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Wealthmanagement

Private Direct Lending Performance, Q1 2024 Update

INVESTMENT STRATEGIES
 
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Wealth Management Investment Strategies

For more investment coverage check out our Investment Section on WealthManagement.com 

JUNE 25, 2024

Alternative Investments

Private Direct Lending Performance, Q1 2024 Update

Larry Swedroe

While not exactly a free lunch, for some investors, it's been a free stop at the dessert tray.  

FULL ARTICLE

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Alternative Fundraising for Retail Investors on Pace to Top 2023 Volume

Elaine Misonzhnik

Year-to-date through May, fundraising for alternative assets available to the retail channel reached $47.56 billion, according to Robert A. Stanger & Co.

FULL ARTICLE

SPONSORED EBOOK

What You Need to Know About SMAs

Sponsored by Zephyr

Are you customizing your client portfolios enough? The PSN Mid-Year Outlook outlines substantial reasons SMAs are attracting new investors.

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Russell Investments Expands SMA Options

David Bodamer

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.  

FULL ARTICLE

CAIS Cuts Fees, Seeking to ‘Democratize’ Alternative Investments

Sonali Basak

CAIS, which works with more than 34,000 financial advisers, is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.  

FULL ARTICLE

ETFs

ETFs With the Greatest Outflows in the Past Month

Aniket Ullal, CFRA Research

These funds lost the most money over the last 30 days.    

FULL ARTICLE

$570B Mutual Fund Manager Moves into ETF Space

Elaine Misonzhnik

Allspring Global Investments plans to start offering actively managed ETFs.  

FULL ARTICLE

Must Reads

11 Investment Must Reads for This Week

WealthManagement.com Staff

Morningstar broke down what advisors and investors need to know about the recent surge in interval funds. The explosion in private credit has had the unintended effect of reducing the broader financial system’s leverage, according to Investing.com. These are among the investment must reads we found this week for wealth advisors.

FULL ARTICLE

WMTV on Location

Why KKR Is Talking to Wealth

WealthManagement.com Staff

KKR's Doug Krupa details the private equity firm's strategy for working with wealth advisors.

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