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Sep 26, 2025 3:38 PM Eastern Daylight Time Cox Capital Partners Extends Mini-Tender Offer for Shares of FS Specialty Lending Fund to October 31, 2025 Share A copy of the Offer to Purchase, including the full terms and conditions of the tender offer, is attached to this release and available at www.coxcp.com/fssltender PHILADELPHIA--(BUSINESS WIRE)--Cox Capital Partners (the "Company†), together with its purchaser group (the "Purchasers†), today announced an extension of its mini-tender offer to purchase ...

Sure, the stock market has surged to new highs in 2025. But at times this year, the CBOE Volatility Index (VIX) has also more than tripled. Discover More: How To Start Investing With Less Than $1,000 Try This: 5 Cities You Need To Consider If You're Retiring in 2025 If you fear a frothy or volatile stock market looming on the horizon, consider these five alternative investments to build wealth. Private Equity Real Estate Typical targeted returns: 14% to 20% For living memory, private equity real esta ...

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 ...

特朗普行政令对401k投资的影响 - 行政令旨在使401k投资者更容易获得另类投资机会 [1] - 该命令被视为将投资机会民主化 使更广泛投资者群体能够参与 [1] 另类投资策略的转变 - 投资者可考虑将房地产、私募股权和债务、加密货币及贵金属纳入401k税务保护范围内 [2] - 与传统共同基金和ETF形成对比 后者被某些观点视为缺乏吸引力的投资工具 [2] 投资者教育要求 - 成功投资另类资产需要投资者进行深入研究并完成充分准备 [3] - 缺乏研究意愿的投资者可能更适合保持传统共同基金和ETF配置 [3] 市场影响与个人投资组合 - 贵金属（黄金、白银）和比特币等资产可能因该政策获得价值提升 [4] - 政策框架将投资者视为成熟市场参与者 赋予更大自主决策权 [4]

目标日期基金策略 - 目标日期集合投资信托在过去十年中持续获得市场份额 并在2024年中成为最常用工具 占年底资产的52% [1] ETF发行商策略 - 尽管绝大多数投资集中于极低成本产品 但更复杂的基金对发行商仍是值得的策略 因为少数高费用基金贡献了不成比例的收入份额 例如摩根大通和Toroso Investments主导合成收益类别 [2] - YieldMax COIN期权收益策略ETF自2023年8月14日成立至2025年4月30日年化收益达41.9% 期间获得近20亿美元累计净流入 日均资产约5.6亿美元 但投资者实际亏损3550万美元 [3] - 351交易所机制允许投资者将股票转换为ETF份额 仅在出售ETF时需纳税 [4] 财富管理教育平台 - 摩根斯坦利投资管理公司推出两个金融顾问教育平台 旨在扩大顾问对税务管理策略和另类投资的需求 [5] 退休账户监管动态 - 行政命令旨在提供指导而非立法 要求美国证券交易委员会与劳工部协商 探索让401(k)计划参与者更多接触另类资产的方法 [6] 另类投资发展 - 私人市场产品在财富渠道的采用仍处早期 但正越来越普遍成为RIA服务高净值和超高净值客户的资产配置工具 [7] - 另类投资行业在25年内累计资本形成即将突破1万亿美元 预计五年内将翻倍 私人财富投资者推动该里程碑 [9] 资产管理团队协作 - 资产管理公司加强跨团队协作以应对投资咨询领域 因这些公司正扩大在包括财富渠道在内的新市场细分领域的影响力 [8]

By Tatiana Bautzer and Saeed Azhar NEW YORK (Reuters) - Goldman Sachs and asset manager T. Rowe Price, which announced a partnership earlier this month, plan to begin offering new alternative investments for wealthy clients by the end of the year, their executives told Reuters. Alternative investments for retirement accounts will be offered next year, they added. The plan comes after an executive order by President Donald Trump broadened access of 401(k) retirement accounts to alternative investments su ...

融资情况 - 公司完成5200万美元B轮融资 由风险投资公司Oak HC/FT领投 其他投资方包括Menlo Ventures、Craft Ventures和Quiet Capital等 [1] 资金用途 - 融资将用于持续扩张和平台开发 重点满足机构投资者、私人财富团队和家族办公室的需求 [2] 业务模式 - 公司致力于简化和自动化私募市场投资流程 目标实现"一键式"投资体验 [3] - 平台目前自动化整合来自不同门户和邮件的财务文件数据（包括K-1表格和报表） [3] - Arch Pay等功能实现了出资请求自动化处理 [3] 技术优势 - 传统出资流程需要多达5500次点击操作 公司已自动化完成84%的流程 正致力于解决剩余16%的痛点 [4] - 待完善功能包括完整出资请求处理、电汇流程数字化以及大规模管理订阅文件 [5] 业务增长 - 平台管理资产在14个月内从1000亿美元增长至超过2500亿美元 [6] - 全球服务超过450家资产配置机构 包括4家大型私人银行、25家最大会计师事务所中的7家以及机构投资和财富管理公司 [6] 竞争策略 - 采用开放式API架构 允许与其他平台集成 [7] - 正与Envestnet等平台进行集成开发 并与其他平台推进类似合作 [7] - 行业需要稳定的另类投资系统、高质量数据和优质客户体验 公司信奉"最佳生态"理念 [8]

iCapital has taken a step forward in its objective to increase access to alternative investments by announcing a strategic investment in Tangible Markets, a liquidity solution provider for private market positions. The alliance aims to address one of the sector's most chronic issues: a lack of liquidity for alternative fund investors. The companies will work together to develop scalable liquidity solutions for wealth managers, asset managers, and institutional investors, allowing them to unlock value fro ...

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 ...