BREIT, which was designed for wealthy individual investors, has struggled in recent months and been forced to limit withdrawals.
Not every advisor sees a role for alternative investments like private placements or nontraded REITs. For those who do, making the allocations in reaction to declines in traditional portfolios is a mistake.
After a bullish 2021 for NFTs and cryptocurrencies, the value of these digital assets fell significantly in 2022.
Increasingly, dynamic, high-growth companies are staying private, closing off significant options for workplace retirement savers. But putting a traditional PE fund inside a 401(k) plan would bring more problems than it solves.
The DOJ and CTFC are also bringing charges against the FTX co-founder.
According to a recent CAIS survey, private wealth allocation to new asset classes is set to take off over next two years.
Savvly's new pooled equity index fund has some similarities to a tontine, an investment that pays out at higher amounts as other participants die or withdraw early.