Insight Articles

As the impact of the fiduciary rule, fee compression, and numerous class action lawsuits by employees against plan sponsors factor into decision-making by plan consultants and sponsors alike, a “what’s old is new” product has re-emerged as the go-to vehicle: collective investment trusts.

The investment required to comply with the new SEC Modernization and DOL Fiduciary Rules, the Form ADV Part 1 Amendments, and to continue to maintain a robust Cyber-Security program will be substantial.

The mutual fund business is booming. In fact, according to the ICI, at the end of 2016 mutual fund assets increased nearly $700 billion, ending with $16.3 trillion in net assets.

Alternative mutual funds, or liquid alternatives as they’ve have come to be known as, are no longer an investment afterthought.

It seems like everyone is talking about liquid alternatives. If you read the news or listen to industry pundits, you can’t help but hear about their momentum.

While the mutual fund asset pool continues to grow, fund managers are also seeing increases in money put into Separately Managed Accounts.