How institutions invest
When it comes to investing, you sometimes hear the phrase “big money” thrown around. That term loosely refers to institutional investors—large funds managed on behalf of an institution or group of people. These “big money” funds, which include university endowments, pensions, sovereign wealth funds, and so on, often manage enough capital that they have the […]
Hedge funds, explained.
If your only reference point for hedge funds is pop culture, it can be easy to misunderstand what they are and how they work. From Game Stop to George Soros and the Big Short, Hollywood and pop culture love to focus on eye popping stories about isolated funds. Most active hedge funds are less dramatic […]
When (and why) alternative investments make sense
When you hear the word investing, your thoughts may drift to stocks and bonds. But as much as we associate investing with the stock and bond markets, there’s a much broader world of investments out there, expanding beyond traditional assets traded in public markets. In fact, these alternative investments can go a long way toward […]
How financial advisors can help you access alternative investments
More and more investors are seeking access to alternative investments. But alts can be harder to access and understand than more traditional investments.
What’s the deal with private investments?
The stock market—which features publicly-traded companies—is just one way to own shares of a business. Kelly provides an overview of private markets.
What are alternative investments?
Alternative investments can help build diversified portfolios during periods of high volatility, and high correlation, for stocks and bonds. Kelly Milligan explains.
How alternative investments work in a portfolio
Alternative investment can create diversification, but may not be accessible to everyone. Kelly walks through how this works at Quorum.
2023 winners and losers
Each year, we like to take time to reflect on what happened in investing over the past 12 months. This not only helps us discuss your portfolio with you, it also helps set the stage for the year ahead. This year, Quorum Managing Partner Kelly Milligan’s annual recap of 2023 was published by Advisor Perspectives. Among […]
