Add Alts to Target Date Funds? Policy Report Says Yes

Adding alternative investments to target-date funds within defined contribution plans can improve returns for participants while not making their lives any more complicated.

The Evolution of Target Date Funds: Using Alternatives to Improve Retirement Plan Outcomes

If alternative assets can make such an important difference in retirement income outcomes and are regularly used in other investment programs, such as DB plans, why are they not often seen in TDFs today?

Efficient Flows

This paper deals with another crucial concept in the hedge fund industry: liquidity. Liquidity is crucial for every investor to understand. In a time of ever-increasing disruption, investors need to know when they can access their capital, and under what conditions.

The Psychology of Trading Without the Ego

A surprising amount of poor trading comes from trading our egos, not from actually trading markets.

Move Over Millennials, It’s Gen Z’s Turn to Kill Industries

Malls, print magazines and even football could be in mortal danger. Millennials have been accused of killing so many products and industries—taxis, landlines, snail mail—that it’s become a media trope. But millennials are old news.

Can Alternatives Spruce Up Target-Date Funds?

As new research has found that an allocation to alternatives can benefit target-date products, a debate remains about whether these funds are worth the cost.

Rising volatility and central bank changes mean its time for new strategies, wealth managers say

With the trade war causing market volatility and central banks on a mission to tighten monetary policies, wealth managers are calling for a shift in investing strategies.

Visualizing the Longest Bull Markets of the Modern Era

There have been 11 bull runs since World War II. Visual Capitalist and author Jeff Desjardins take a look at six in detail, including the current upswing which will likely become the longest in recent history.

Napkin Finance

22 sketches make complicated financial concepts simple enough to fit on a napkin.
Sketches illustrate topics like insurance, stocks, debt, student loans, crowdfunding, estate planning, and even bitcoin.