26 Billion Hedge Fund Lures the Beautiful Minds
We need strong, analytical thinkers who can work through big, complex data sets.
03/06/2017
When Single-Family Office Consortiums Create Their Own Investment Funds
A consortium’s investment funds operate very much like an alternative investment fund without concerns over raising capital.
03/06/2017
Elevating Trust Builds U.S. Investor Satisfaction and Referrals
"Cerulli found that the leading factors among satisfied clients are trustworthiness, overall relationships, and quality of advice."