Sunday, 29 March 2015
Last updated 1 day ago
Dec 11 2013 | 12:12pm ET
ClearVest, the alternative investment platform launched earlier this year by Clearbrook Global Advisors, HedgeACT and The Alpha Cooperative, is officially open for business.
The platform houses 30 investment funds—among them Treesdale Partners, Hudson Bay Capital Management and Winton Capital Management—and is geared toward wealth advisors, qualified investors and institutions.
Investors can use the platform's proprietary web-based tools to assess managers, upload existing portfolios, perform comparative analysis on hypothetical portfolios and reallocate portfolios and funds. They can also use an automated subscription process to make platform investments.
Platform infrastructure includes daily position reconciliation, daily risk monitoring and reporting, performance analytics, NAV calculation and complete investor reporting.
"As it becomes more apparent that alternatives have an important role to play in the portfolios of all investors, ClearVest meets the marketplace demand for an accessible solution at access points that are very reasonable for investors. Our platform allows advisors and investors to review managers they would not otherwise be able to access, at lower minimums," said Michael Griffin, CEO of ClearVest, in a statement.
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…