Investing

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Massachusetts moves to limit REITs' hospital ownership
ALTERNATIVES JUN 24, 2024
Massachusetts moves to limit REITs' hospital ownership

High-profile hospital collapse sparks legislative action to ban REITs as landlords that experts say misses the mark.

Allspring braces to leap into active ETF space
ETFS JUN 21, 2024
Allspring braces to leap into active ETF space

The mutual fund giant’s move to adopt Vanguard’s dual-class model puts it in the running with other asset managers looking for a stake.

By Leo Almazora
SEC actions hint at looming "AI washing" crackdown
ESG JUN 21, 2024
SEC actions hint at looming "AI washing" crackdown

Recent moves against issuing firms and money managers show some parallels to the regulator's early crypto focus.

By Bloomberg
Investors and advisors continue to dump nontraded REITs
ALTERNATIVES JUN 20, 2024
Investors and advisors continue to dump nontraded REITs

Patience is rarely rewarded when it comes to redemptions of some nontraded REITs, one executive noted.

By Bruce Kelly
Reflection Asset Management founder offers new twist to ESG debate
ESG JUN 20, 2024
Reflection Asset Management founder offers new twist to ESG debate

A fund manager offers an alternative now that values-based investing has become politically weaponized.

By Gregg Greenberg
Structured notes are turning heads among advisors, says CAIS
ALTERNATIVES JUN 20, 2024
Structured notes are turning heads among advisors, says CAIS

The leading alts provider reports a significant year-on-year demand spike for the flexible investment options as the quest for diversification continues.

By Leo Almazora
Young, wealthy investors more likely to go for broke
ALTERNATIVES JUN 18, 2024
Young, wealthy investors more likely to go for broke

BofA study reveals how younger high-net-worth individuals view crypto, real estate, and other alternatives differently from Gen X and older generations.

By Leo Almazora
Can CITs overthrow mutual funds to dominate DC plans?
RETIREMENT PLANNING JUN 17, 2024
Can CITs overthrow mutual funds to dominate DC plans?

While CITs have cost benefits for retirement plan sponsors, they fall short on transparency and investment hurdles, according to Cerulli research.

By Leo Almazora
Russell Investments expands its managed accounts menu
FIXED INCOME JUN 17, 2024
Russell Investments expands its managed accounts menu

The asset manager is giving advisors more power to personalize portfolios with fixed-income and multi-asset options.

By Leo Almazora
Quant-factor ETFs have a moment as retail funds pile in
ETFS JUN 17, 2024
Quant-factor ETFs have a moment as retail funds pile in

Equity smart-beta ETFs have raked in nearly $48B so far this year as money managers look to spread their exposures or ride the biggest winners.

By Bloomberg
EM bond rally at risk as hawkish tones grow
EMERGING MARKETS JUN 17, 2024
EM bond rally at risk as hawkish tones grow

Era of 'easy money' in emerging markets may be over for now.

By Bloomberg
Vanguard switched from anti stance to help push Musk’s pay package
ESG JUN 14, 2024
Vanguard switched from anti stance to help push Musk’s pay package

Note reveals how the indexing giant changed its opinion on the $56B payday and Tesla’s proposed incorporation in Texas.

By Leo Almazora
REIT deals getting creative amid weary commercial real estate market
ALTERNATIVES JUN 14, 2024
REIT deals getting creative amid weary commercial real estate market

Details behind Blackstone deal with KKR hints at rising pressure from mounting redemption requests and high borrowing costs.

Ether ETF approval could be sooner than you think
ETFS JUN 14, 2024
Ether ETF approval could be sooner than you think

SEC chair hints at a possible timetable for new crypto funds.

By Bloomberg
NY Life backs away from semi-transparent ETFs
ETFS JUN 13, 2024
NY Life backs away from semi-transparent ETFs

Latest move is more evidence the structure has not taken off as expected, says industry expert.

By Emile Hallez
Northern Trust Asset Management appoints new global funds chief
ETFS JUN 13, 2024
Northern Trust Asset Management appoints new global funds chief

New leader will lead the team managing ETFs, mutuals with $230B AUM.

By Steve Randall
Prosecutor claims GPB 'was built on lies'
ALTERNATIVES JUN 12, 2024
Prosecutor claims GPB 'was built on lies'

GPB executives used phony, back-dated documents as part of a scheme to defraud investors, federal prosecutor claims.

By Bruce Kelly
BlackRock gives anti-ESG investors a proxy voting option
ESG JUN 11, 2024
BlackRock gives anti-ESG investors a proxy voting option

A policy from a proxy advisor new to BlackRock's voting choice program opposes "stakeholder capitalism" proposals.

By Emile Hallez
Questions for $67B ETF as Nvidia overshadows Apple
ETFS JUN 11, 2024
Questions for $67B ETF as Nvidia overshadows Apple

Ranked among the world's biggest tech ETFs, the thematic fund by State Street may have to radically shake up its portfolio makeup.

By Bloomberg
Hedge funds ditch chip stocks for software in tech investing U-turn
ALTERNATIVES JUN 10, 2024
Hedge funds ditch chip stocks for software in tech investing U-turn

Fund managers have been net sellers of the AI craze's biggest beneficiaries – is it a tactical pivot or a course change?

By Bloomberg