Alternative investments

LIFETIME ACHIEVEMENT

NEW GENERATION

PORTFOLIO INNOVATOR

TECH INNOVATOR

PRACTICE MANAGEMENT

Bloomberg -- Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found.

David Rainey likes to take the long view. He's held more or less the same job since 1998, even though the firms and managements around him have changed.

Today Blackstone hosts its inaugural Veterans Hiring Summit to support the hiring of American veterans across its portfolio companies. In support of the White House’s “Joining Forces” initiative, in April Blackstone committed to hire 50,000 American veterans across its portfolio of 78 companies over the next five years.

If forced to choose, most investors would seek to preserve capital rather than pursue higher returns, a survey by Natixis Global Asset Management has found.

More than one in three investors plan to increase their allocations to defensive assets, such as cash, gold and other precious metals, and real estate in the coming year.

With heavyweights like PIMCO throwing its hat into the managed futures mutual fund ring, interest in this investment vehicle appears to be rising.

With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.

The 2008 and 2009 global financial crisis left many investors disappointed with the high volatility and negative performance of their portfolios and leading them to re-evaluate the risk reducing ability of asset allocation.

With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.

With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.

Options have been used in asset management for several decades, but due to current market conditions asset managers' interest has been renewed in this strategy. With bonds in a bear market and an equity market meandering horizontally, these managers are embracing options as a way to generate income while protecting against the downside.

Commonwealth Financial Network already stands out for its revenue mix. Now it has a new model for RIAs.

A passion for indexing has helped Mark Hebner build Index Fund Advisors into a $1.8 billion financial planning firm.

Use these concepts to frame conversations with your clients.

Amid ownership shifts, Hennessy Focus is still looking for a few (very few) reasonably priced stocks that it can hold for years.