BNY Mellon’s Investment Strategy and Solutions Group conducted research resulting in a report that provides detailed analysis on the performance disparities between Defined Benefit and Defined
In an article titled, “In Alts We Trust” a recent issue of Investment News discusses how managers that are advocating 60/40 portfolios be replaced by
APPLETON, Wis., Nov. 11, 2014 /PRNewswire/ Historical index data for the Endowment IndexTM — calculated by Nasdaq OMX® — is now available through major index
The second largest retirement pool of retirement savings in the world¹, the Government Pension Investment Fund, Japan (“GPIF”) recently announced a new policy asset mix for the
A preliminary report from NACUBO (National Association of College and University Business Officers) shows that university endowment porfolio managers increased their allocation to alternative investments
The case for traditional long-only allocations to stocks and bonds is getting weaker by the day, and that’s putting the financial advice industry, if somewhat
One of the trends in the retirement space is to get participants focused on “income replacement” rather than “asset accumulation”. After all, once workers retire,
The annual Private Equity Growth Capital examining private equity investments of over 150 U.S. public pension funds has been released recently. The report contains tables
Seeking Alpha published an article by Prateek Mehrotra outlining how ETFs can help investors build institutional quality portfolios diversified into liquid alternative investments designed to
United States Commodity Funds, the Oakland, California-based firm that did so much to popularize futures-based exchange-traded funds focused on commodities, has filed regulatory paperwork describing a broad
A recent article at WealthManagement.com discussed that interest in self-directed IRAs is growing. A few reasons for this are that more people have begun to
Tactical Allocation Funds Prove Market Timing Is Just Hype October 10, 2014 ETF Model SolutionsTM Chief Investment Officer, Prateek Mehrotra was published in an article
