Alternative Investments

The impact lower rates are likely to have on private credit funds goes beyond an expected decline in yields.

The two firms are in hot water over sales of Harvest’s “Iron Condor” strategy that resulted in $5 million in excess management fees and commissions.

The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

ETFs continue to gain fund flows at the expense of mutual funds, according to the latest data from Morningstar. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how...

There’s still a level of uncertainty lingering in the industry, causing some investors to remain cautious about jumping in too early.

Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.

The full extent of the benefits to real estate investment of lower rates will also depend on whether the Fed sticks a soft landing.

The SEC’s order pertained to collateralized mortgage obligations held in 20 advisory accounts, including 11 mutual funds.

“Indexing is never going to be the best strategy in the space, and it will hold a lot of dead capital and dead coins. But it’s going to get you the beta,” said Bitwise’s Matt Hougan at Future Proof.

Rate hikes and regulatory scrutiny are the top concerns.