4,495 results found

Andrew Beer, Managing Partner at Dynamic Beta Investments notes that for liquid alternative ETFs to gain momentum, they need to meet three objectives to work ...

Although liquid alternative funds struggled in 2015, each strategy either outperformed or performed similarly to its hedge-fund counterpart amid the overall market volatility, according to Goldman Sachs...

A coalition of nine major business and financial industry groups filed a lawsuit in the U.S. District Court in Texas challenging the Department of Labor's fiduciary rules.

Morningstar data revealed the median expense ratios for diversified domestic stock mutual funds and ETFs fell since the first quarter of 2017.

According to an Alternative Investment Survey from Morningstar and Barron's, the growth rates for alternative funds have slowed but still remain the highest compared to any other Morningstar category.

OppenheimerFunds debuted an Ireland-domiciled UCITS-compliant fund platform designed to expand the reach of its products to global investors.

To help meet daily valuation and liquidity demands of plan executives on the private equity side, Partners Group launched a strategy that includes an allocation to liquid assets

The SEC's 2017 examination priorities will focus on three areas: protecting retail investors; risks specific to the elderly and retiring investors; and market-wide risks.

The SEC announced that Daniel S. Kahl was named chief counsel of its Office of Compliance Inspections and Examinations, where he will oversee a staff of 15 lawyers and advise OCIE's leadership...

The SEC proposed a rule that would require registered investment advisers to adopt and implement written business continuity and transition plans...

SEC staff provided additional economic analysis related to its proposed rule regarding the use of derivatives by registered funds and business development companies.

The article acts as a REIT refresher for entities and investors looking to take advantage of this valuable tax-efficient investment structure and briefly touches on the impact of tax reform on REITs.

This alert examines the Federal Reserve Bank of New York's Staff Report which studied the effects of the March 2013 Interagency Guidance on Leveraged Lending on systemic risk.

The article examines the updated valuation guidance from the Securities and Exchange Commission.

Westwood Holdings Group extended its existing long-term strategic partnership with Aviva Investors in the global convertibles asset class.

The Wilshire Liquid Alternative Index, which provides a baseline for the performance of the broad liquid alternative investment category, returned 0.71% in July.

Liquid alternative mutual fund specialist Catalyst Funds and BNP Paribas partnered to form the BNP Paribas Catalyst Systematic Alpha Index, a risk premia strategy that allocates between seven strategies ...

A U.S. District Court in Massachusetts has temporarily stayed its own ruling that vacated the $100,000 H-1B fee, allowing USCIS to continue requiring payment while the government pursues an appeal. The stay remains contingent on the government filing a formal request with the First Circuit Court of Appeals by June 18, 2026, with further litigation anticipated.