LATEST UPDATES
Ramped up alts right-sizing follows key regulatory moves
In the nine months since the U.S. Labor Department announced that private equity would be an option within 401(k) plans, platform providers, communicators and investors
Proteus platform builds out model alts portfolios
Teaming up with Callan, Indianapolis-based investment platform Proteus has developed what they believe to be the first set of investible model portfolios and asset class
Schwab Launches 2 Custom-Built Variable Annuities: Portfolio Products
Charles Schwab has introduced two new, low-cost variable annuities: The Schwab Genesis Variable Annuity, offered directly to Schwab clients, and the Schwab Genesis Advisory Variable Annuity, available
Model portfolios and sub-asset class pools added to Proteus alternative investments platform
Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family
Proteus New model portfolios and sub-asset class pools provide access to hedge fund investments
Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family
Proteus adds model portfolios and sub-asset class pools to alternative investments platform
Wealth managers can use the models and pools to simplify the creation and management of diversified alternative investment portfolios. Proteus and its research partner Callan