Alternatives

Displaying 3994 results
CAIS unveils alts model portfolio marketplace for advisors
INVESTING ALTERNATIVES MAR 24, 2025
CAIS unveils alts model portfolio marketplace for advisors

The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.

By Leo Almazora
State Street's Charles River, iCapital team up for innovative UMA solution
INVESTING ALTERNATIVES MAR 24, 2025
State Street's Charles River, iCapital team up for innovative UMA solution

New platform helps advisors manage public and private assets in one place.

By Steve Randall
Ontario Pension Fund revamps PE business in light of global risk
INVESTING ALTERNATIVES MAR 21, 2025
Ontario Pension Fund revamps PE business in light of global risk

The pioneering member of Canada's Maple Eight is stepping back from its go-it-alone private equity approach as a drought in deals and Trump's trade war prompt a rethink.

By Bloomberg
SEC unveils Marketing Rule guidelines around private investments, performance reporting
INVESTING ALTERNATIVES MAR 20, 2025
SEC unveils Marketing Rule guidelines around private investments, performance reporting

New guidance addresses some areas of ambiguity for investment firms, but they may require a revamp for some materials.

By Leo Almazora
Jefferies wins summary judgment against hedge fund founder over personal guarantee
INVESTING ALTERNATIVES MAR 18, 2025
Jefferies wins summary judgment against hedge fund founder over personal guarantee

Court rules George Weiss personally liable for hedge fund’s collapse-era debts; bankruptcy backdrop reveals high spending and missteps.

By Matthew Sellers
Bridgewater's flagship hedge fund surges amid volatile markets
INVESTING ALTERNATIVES MAR 17, 2025
Bridgewater's flagship hedge fund surges amid volatile markets

The firm's flagship fund, which invests in stocks, bonds, currencies, and commodities, saw accelerated gains as some peers lost ground.

By Bloomberg
No new trial for convicted GPB Capital executives
INVESTING ALTERNATIVES MAR 14, 2025
No new trial for convicted GPB Capital executives

"I've seen lots of denial in this business but this GPB thing take the cake," says one industry executive.

By Bruce Kelly
Gold soars past $3,000 as Trump turbocharges record rally
INVESTING ALTERNATIVES MAR 14, 2025
Gold soars past $3,000 as Trump turbocharges record rally

Higher interest rates and a strong US dollar, which traditionally act as headwinds, haven't deterred market-stung investors from seeking refuge in the yellow metal.

By Bloomberg
Wall Street goes all in on White House-backed crypto comeback
INVESTING ALTERNATIVES MAR 14, 2025
Wall Street goes all in on White House-backed crypto comeback

Firms that had only dipped a toe in have a chance to go deeper as vision to make the US "the crypto capital of the planet" takes shape.

By Bloomberg
State Street's private-credit ETF receives lukewarm response
INVESTING ALTERNATIVES MAR 13, 2025
State Street's private-credit ETF receives lukewarm response

Data show the much-anticipated fund, launched in partnership with Apollo, has only seen two days of net inflows over two weeks.

By Bloomberg
How one top advisor is building connections with collectibles
INVESTING ALTERNATIVES MAR 12, 2025
How one top advisor is building connections with collectibles

After going through his own estate planning reality check, Thomas Ruggie has become a sought-after speaker and authority to help secure high-net-worth investors' prized possessions.

By Leo Almazora
The financial battle of the century: gold vs. bitcoin
INVESTING ALTERNATIVES MAR 12, 2025
The financial battle of the century: gold vs. bitcoin

Gold has been the currency of choice for centuries. But some advisors see big opportunities with bitcoin – a relative newcomer – and have been diversifying portfolios with it.

By Gregg Greenberg
Roll back Gensler-era rules, private funds industry urges SEC
INVESTING ALTERNATIVES MAR 11, 2025
Roll back Gensler-era rules, private funds industry urges SEC

A new policy proposal from the Managed Funds Association lays out requests to reduce disclosure requirements and offer legal clarity on crypto ownership, among other priorities.

By Leo Almazora
GWG bankruptcy settlement leaves investors with next to nothing
INVESTING ALTERNATIVES MAR 11, 2025
GWG bankruptcy settlement leaves investors with next to nothing

Beneficient, an alternative investment company and formerly a part of GWG, has offered $50.5 million to settle claims related to federal lawsuits.

By Bruce Kelly
Private credit's push into retail opens new vulnerability, warns BIS
INVESTING ALTERNATIVES MAR 11, 2025
Private credit's push into retail opens new vulnerability, warns BIS

A new report adds to a string of alerts from watchdogs, noting that the growing role of small investors, use of leverage, and concentration risks "warrant monitoring."

By Bloomberg
Aligning client expectations with reality
INVESTING ALTERNATIVES MAR 11, 2025
Aligning client expectations with reality

Clients are often seduced by alternative investments’ potential for outsized returns, but Ed Cofrancesco knows education is key.

By Chris Davis
The art of balancing risk and reward
INVESTING ALTERNATIVES MAR 10, 2025
The art of balancing risk and reward

Jack Ablin, of Cresset Asset Management, talks investment philosophy – mitigating risks on the public side while taking opportunities on the private side.

By Chris Davis
Blackstone sees bright spot in commercial real estate debt with record $8B fund raise
INVESTING ALTERNATIVES MAR 07, 2025
Blackstone sees bright spot in commercial real estate debt with record $8B fund raise

The titanic alternative assets giant's latest move will help bridge a gap between lenders and still-challenged property owners, says debt strategies head.

By Leo Almazora
Ray Dalio's 'all weather' strategy makes ETF debut
INVESTING ALTERNATIVES MAR 06, 2025
Ray Dalio's 'all weather' strategy makes ETF debut

The fund, managed by State Street Global Advisors and sub-advised by Bridgewater, plugs into a growing clamor for sophisticated strategies in the ETF space.

By Bloomberg
GPB paid convicted top executives legal fees of $75M
INVESTING ALTERNATIVES MAR 05, 2025
GPB paid convicted top executives legal fees of $75M

And GPB founder David Gentile and ex-broker-dealer chief Jeff Schneider want the company to continue paying legal expenses.

By Bruce Kelly