Company News

AlphaCore Takes Over 5-Star Liquid Alts Fund

AlphaCore Takes Over 5-Star Liquid Alts Fund

Dick Pfister, founder of AlphaCore Capital, is busy bringing a new asset management model to the high net worth and financial advisory market. With less than 2-years under his belt since the inception of his firm, Pfister has quickly gathered assets from both individual investors and financial advisors. His approach? Put alpha generation and ... [read more]

Fidelity Expands Access to Private Equity Funds

Fidelity Expands Access to Private Equity Funds

When Fidelity Investments ripped $2 billion from a pair of alternative mutual funds earlier this year, some observers thought it might mean the investment giant was getting out of the alternatives market. As it turns out, that wasn't quite the case, at least for Fidelity's advisor platform. In fact, Fidelity is expanding its focus on its ... [read more]

Small-Cap Specialist Acuitas Launches Long-Short Strategy

Small-Cap Specialist Acuitas Launches Long-Short Strategy

With stock markets hovering around long-term highs, and bonds near long-term lows, many investors are anticipating lower returns from traditional investments in the years to come. As a result, investors are increasingly looking for differentiated sources of return to help reduce the overall volatility of their portfolios. In response to these ... [read more]

New Platform Lets Individuals Invest in Private Real Estate Funds

New Platform Lets Individuals Invest in Private Real Estate Funds

The month of March is said to come in like a lion and out like a lamb. CapitalFund Realty, the New York-based curator of real estate funds, kicked off the month with a bang with its launch of the world’s first online platform that lets individuals invest directly in institutional-quality real estate funds. For investors more lion-like, the new ... [read more]

Legg Mason to Combine Alts Manager Permal with EnTrust

Legg Mason to Combine Alts Manager Permal with EnTrust

Mergers and acquisitions (“M&A”) activity within the alternative investments industry was very strong in 2015 and has continued at an unabated pace into the New Year. One of the many recent mergers involved EnTrust Capital and Permal Group, the latter of which is Legg Mason’s hedge-fund platform subsidiary that was purchased by Legg Mason in ... [read more]

Firms Partner to Launch New Alternatives Platform for Advisors

Firms Partner to Launch New Alternatives Platform for Advisors

Dynasty Financial Partners has teamed up with iCapital Network, a financial technology firm that “bridges the gap” between high-net-worth capital and private investment opportunities, to launch Dynasty Select. This new platform, which launched in the first half of January, provides turn-key processing and administrative solutions for Registered ... [read more]

Opus Bank Moves Into Self-Directed IRA Business with PENSCO Acquisition

Opus Bank Announces PENSCO Acquisition

Low interest rates and the belief that they were about to rise helped spur mergers and acquisitions (“M&A”) in 2015, surpassing the previous annual record set in 2007. But even after the Fed finally hiked in December, M&A has continued, as interest rates around the world remain low or even negative, which aids in the financing of ... [read more]

Invesco Goes Robo With Jemstep Acquisition

Invesco Goes Robo With Jemstep Acquisition

When Jemstep launched in 2008, it was one of the very first platforms designed exclusively to help advisors give professional advice to their clients online. Roughly eight years later, “robo-advisors” are all the rage and online investment advice has largely supplanted doing things the old-fashioned way. In response, startups like Jemstep are being ... [read more]

WisdomTree Makes Early Splash in 2016

WisdomTree Makes Early Splash in 2016

Despite market volatility, 2016 looks to be a big year for WisdomTree. The New Year’s confetti had hardly been cleared when the firm announced it had completed its acquisition of GreenHaven Commodity Funds, the managing owner of the GreenHaven Continuous Commodity Index Fund (GCC) and GreenHaven Coal Services. The news came on January 4, the ... [read more]

Societe Generale Launches ’40 Act Managed Futures Index

Societe Generale Launches 40 Act Managed Futures Index

One of the knocks against managed futures funds is that they’re tough to evaluate. Although their low correlation to traditional benchmarks is a feature, this “benchmark-agnosticism” makes it difficult to know if a fund is performing up to snuff. Stepping up to fill this void is Societe Generale. Earlier this month the firm announced the ... [read more]