Results for "alternative investments"

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The new paradigm of portfolio construction

June 13, 2019

Current thinking about the best way to construct investment portfolios stems from seminal events in 1952, 1993 and 1605. Yes, 1605. That was the year when perhaps the cornerstone of portfolio construction — the value of diversification —...

As market indicators go, the president trumps everything

June 6, 2019

Whether you like him or not, President Donald J. Trump is having a measurable impact on the financial markets, although maybe not in the ways he expects or would prefer. "Trump has a particular talent for causing wedges, driving markets and...

FS Investments and KKR merging more BDCs

June 4, 2019

FS Investments and KKR Credit Advisors are once again working on merging various business development companies, this time combining four nontraded BDCs into one publicly traded one. Plans call for the merged BDC, with $9 billion worth of assets,...

Movie director's family office looks at investments through an ESG lens

June 3, 2019

James Cameron has thrived on disaster and dystopia over his 40-year career. But when it comes to personal investing, the Hollywood director is betting on a better future. Mr. Cameron, whose films have grossed about $6 billion worldwide, and...

Investors start to sue broker-dealers that sold GPB private placements

May 7, 2019

Individuals are starting to file arbitration claims against broker-dealers that sold private placements packaged by GPB Capital, which raised $1.5 billion from investors and is under investigation by state and federal authorities. GPB is facing...

Is time running out for advisers who sold GPB private placements?

May 2, 2019

Financial advisers and broker-dealers that sold $1.5 billion of high-risk private placements offered by GPB Capital Holdings should brace for the worst. A year ago, GPB Capital was supposed to file registration forms with the Securities and...

Massachusetts charges adviser with concealing information in marijuana deals

April 17, 2019

Massachusetts securities regulators have charged a state-licensed investment adviser representative with various forms of misconduct in an investment scheme involving medical marijuana ventures. (More:​ Advisers struggle with the highs and...

Thirst for diversification leads more advisers to interval funds

April 16, 2019

With the bull market now a decade old, financial advisers are showing an increased willingness to give up investment liquidity in exchange for strategies that don't move in sync with the broad equity markets. Interval funds, named for their...

Sales of unregistered securities are a growing problem that's harming investors — and the industry

April 13, 2019

To an investor, Castleberry Financial Services Group's promise of up to a 12.2% annual yield on the alternative investment fund it was selling might have seemed awfully tempting. So might the assurance that your principal would be insured and...

A digital twist on investing in rare collectibles

April 12, 2019

Investors often turn toward luxury collectibles like expensive cars and paintings as alternative investments. But owning physical assets doesn't always make sense, even for the ultra-wealthy. A car-loving billionaire, for instance, may be looking...

You won't believe how some advisers are hedging market risk

April 11, 2019

As stock market volatility starts creeping higher, some financial advisers are reading the signals and adjusting client portfolios to try to hedge the risk of a market pullback like the one investors experienced at the end of last year. "We're...

Consider the alternative

April 8, 2019

Think about the characteristics that make a strong portfolio: diverse, cost-efficient, tax-efficient, risk-managed. These qualities should be true of every portfolio, no matter the size or an individual's risk profile. The clients we meet with...

Alternative strategies earn their keep over six months of market extremes

April 3, 2019

It has been at least five years since Dick Pfister can recall a six-month period that has been so favorable to alternative investment strategies. Mr Pfister, founder and president of AlphaCore Capital, a firm that allocates between 15% and 30%...

Brookfield buys Oaktree to build an alternatives giant

March 13, 2019

Brookfield Asset Management Inc. agreed to buy a majority stake in Oaktree Capital Group, a combination that would rival Blackstone Group as the world's largest alternative money manager. Brookfield will acquire a 62% stake in Oaktree in a cash...

Concerns about GPB Capital trash hauling business come to the fore

March 12, 2019

The FBI's investigation of GPB Capital Holdings made headlines in InvestmentNews last week. But it is the investigation by New York City regulators that oversee the city's private trash industry that got the attention of news website ProPublica....

GPB Capital Holdings now focus of FBI investigation

March 4, 2019

Already the focus of inquiries by the SEC and Finra, GPB Capital Holdings said on Monday that the FBI made an unannounced visit last week to the investment firm's office in New York. GPB Capital has raised $1.8 billion from accredited investors...

One of Wall Street's most popular trading strategies is failing

March 1, 2019

Sometimes machines are only as smart — or dumb — as the humans who program them. Hedge fund investors learned that the hard way last year when data-crunching computers that invest $220 billion based on historical price trends did worse than...

A recession? Financial advisers say it's right around the corner — or not

February 25, 2019

Even though a recent study of business economists shows that more than three-quarters expect the U.S. economy to be in recession by the end of 2021, financial professionals are not nearly in sync on the idea of an economic slowdown. "While the...

As volatility rises, United Capital gives advisers crash course in alts, options

February 25, 2019

As volatility surges back into the stock market, United Capital Financial Advisers is arming its troops with more sophisticated hedging strategies, including access to options trading in client portfolios. Building out its investing platform...

Financial advisers head to cash as stocks move up

February 14, 2019

Never mind that the stock market is up more than 8% from the start of the year. For a lot of professional investors and financial advisers, the risk-off mood that was triggered late last year has been hard to shake. "We're tactical investors...

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