In Roth IRAs, which also are allowed to hold alternative assets, withdrawals can also be tax-free.
One portfolio held approximately 55 percent equities, 40 percent fixed income and 5 percent alternative assets.
And insurers face lower returns on investments in alternative assets, such as hedge funds and private equity.
As a rule, it's better to hold certain alternative assets, such as real estate, in taxable, nonretirement accounts.
But money invested in "alternative assets" like private equity (and venture capital) would see expected returns of 14%-16%.
Insurance companies invest in bond markets, stock markets as well as alternative assets like real estate and mortgage-backed securities.
They long since moved into alternative assets such as hedge funds and private equity, and have reaped handsome returns.
The Volcker rule, which puts limits on banks' ability to invest capital in alternative assets, could also help Blackstone.
Not the big corporate pension funds, which have been moving into bonds and alternative assets (like property) in recent years.
Further, the shift into alternative assets on the part of many institutions has added significant asset class, strategy and manager complexity to institutional portfolios.
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Is there any synergy between different sorts of so-called alternative assets?
Another rationale for the move into alternative assets (as hedge funds and private equity are known) is that returns are uncorrelated with those on other assets.
Low rates make it more difficult for pensions to find yield, which potentially creates new asset bubbles by pushing dollars into other assets, including various alternative assets.
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But much of that performance was based on investing in alternative assets, like hedge funds, leveraged buyout funds and other exotic financial instruments that plummeted during the recent financial crisis.
Rowe Price at 20x or Eaton Vance at 18x given the track record of Howard Marks and team, the counter-cyclicality of the business, and secular growth trends in alternative assets.
The fund's target is to have 51% of its portfolio in alternative assets such as private equity, real estate and infrastructure and the rest in public securities, according to CIC officials.
Even if the SWFs do not become as big as some had projected, might they become more gung-ho, gradually moving out of safe investments like American Treasury bonds into riskier equities and alternative assets?
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Investors who buy alternative assets generally do so because they want to diversify their portfolio, think they can find undervalued items or feel a sense of security from investing in something that they can physically touch.
Trends toward increased allocations to alternative assets have created a danger that institutions may actually be spending too little on endowment oversight, rather than too much, since there is a wide dispersion on manager returns, and added resources are required for proper due diligence and oversight of these investments.
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Vincent Molinari is CEO, Gate Technologies, LLC, an electronic transaction platform for global private, restricted, alternative and illiquid assets.
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On average, multi-millionaire investors allocate 25 percent of their investable assets to alternative investments, which also include real estate investment trusts, commercial real estate and collectibles, Spectrem said.
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The decision by the Board of Trustees of the Florida Retirement System to gamble billions more of pension assets in so-called alternative investments is reckless and irresponsible.
The data on what China invests in are sketchy but two things at least are clear: China has a stated desire to diversify away from dollar assets and the euro zone is the natural alternative.
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Are the general partners of alternative investment funds subject to a conflict of interest in valuing partnership assets?
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An alternative to POD accounts: a revocable living trust that keeps almost all your assets outside probate.
And the other alternative reading, that they have 32 times as much capital as they do assets makes no sense at all in a system of fractional reserve banking.
Which alternative is right for you depends on how much income you require, your total assets and many other factors.
Such tardiness lends strength to an alternative reading of the past 15 years: that low prices were as much a result of firms sweating their assets as of competition and ingenuity.
There is no way to confirm that contention, however, until such an alternative capability has been created using nuclear tests to validate the sophisticated models and data derived from these new SSP assets and to establish that the training provided for the next generation of scientists is adequate to assure the safety, security and reliability of the stockpile.
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