The responsibility for retirement outcomes has drastically shifted away from institutions and to individuals.
XA Investments’ Knowledge Bank offers new perspectives on alternative investments based upon in-depth research and innovative thinking.
October 1, 2019
David Adler | Senior Advisor to XA Investments on Economics
October 1, 2019
Modern advancements in closed-end fund (CEF) design allow individuals access to a broader set of alternative investment options for retirement portfolios.
November 1, 2019
XAI Octagon Floating Rate & Alternative Income Term Trust Declares Monthly Distribution of $0.073 per Share
XAI Octagon Floating Rate & Alternative Income Term Trust (“XFLT” or the “Trust”) has declared its regular monthly distribution of $0.0730 per share on the Trust’s common shares, payable on December 2, 2019 to common shareholders of record as of November 15, 2019.
WebinarsSee all webinars
July 8, 2019
Kimberly Flynn |
In the U.S. market, the non-listed closed-end fund structures known as interval funds and tender offer funds provide intermittent liquidity while offering a more appropriate wrapper for a large swath of alternative strategies.
XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) is designed to address demand by individual investors for institutional-caliber strategies in an innovative fund structure. The Trust seeks attractive total return with an emphasis on income generation across multiple stages of the credit cycle.
October 9, 2019
XA Investments hosted a panel discussion on the topic of access to private equity at the NYSE on October 8th. Gregory Bresiger shares the key takeaways from the event in his new article, titled “Private Equity A Must For Retirement Portfolios, Panel Argues.”