News

A historical analysis of different size/style portfolios showed that a “mix-and-match” approach produced unexpected risk ...
Homeowners leverage their home equity through various strategies, such as HELOCs or reverse mortgages. A newer option: Shared ...
In the landscape of private equity and entrepreneurship, search funds have emerged as an innovative asset class. Originally ...
Fund-of-funds portfolios can provide exposure to exotic assets and investment strategies, but can come with prohibitive fees ...
Imagine, for example, a private equity fund that paid $1 million ($500,000 each) for two companies. In this case, the fund called and invested the money immediately.
The target IRR translates to a 2.1x MOIC, meaning a $100,000 investment has the potential to more than double over the course of the fund’s expected five-year term. The fund is managed by Nada, an ...
For instance, not a single large-cap equity fund out of 173 schemes was able to beat the average return of the gold mutual fund category, which stood at 12.66% over 3 months and 31.46% over 1 year.
Outflows from UK-focused equity funds slowed for the second month in a row, Calastone said, dropping to £449 million, just over half the average monthly outflow over the past three years.
Currently, the difference in the expense ratio under the Direct Plan and Regular Plan of actively managed equity mutual funds ranges between 0.3% to 2.6%, with an average difference of about 1.2%.
Amy Loyd, CEO of the nonprofit All4Ed and former assistant secretary of the U.S. Department of Education, said President Trump’s termination of the Digital Equity Act will “cut funding for ...
The average money market fund fee is 0.38%, which is sharply higher than the 0.05% average fee on an index equity mutual fund, according to the Investment Company Institute (ICI).
Big private equity investors are taking advantage of a flood of capital from wealthy individuals to cash out their buyout fund holdings at higher prices despite the industry’s years-long downturn.