Some asset managers—BlackRock among them—are eager to add private-market investments to retirement plan products, such as target-date funds. Morningstar’s senior principal for multi-asset strategy ...

Private equity lets investors buy into non-public firms aiming for profit through strategic improvements. Investors need accreditation due to legal restrictions and high entry costs targeted at ...

In this series on portfolio basics, I’ll explain some of the fundamentals of putting together sound portfolios. I’ll start with some of the most widely used types of investments and walk through what ...

Jeff Bartel is chairman and managing director of Hamptons Group, a private investment and strategic advisory firm headquartered in Miami. Although financial engineering is always a way of making ...

Private equity (PE) firms are particularly interested in rapid value realization from investments in portfolio companies. They “buy to sell,” typically purchasing companies they believe are ...

Michael Bromberg is a finance editor with a decade of experience. He is an expert at elucidating complex financial topics in clear, concise language. Michael received a Bachelor of Arts in literature ...

Investing in private equity real estate (PERE) offers individuals and institutions a way to gain exposure to large-scale property ventures beyond the scope of traditional real estate investing. Unlike ...

Private equity fund accounting is quite complex to other investment vehicles. What separates fund accounting from general accounting is that, while small businesses, for example, make purchases with ...

Exchange-traded funds (ETFs) have taken off in recent years. Investors enjoy being able to diversify their portfolios instantly with a single stock exchange transaction. However, the overwhelming ...

Forbes contributors publish independent expert analyses and insights. Dan Irvine is an investment manager covering market trends. Harvard University’s $53.2 billion endowment, the largest in higher ...

Private equity is a unique, unregistered, nonpublic financial security that is speculative in nature but has the potential to be beneficial to both investors and the businesses that issue it. Some ...

In the past, the private equity world has been largely populated by ultra-rich investors, endowments and pension funds. That may be about to change. Retirement savers with 401(k) accounts are gaining ...