Alternatives

Displaying 3994 results
Invesco, Barings forge retail private credit-tie up
INVESTING ALTERNATIVES APR 22, 2025
Invesco, Barings forge retail private credit-tie up

The partnership pairs the fixed-income muscle of MassMutual's asset management arm with Invesco's US wealth distribution network.

By Bloomberg
REIT funds poised for a comeback
INVESTING ALTERNATIVES APR 21, 2025
REIT funds poised for a comeback

Office space stands out as the drag on REIT performance, while cell towers and data centers ride the technology wave.

By Jeff Benjamin
Doors open to private markets
INVESTING ALTERNATIVES APR 21, 2025
Doors open to private markets

However, the realities of higher fees, less liquidity, and the retailization of ETFs mean financial advisors should tread carefully

By Jeff Benjamin
Judge OKs release of $400 million to besieged GPB investors
INVESTING ALTERNATIVES APR 21, 2025
Judge OKs release of $400 million to besieged GPB investors

Meanwhile, GPB senior executives' sentencing for fraud pushed to May.

By Bruce Kelly
Demand evaporates for State Street private-debt ETF with no new flows in weeks
INVESTING ALTERNATIVES APR 17, 2025
Demand evaporates for State Street private-debt ETF with no new flows in weeks

Expectations meet reality in the democratization of private market investments as the pioneering ETF runs into first-mover challenges.

By Bloomberg
What do RIAs make of BlackRock's private-market model portfolios?
INVESTING RIAS APR 16, 2025
What do RIAs make of BlackRock's private-market model portfolios?

While they might not make it into advisors' toolkits anytime soon, the new offerings could be a good onramp for retail clients to merge into the private investment superhighway.

By Leo Almazora
Major firms announce triple partnership to extend retail investor choices
INVESTING ALTERNATIVES APR 16, 2025
Major firms announce triple partnership to extend retail investor choices

Collaboration will power multi-asset investments in public and private markets

By Steve Randall
CAIS builds out investment solutions suite with new capital markets division
INVESTING RIAS APR 14, 2025
CAIS builds out investment solutions suite with new capital markets division

The alt investments leader is sharpening its focus on defined-outcome strategies for advisors, kicking off with an expanded tie-up with Focus Financial.

By Leo Almazora
Private asset owners enjoy relative calm as stock market swings
INVESTING EQUITIES APR 11, 2025
Private asset owners enjoy relative calm as stock market swings

Advisors have been adding alternatives to client accounts since 2022. It's been paying off during the past whirlwind of a week in public markets.

By Gregg Greenberg
Wealth firms using less tech support than expected in alts push
INVESTING ALTERNATIVES APR 11, 2025
Wealth firms using less tech support than expected in alts push

Quarterly survey report of finds nearly nine-tenths have alternative asset allocations in client portfolios, but just half use tools to manage those investments.

By Leo Almazora
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit
INVESTING ALTERNATIVES APR 11, 2025
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit

Inflows top $80 billion as the asset management giant sees the best year start for organic fee growth since 2021.

By Leo Almazora
Schwab, State Street unveil new retail private-market offerings
INVESTING RETIREMENT PLANNING APR 10, 2025
Schwab, State Street unveil new retail private-market offerings

The trend to democratize alternative investments is heating up with a new high-net-worth offering from Schwab and State Street's latest twist on target-date funds.

By Leo Almazora
Goldman opens new retail path to private equity with latest fund
INVESTING ALTERNATIVES APR 04, 2025
Goldman opens new retail path to private equity with latest fund

The Wall Street giant's newest alts offering, launched under a "G-Series" branding, builds on a broader trend of investment firms looking to expand alts access to the masses.

By Leo Almazora
Unlocking opportunities: Understanding the growing secondary market
INVESTING ALTERNATIVES APR 02, 2025
Unlocking opportunities: Understanding the growing secondary market

Lexington Partners' Clark Peterson on how the secondary market remains undercapitalized, setting the stage for a robust buyer's market.

SEC retreats on crypto: Dismissals signal strategic shift in enforcement
INVESTING ALTERNATIVES MAR 31, 2025
SEC retreats on crypto: Dismissals signal strategic shift in enforcement

Regulator folds on three more cases.

By Matthew Sellers
Larry Fink calls for an end to investment inequality
INVESTING ALTERNATIVES MAR 31, 2025
Larry Fink calls for an end to investment inequality

The BlackRock chairman and CEO's latest letter highlighted the role of private investments, tokenization, and emergency savings programs in helping democratize opportunities for investors.

By Leo Almazora
Blackstone buyout fund closes years late, billions short of initial goals
INVESTING ALTERNATIVES MAR 28, 2025
Blackstone buyout fund closes years late, billions short of initial goals

The alternative investment giant expects fundraising to wrap around the end of the month, effectively taking twice as long as peers that closed in the past year.

By Bloomberg
Vanguard connected with Blackstone, Carlyle on potential private market tie-ups
INVESTING ALTERNATIVES MAR 27, 2025
Vanguard connected with Blackstone, Carlyle on potential private market tie-ups

The exploratory talks, reported by unnamed sources, speak to a larger trend of traditional asset managers wading further into the alternative assets space.

By Bloomberg
BlackRock boosts private market ambitions with new model portfolios
INVESTING ALTERNATIVES MAR 26, 2025
BlackRock boosts private market ambitions with new model portfolios

The "first of its kind" customizable portfolios, offered through a UMA, blend the giant asset manager's private strategies with public market access.

By Leo Almazora
Controversial 'billionaires bill' on PE closes to becoming law
INVESTING ALTERNATIVES MAR 26, 2025
Controversial 'billionaires bill' on PE closes to becoming law

Critics of Musk-backed bill say it will weaken investor protections.

By Bloomberg