New Dynamic alt fund seeks income amid low rates
The fund aims to provide returns with lower correlations to major equity and bond indexes
- By: Staff
- February 1, 2021 February 1, 2021
- 10:58
The fund aims to provide returns with lower correlations to major equity and bond indexes
Fixed-income investors may want to consider mortgage-backed securities
Strategies can be wildly different, requiring advisor due diligence
Alternative IQ hosted its annual awards for the industry on Tuesday
Belle Kaura will chair the organization for two more years
Funds with a negative correlation to equity markets provided downside protection during the sell-off
Demand for certain commercial space was already decreasing prior to Covid-19
Fund offers exposure to more than 500 real estate assets around the world
Growth in the new sector will depend on higher fees generating investor benefits, a report says
A Richardson GMP report groups the various strategies based on their impact
The alternative investment offers higher yields with the trade-off of lower liquidity
The product offers retail investors exposure to funds usually available only to institutional investors
Uptake among U.S. advisors has been low
The pooled fund focuses on real estate and infrastructure
CIBC Mellon says investors are expecting lower management fees and a greater focus on ESG this year
Investing in toll roads, office space and healthcare
Interest rate risk is no longer a concern
Challenges and opportunities for the new funds
The firm is the latest to make use of regulatory changes to offer alternative strategies
The firm says the three new funds offer diversification and lower correlation to the markets
Decision cites lack of regulation along with custody and liquidity issues
Portfolio manager brings 15 years of experience with alternative strategies
Lower volatility and durable cashflows lead to more stable returns
The firm will also provide fund accounting and shareholder services support
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