Alternative Investments

Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.

Falling valuations mean that future expected returns are higher.

The growing popularity of sustainable investing poses challenges for fiduciaries in a complex investment environment.

Bitcoin has whipsawed investors since the ETF launch, fluctuating as much as 12% in the first 24 hours or so around the initial trading of the funds.

Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.

Some private equity investment managers are choosing to roll over select assets into new funds, giving LPs the option to renew as well.

Global demand for cryptocurrency investment products eased last week, with funds seeing $21 million in outflow.

Yieldstreet has been helping hundreds of thousands of investors get access to a wide range of alternative investments for several years. The deal with Luma is "our first big push into the RIA channel," its CEO says.

The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.