<i>Breakfast with Benjamin</i>: More than a third of the outstanding U.S. high yield and leveraged loan universe is at risk in a rising-rate cycle.
A deficit of transparency and liquidity often leads to high costs and low returns.
Making the case for alternatives is less about the absolute returns they can deliver, but their potential over full market cycles.
<i>Breakfast with Benjamin</i>: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.
Legion M offers hope for a Hollywood-level debut.
A commitment that can make investment performance a lesser priority.
New fund offers 11% yield, no fees, two-year lock-up to accredited investors, but it's risky.
<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.
Three mutual funds just the start for Pzena Investment Management.
<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.
Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?
Firms would be wise to embrace a fuller mix of services to satisfy today's investors and differentiate themselves.
President of BDCA, company at center of Galvin complaint, is removed; others step down
Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.
Before making a decision, advisers must evaluate what a client wants from alternatives, as well as their capacity for risk and liquidity.
In a major reversal, the powerhouse nontraded REIT sponsor built by Nicholas Schorsch is exiting the business of creating and selling new alternative investment products and will stop taking new investor money for existing programs.
<i>Breakfast with Benjamin:</i> S&P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?
The SEC is scheduled to vote on a piece of the 2012 JOBS Act that will give retail investors access to private equity investing through crowdfunding platforms. That means challenges and opportunities lie ahead for advisers.
<i>Breakfast with Benjamin</i>: Nation's largest public pension fund trims its real estate holdings with a $3B sale.
Firms pull the plug after Massachusetts <a href="//www.investmentnews.com/article/20151112/FREE/151119971/massachusetts-galvin-charges-realty-capital-securities-with-proxy"" target=""_blank"" rel="noopener noreferrer">charges RCS Capital with fraudulently rounding up proxy votes</a> to support real estate deals sponsored by AR Capital.
