Investment Opportunities - The stock market has reached new highs in 2025, but the CBOE Volatility Index (VIX) has more than tripled at times this year, indicating potential volatility [1] - Private equity real estate typically targets returns of 14% to 20%, but has historically been accessible mainly to accredited investors due to regulatory challenges [3] - Co-investing clubs now allow members to invest in private equity real estate with minimums as low as $5,000, providing benefits like cash flow and tax advantages without the burdens of direct property management [4] Real Estate Investment Strategies - Direct property investments, such as rental properties, target returns of 8% to 12%, appealing to investors willing to manage properties themselves [5] - Successful real estate investments require careful selection of properties that maintain cash flow even during economic downturns, as demonstrated by past performance during crises [6] - Private debt investments, secured by real estate, target returns of 6% to 10%, offering monthly payments and stability compared to stock investments [6][7] Energy Sector Investments - Investing in oil and gas production can yield targeted returns of 10% to 20%, with opportunities to buy fractional ownership in oil wells [8] - These investments typically provide high initial payouts that taper off over time, with reputable investment groups available for participation [9]

Welcome to ETF Edge, your go-to place for all things exchange traded funds. I'm your host, Dominic Chu. Now, alternative investing has seen explosive, and I mean explosive interest in recent years with ETF offerings to match.But now that the Fed has tipped its hat to when it comes to rate path and everything else, the role of those alt type investments might actually be changing a bit. Joining me now for this conversation is Paisley Nardini, the managing director and portfolio manager at Simplify, along wit ...

Core Insights - Robert Kiyosaki supports President Trump's executive order aimed at democratizing access to alternative investments for 401k investors [1][2] - Kiyosaki criticizes mutual funds and ETFs, advocating for alternative investments like real estate, private equity, crypto, and precious metals under 401k [2][3] - The executive order is expected to enhance financial literacy and encourage investors to be more informed about their investment choices [3] Group 1 - Kiyosaki believes the executive order will open opportunities for "smarter" investors to diversify their portfolios with alternative investments [2][3] - He emphasizes the importance of understanding these investments, suggesting that those unwilling to learn should stick to traditional options [3] - Kiyosaki expresses satisfaction that the order treats investors maturely and positively impacts the value of his investments in gold, silver, and Bitcoin [4]

PGIM announced a tie-up with Partners Group to offer alternative investments to individual and institutional clients, the latest in a series of alliances between private equity firms and large asset managers https://t.co/yhKNZaKmFD ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. A Breakdown of Target-Date Fund Strategies in 2025 “In the past decade, target-date collective investment trusts have been steadily gaining market share over their mutual fund counterparts. They also became the most-used vehicle in mid-2024, accounting for 52% of assets at the end of the year.” (Morningstar) How ETF Issuers Are Attracting ‘Kid-in-a-Candy-Store Money’ “Although the vast majority of ...

Group 1 - Goldman Sachs and T. Rowe Price plan to offer new alternative investments for retirement accounts by the end of the year [1][3] - The initiative follows an executive order by President Trump that expands access to alternative investments in 401(k) accounts, potentially impacting $9 trillion in assets [2] - Goldman Sachs will acquire a stake of up to $1 billion in T. Rowe Price, which manages $1.6 trillion, with around $1 trillion related to retirement [3] Group 2 - New products will include funds with targeted retirement dates, featuring a mix of alternative assets and public investments, with a decreasing proportion of alternatives as retirement approaches [4] - Wealthy clients will have access to exclusive alternative portfolios that combine private credit and equity, with plans to broaden distribution [5] - Analysts highlight risks such as liquidity and pricing transparency, but new structures may offer improved liquidity and daily pricing [6] Group 3 - Long-term projections suggest that alternative investments in retirement accounts could reach 10% to 20% of total allocations [7] - Initial discussions for the partnership began a year ago, focusing on market convergence and the growth of private assets [8]

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. New York City-based alternative investments platform Arch has raised $52 million in a Series B funding. Venture capital firm Oak HC/FT, which is a new investor in the platform, led the round. It also included Menlo Ventures, Craft Ventures, Quiet Capital and others. The funding will support Arch’s ongoing expansion and development, with a focus on meeting the needs of institutional investors, pri ...

Core Insights - iCapital has made a strategic investment in Tangible Markets to enhance access to alternative investments and address liquidity issues in the sector [1][3] - The partnership aims to develop scalable liquidity solutions for wealth managers, asset managers, and institutional investors, integrating Tangible's solutions into the iCapital platform by the end of 2025 [2] Company Developments - iCapital's CEO emphasized the importance of liquidity in alternative investments, stating that the partnership will redefine institutional-grade liquidity solutions and provide clients with greater transparency and flexibility [3] - The collaboration will result in a suite of liquidity options for alternative investment funds, connecting a large buyer-seller network and improving price discovery [3][4] Market Impact - The liquidity mechanism will support various strategies, including private equity, private credit, real assets, and hedge funds, allowing advisers and eligible investors to participate in regular auctions [4] - iCapital's platform will enhance the management of alternative investments by providing sellers with curated auctions and real-time pricing data, while buyers will benefit from easier access to high-quality alternatives [5]

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Baird, a Milwaukee-based privately-held financial services firm, has taken a minority equity stake in Montreal-based alternative asset manager Sagard. As part of the deal, Baird will look to distribute Sagard’s products in its U.S. private wealth business. Financial terms of the deal were not disclosed. “This partnership with Baird is a pivotal step in our strategy to enter the U.S. wealth chann ...

CWAN Investor Day September 3, 2025 NYSE, NYC Safe Harbor This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on our management's beliefs and assumptions and on information currently available to our management. Forward-looking statements include the following factors in reference to Clearwater (including its recently completed acquisitions), our possible o ...