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May 3, 2019

Active non-transparent ETFs and mutual funds – A transformational change?

In a March 2019 blog titled ETFs – Looking into the future, I referenced an earlier blog post from February 2018, ETFs: An industry in flux.  I wrote in this earlier blog that, subject to regulatory approval, I hoped to see a great deal of product innovation in 2018—namely actively-managed, non-transparent ETFs.  Well, it seems that at last, and better late than never, the SEC has finally given conditional approval to one strategy: Precidian’s ActiveShares.

Apr 26, 2017

Debunking 7 myths about alternatives

There are many misconceptions about alternatives. Investors either have wrong assumptions concerning their nature and function in individual portfolios, or their availability, thinking alts are not affordable and available only to ultra-high-net-worth individuals or institutions. Due to these, and many other mistaken assumptions, investors are hesitant to include them in their portfolios. In this article, we'll debunk the most popular myths about alternatives, and shed some light on ...

Nov 4, 2016

Survey Finds Buyside Asset Managers to Significantly Boost Portfolio Allocations to Alternatives, Loans, Equities, and Mutual Funds

In Q2 of 2016 we conducted a survey, the 2016 Global Insurance Asset Management Technology Outlook, polling 100 insurance and asset management executives in accounting, finance operations, investments, and technology from around the globe.  Participants were asked to respond to 28 questions on current challenges, concerns, and the future direction of their asset management operations. One of the key findings of the survey revealed that over 33% of asset managers plan on increasing ...

Nov 4, 2016

Survey Finds Buyside Asset Managers to Significantly Boost Portfolio Allocations to Alternatives, Loans, Equities, and Mutual Funds

By Kendall Reischl In Q2 of 2016 we conducted a survey, the 2016 Global Insurance Asset Management Technology Outlook, polling 100 insurance and asset management executives in accounting, finance operations, investments, and technology from around the globe. Participants were asked to respond to 28 questions on current challenges, concerns, and the future direction of their asset management operations. One of the key findings of the survey revealed that over 33% of asset managers plan on ...
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