Wealth Management
Top stories summarized by our editors
2/15/2018

Access to and participation in employer-sponsored retirement programs correspond with greater general retirement planning, according to an analysis by The Pew Charitable Trusts. Forty-one percent of those with workplace plans available said they have tried to estimate how much income they will need in retirement, compared with 16% of workers without access to an employer-sponsored plan, the analysis found.

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PlanAdviser online
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Pew Charitable Trusts
2/15/2018

Some people cash out their 401(k)s when changing jobs, which can trigger early-withdrawal penalties and can hurt retirement preparedness. Approximately 22% of participants in defined-contribution plans change jobs each year, according to the Employee Benefit Research Institute.

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Workforce online
2/15/2018

Paying attention to five issues, including health care needs and inflation, can be helpful for determining a retirement-savings goal.

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Kiplinger online
2/15/2018

AIMA and Preqin research examining Sharpe ratio data found that hedge funds have stronger risk-adjusted returns on a short-term and long-term basis than equities and bonds do, with hedge funds achieving about $250 billion in gains during 2017. "This new research makes an important contribution to the debate about hedge fund performance over the long term since it shows that hedge funds have produced consistent and competitive returns for the last 10 years," said AIMA CEO Jack Inglis.

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AIMA, Jack Inglis, Sharpe
2/15/2018

Deutsche Bank's 2018 Alternative Investment Survey found that hedge fund investors expect returns of 8.2%, holding steady with their expectations in 2017. The survey also found that demand is likely to rise further for event-driven funds, which had inflows of $6.9 billion in the fourth quarter of 2017.

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Deutsche Bank
2/15/2018

Eurekahedge's Hedge Fund Index shows an increase of 2.26% in returns in January, with the CTA/Managed Futures Hedge Funds Index having the strongest gains, at 3.84%. The turbulence that hit markets this month, however, could cause losses for short-volatility strategies.

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FINalternatives
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Eurekahedge
2/15/2018

A report from the UK Financial Conduct Authority says high-frequency traders are applying insufficient protections to curb excessively sharp market movements, and it also says some firms couldn't show their systems have been adequately tested as required by the EU's revised Markets in Financial Instruments Directive. AIMA said it plans to study the report before commenting on it.

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Reuters
2/15/2018

Black Creek Group joined Blackstone in December as the only nontraded real estate investment trusts to join the Morgan Stanley Global Wealth Management Group platform. Retail investors provide an important opportunity for nontraded REITs to grow, said Black Creek President Raj Dhanda, adding that the nontraded REIT space could reach $100 billion in 10 years.

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PERE
2/15/2018

Artivest and Altegris have announced a merger that will result in an alternative investments platform with about $3 billion in assets under management. The combined company will be operate under the Artivest name.

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Altegris
2/15/2018

Strategic Storage Trust IV can now accept subscriptions from Pennsylvania investors after surpassing $50 million in overall subscriptions. The publicly registered nontraded real estate investment trust is offering as much as $1 billion in common stock shares and as much as $95 million in distribution reinvestment plan shares.