Alts go mainstream in wealth management
Private markets are reshaping global wealth management as alternatives become a core part of portfolio allocations, according to research by GlobalData. The report found that alter...
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Private markets are reshaping global wealth management as alternatives become a core part of portfolio allocations, according to research by GlobalData. The report found that alter...
Wealth managers in the UK and Switzerland are increasingly viewing alternatives as a core portfolio allocation, with more than half suggesting an optimal allocation of up to 25 per...
As affluent investors seek diversification beyond mutual funds and PMS, Specialized Investment Funds (SIFs) and Alternative Investment Funds (AIFs) are emerging as key portfolio-bu...
Alternatives have overtaken US equities to become the largest allocation in endowments and foundations’ portfolios, although allocations to the asset class are likely to level off,...
At Morningstar's conference last month, speakers from companies like Blackstone, BlackRock and PIMCO added helpful context to the recent headlines on risk and alternatives.
Liquidity risk overtakes access as the top concern for E&Fs as private markets dominate portfolios
In advocating for a ‘three-stream portfolio,’ Robert Wilson outlines why this market environment suits some alternative strategies
The firm also plans to add margin loans, income-generating options and faster money movement.
Merrill’s Mark Sutterlin outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access...
Kotak Mahindra AMC MD Nilesh Shah has identified four investment avenues for volatile markets: Special Investment Funds, performing credit AIFs, REITs and Gift City-based global pr...
Deep alternatives knowledge among advisors has nearly doubled as evergreen fund appetite grows
Public alternative asset managers sought to ease concerns about redemptions tied to semiliquid private credit funds while highlighting continued fundraising and strong operational...
The question is no longer whether to offer alternative investments, but rather how to do so in a way that aligns with how wealth management operates.
The industry often frames the private markets boom around access to private credit, infrastructure and specialist fund managers all under one roof.
Affluent investors are increasingly turning to newly launched hybrid specialised investment funds (SIFs) for their tax efficiency and better returns than traditional fixed-income o...
Canada Pension Plan Investment Board (CPP Investments) channelled over $3bn (£2.2bn) into alternative credit in the last financial year, including a $1.5bn commitment to a separate...
A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.
ICICI Prudential Mutual Fund has launched two new Specialized Investment Fund (SIF) offerings — iSIF Active Asset Allocator Long-Short Fund and iSIF Equity Long-Short Fund — aimed...
Semiliquid private equity vehicles might be the next to experience a spike in redemption requests. They might approach it differently than their private credit counterparts.
The trade is essentially a reversal of the war premium across asset classes: long bonds, short dollar, long Asian equities and currencies against a backdrop of fading Fed hike expe...
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