Showing 1 to 12 of 21 results
Business Development Companies (BDCs): High-Yield Dividend Opportunities and Risks
This article analyzes the potential of Business Development Companies (BDCs) as high-yield dividend investments, examining factors influencing their performance and highlighting specific examples with varying risk profiles.
Business Development Companies (BDCs): High-Yield Dividend Opportunities and Risks
This article analyzes the potential of Business Development Companies (BDCs) as high-yield dividend investments, examining factors influencing their performance and highlighting specific examples with varying risk profiles.
Progress
56% Bias Score
Trump's Executive Order Expands 401(k) Access to Private Assets: Uncertain Returns
President Trump's executive order allows 401(k) plans to invest in private assets like private equity and credit, aiming to democratize access but raising questions about potential return and increased fees.
Trump's Executive Order Expands 401(k) Access to Private Assets: Uncertain Returns
President Trump's executive order allows 401(k) plans to invest in private assets like private equity and credit, aiming to democratize access but raising questions about potential return and increased fees.
Progress
28% Bias Score
Private Market Assets Reach \$22 Trillion Despite Traditional AUM Slowdown
In 2024, private market assets totaled \$22 trillion, with alternative capital sources like separately managed accounts and co-investments driving a 6% growth rate, exceeding the growth in traditional closed-end funds that declined by 1%.
Private Market Assets Reach \$22 Trillion Despite Traditional AUM Slowdown
In 2024, private market assets totaled \$22 trillion, with alternative capital sources like separately managed accounts and co-investments driving a 6% growth rate, exceeding the growth in traditional closed-end funds that declined by 1%.
Progress
40% Bias Score
Trump Executive Order Expands 401(k) Investment Options to Include Alternative Assets
President Trump's executive order allows 401(k)s to invest in alternative assets like private equity and crypto, potentially increasing returns but also risks and complexity, with full implementation taking years.
Trump Executive Order Expands 401(k) Investment Options to Include Alternative Assets
President Trump's executive order allows 401(k)s to invest in alternative assets like private equity and crypto, potentially increasing returns but also risks and complexity, with full implementation taking years.
Progress
28% Bias Score
Private Equity in 401(k)s: Low Adoption, Regulatory Changes, and Systemic Risks
As of November 2024, only 2.4% of 401(k) plans offer private equity investments due to legal concerns, lack of transparency, and illiquidity; however, regulatory changes may increase access, despite risks like potential liquidity crises.
Private Equity in 401(k)s: Low Adoption, Regulatory Changes, and Systemic Risks
As of November 2024, only 2.4% of 401(k) plans offer private equity investments due to legal concerns, lack of transparency, and illiquidity; however, regulatory changes may increase access, despite risks like potential liquidity crises.
Progress
48% Bias Score
Limitations of Traditional Portfolio Diversification Highlighted by 2022 Market Downturn
The 2022 market downturn exposed the limitations of traditional portfolio diversification strategies relying heavily on bonds, prompting experts to advocate for broader diversification including alternative investments like private equity, real estate, and a more active rebalancing approach.
Limitations of Traditional Portfolio Diversification Highlighted by 2022 Market Downturn
The 2022 market downturn exposed the limitations of traditional portfolio diversification strategies relying heavily on bonds, prompting experts to advocate for broader diversification including alternative investments like private equity, real estate, and a more active rebalancing approach.
Progress
40% Bias Score
Trump Administration Expands 401(k) Access to Private Assets: A Critical Analysis of Potential Returns
President Trump's executive order allows 401(k) plans to invest in alternative assets like private equity and credit, sparking debate about whether this will benefit retail investors given the mixed evidence on private market outperformance compared to public markets.
Trump Administration Expands 401(k) Access to Private Assets: A Critical Analysis of Potential Returns
President Trump's executive order allows 401(k) plans to invest in alternative assets like private equity and credit, sparking debate about whether this will benefit retail investors given the mixed evidence on private market outperformance compared to public markets.
Progress
24% Bias Score
Trump Executive Order Expands 401(k) Access to Private Equity
President Trump signed an executive order this month allowing 401(k) plans to include private market investments and cryptocurrencies, prompting the SEC to remove a 15% private investment limit and the DOL to review ERISA fiduciary duties.
Trump Executive Order Expands 401(k) Access to Private Equity
President Trump signed an executive order this month allowing 401(k) plans to include private market investments and cryptocurrencies, prompting the SEC to remove a 15% private investment limit and the DOL to review ERISA fiduciary duties.
Progress
40% Bias Score
Trump Executive Order Expands 401(k) Investment Options, Raising Risk Concerns
President Trump's executive order allows Americans to invest retirement savings in private equity, cryptocurrency, and real estate, potentially increasing investment choices but also raising concerns about higher risks and lack of transparency for average investors.
Trump Executive Order Expands 401(k) Investment Options, Raising Risk Concerns
President Trump's executive order allows Americans to invest retirement savings in private equity, cryptocurrency, and real estate, potentially increasing investment choices but also raising concerns about higher risks and lack of transparency for average investors.
Progress
44% Bias Score
DBS CIO's Barbell Strategy Outperforms Market, Delivers Top 5% Returns
DBS's private banking CIO's Barbell Strategy, launched in 2019, outperformed 95% of its peers by year-end 2024 with ~14% returns, utilizing a contrarian approach focused on long-term growth and combining high-growth equities with stable income-generating assets and alternative investments, including...
DBS CIO's Barbell Strategy Outperforms Market, Delivers Top 5% Returns
DBS's private banking CIO's Barbell Strategy, launched in 2019, outperformed 95% of its peers by year-end 2024 with ~14% returns, utilizing a contrarian approach focused on long-term growth and combining high-growth equities with stable income-generating assets and alternative investments, including...
Progress
52% Bias Score
OSC Launches Project to Increase Retail Access to Private Market Funds
The Ontario Securities Commission (OSC) is launching LaunchPad, a project to increase retail investor access to private market investment funds, addressing concerns about transparency and investor protection by implementing bespoke controls for each fund, while investor advocates remain cautious.
OSC Launches Project to Increase Retail Access to Private Market Funds
The Ontario Securities Commission (OSC) is launching LaunchPad, a project to increase retail investor access to private market investment funds, addressing concerns about transparency and investor protection by implementing bespoke controls for each fund, while investor advocates remain cautious.
Progress
36% Bias Score
Large Endowment Funds Underperform Benchmark, Alternative Investments Lag
Chartered financial analyst Richard Ennis's study shows that large US college endowment funds underperformed their benchmark index by an annualized 2.4% yearly from 2009 to 2024; higher exposure to alternative investments correlated with worse returns due to high management fees.
Large Endowment Funds Underperform Benchmark, Alternative Investments Lag
Chartered financial analyst Richard Ennis's study shows that large US college endowment funds underperformed their benchmark index by an annualized 2.4% yearly from 2009 to 2024; higher exposure to alternative investments correlated with worse returns due to high management fees.
Progress
48% Bias Score
Showing 1 to 12 of 21 results