archiveAlternative Investments

Fund flows - meaning sales of products - in March were “surprisingly resilient.” As a variety of large brokerage firms, including LPL Financial, Charles Schwab & Edward Jones, revamp this year to give financial advisors easier access to sales of alternative investments, investment managers reported that March sales of these products were booming. Money managers such as KKR & Co. Inc. and Blackstone Inc. have long targeted sophisticated institutional investors to sell high risk, high reward investments, from hedge funds to private real estate and credit deals. Over the past...

If financial advisors ask clients the rate of return for their rental real estate investment property, they should expect to hear a number at least 5 percentage points higher than the actual one, according to the founder of The Real Estate Whisperer Financial Planning.That's because of calculations based on "optimistic assumptions, untracked costs and the absence of formal benchmarking" among many owners, said Rich Arzaga, founder of the Monument, Colorado-based firm, in a presentation at this week's Financial Planning Association Retreat in Oak Brook, Illinois."It's where ownership bias meets the...

Kevin Gannon, CEO, Robert A. Stanger & Co. “There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said. Add Edward Jones, the closely held private partnership with more than 20,000 financial advisors and $2.2 trillion in client assets, to the roll call of firms expanding or revamping its list of higher-risk alternative investments for its financial advisors to sell.  “Firms are doing this,” said Kevin Gannon, chair and CEO of Robert A. Stanger &...

Woodbridge, New Jersey USA - February 18, 2014: A pile of vintage baseball cards from the 1970s New ... More York Yankeesgetty In the evolving landscape of wealth management, family offices are increasingly looking to diversify their portfolios by making direct investments into alternative assets where before they were more likely to invest as a limited partner of a fund. For decades ultra-high-net-wortth individuals have been making direct purchases of art and collectibles. Now family offices are increasingly viewing those purchases as an alternative investment to be included in the...

Given the current inflation rate investors are looking for ways to beat inflation, the traditional 60/40 stock-bond portfolio may no longer provide the same level of growth or yield as it did in scenarios with lower inflation. So there is a need to think outside the box and find new investment ideas to help deal with inflation and grow the capital. Real Estate And Infrastructure To Beat Inflation Real Estate Investment, via REITs, DST’s and Reg D offerings:  Real estate often acts as a natural hedge against inflation. Investing in...

India is set to receive over $600 billion in private equity and venture capital (PE/VC) investments in the next three years. Experts believe this capital will fuel the startup ecosystem and accelerate economic growth.The alternative assets market, currently valued at $400 billion, is expected to expand significantly, experts say. This investment represents 13% of the estimated $4.7 trillion required to achieve a $5 trillion economy by FY2027. The funds will come from multiple sources, including government investments, corporate debt, and initial public offerings (IPOs). As investor interest in Indian startups...