Retail Investors

2021 marks the year products aimed at tapping the defined contribution market see the light of day. Increased interest in such vehicles suggests more are soon to come.

The firm's multi-strategy fund is the latest example of managers seeking to expand access to private markets for individual investors.

In June the US Department of Labor gave the green light for the incorporation of private equity into 401(k) plans. Don’t expect a rush of capital just yet.

The pandemic has upended high-net-worth investors in the region’s near- to medium-term appetite for alternative asset classes.

UBS clients will be able to invest a minimum of €20,000 in Partners Group's European Long-Term Investment Fund, which will invest across private equity, real estate and infrastructure.

The ground being laid in the US to welcome retail investors into alternatives is rocky. Where mid-market managers fit is an open question.

Under a 'blue wave' scenario, progressive politicians like Elizabeth Warren would have more power to target aspects of the financial system they have consistently criticised, including private equity.

The private equity industry is at a crossroads as it hopes to maintain a level of secrecy while gaining exposure to millions of retail investors.

The fintech platform wants to break the barriers for HNWIs to access alternatives, says chief executive Lawrence Calcano.

There are several common arguments made against the incorporation of private equity into 401(k) plans. What are they and how are proponents rebuffing them?