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Wall Street & Technology February 4, 2005 Maria Santos |
Alternative Investment Tools As hedge funds gain wider acceptance in the wealth-management space, investment advisers struggle to determine how they fit into their clients' portfolios. |
Registered Rep. November 1, 2002 Dave Tsujimoto |
In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds. |
Financial Planning December 1, 2005 Donald Jay Korn |
Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities. |
BusinessWeek November 25, 2009 Amy Feldman |
'Hedge Funds' for Everyone The market meltdown highlighted the risk of investing in only stocks and bonds. A new wave of funds make it easier for average investors to diversify. |
BusinessWeek September 13, 2004 Anne Tergesen |
Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify. |
Financial Planning July 1, 2005 Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
On Wall Street October 1, 2010 Neil O'Hara |
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds. |
Investment Advisor September 2005 Clair & Joseph |
Hedgeworld Hedge Fund Focus: Hedge Fund Indexes Grow up Mirroring the growth of the hedge fund industry, hedge fund indexing has taken off in recent years, driven by investor demand for transparent benchmarks and the index providers' recognition that trusted indexes can, if carefully constructed and marketed, attract their own assets. |
Investment Advisor September 2007 Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds. |
Registered Rep. September 30, 2011 Diana Britton |
When Investing in Hedge Funds, Don't Aim For Home Runs Hedge funds and other alternative strategies can provide a reasonable rate of return and lower or negative correlations to stocks and bonds, but they can also carry greater risk. |
Investment Advisor April 2007 Jeff Joseph |
High-End Investors Don't Fear Hedge Fund Blow-ups The large losses of the Amaranth Advisors hedge fund last September and other similar highly-publicized failures are unlikely to deter hedge fund investing by those rich individuals who manage their own portfolios, judging from a survey of the participants in a high-end investors' club. |
Financial Planning February 1, 2005 Kristen French |
Hedge Funds' Surprising Appeal Independent broker-dealers are adding them at a time when the funds' returns are declining. |
Registered Rep. March 1, 2003 David Geracioti |
In Praise of Gains, Any Gains Hedge funds are not the daredevil investment vehicle that they're made out to be. In fact, they might very well be an essential component of a bear market portfolio. |
Registered Rep. February 20, 2006 Kevin Burke |
MFS Chairman Blasts Hedge Funds at NICSA Confab The chairman of fund complex MFS Investment Management is calling for the formation of a task force to overhaul performance reporting for hedge funds. |
Investment Advisor April 2007 Michael S. Fischer |
Behind the Curtain RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue this trend. However, not all advisors, much less their clients, are comfortable with alternatives. |
Financial Advisor February 2004 Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
Real Estate Portfolio May/Jun 2007 Dees Stribling |
The Dawning of Derivatives REIT and real estate derivatives are introduced as a new financial tool in the real estate world. |
Financial Advisor July 2007 Sharon Weinberg |
MFOs And Alternatives Soup Multiple disciplines and multiple products converge in the making of independent-minded financial planners and their clients. |
Financial Planning October 1, 2005 David Twibell |
Background Check With interest in alternative investments on the rise, many advisers are looking for new ways to evaluate which, if any, make sense for their clients. |
Financial Planning July 1, 2006 Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. |
Wall Street & Technology January 5, 2004 Jim Middlemiss |
Bringing Risk Into the Mix Legg Mason is among a handful of firms revamping their wealth-management platforms to include risk management. |
Financial Planning February 1, 2006 Joan Warner |
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model. |
Financial Advisor May 2004 Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
Financial Planning December 1, 2008 Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
Financial Planning November 1, 2005 Marion Asnes |
Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work. |
Registered Rep. March 1, 2005 Neil O'Hara |
Dearth of Easy Pickings? Now that retail investors are able to partake of hedge funds in unprecedented numbers, some are calling hedge investing a bubble about to be popped... Largest SEC Registered Funds of Funds... Hedge Fund Index Performance... |
Financial Advisor January 2006 Sydney LeBlanc |
Embracing The F Word US Fiduciary offers a business model that is attracting ultra-high-end advisors who want to be fiduciaries. |
Wall Street & Technology August 27, 2004 Fran Denmark |
United, We Stand A consolidated view of clients' holdings may be the Holy Grail of investment management, but is Wall Street ready? |
Investment Advisor March 2006 Jeff Joseph |
Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade. |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Foundation News & Commentary Jan/Feb 2005 Heather Peeler |
Russell Investment Group Here's a spotlight on this financial group that provides products and services to foundations. |
Finance & Development June 1, 2006 Angel Ubide |
Demystifying Hedge Funds In an effort to soothe worries about transparency and supervision, public authorities are trying to develop new approaches to meet the public's need for financial system stability and investor protection while enabling investors to enjoy the benefits that hedge funds bring to financial markets. |
Investment Advisor March 2007 Susan L. Hirshman |
Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments. |
Investment Advisor November 2007 J. Joseph & J. Bunge |
Hedge Funds Recover Quicker A report from Credit Suisse Index Co. shows that after market-shaking events, such as the recent subprime turmoil, hedge funds remain less volatile and better able to perform than other asset classes. |
Financial Planning March 1, 2005 |
Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly. |
Investment Advisor June 2010 Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. |
Investment Advisor January 1, 2011 Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? |
Financial Advisor May 2006 Louis Stanasolovich |
Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market. |
Registered Rep. January 8, 2010 Halah Touryalai |
A Hedge Fund Resurgence There is legislation in Congress that would require hedge funds to make greater disclosures about the details of their operations. The increased regulation coupled with a recent uptick in hedge fund performance will likely entice some advisors to put their clients back into hedge funds. |
Financial Advisor April 2008 Eric L. Reiner |
Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year. |
Financial Advisor September 2010 Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
Financial Planning June 1, 2009 Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
BusinessWeek October 25, 2004 Laura Cohn |
Striking Gold In Commodities Some pension funds have made outsize returns, but how safe is the market? |
Investment Advisor September 2009 James J. Green |
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. |
BusinessWeek May 14, 2009 Aaron Pressman |
Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss. |
Registered Rep. September 26, 2011 Andrew J. Haigney |
Opinion: Asset-Based Fees Destroy Value The future lies in adopting an hourly rate structure for investment advice, combined with the use of low cost index funds. |
Financial Advisor May 2009 David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
Financial Planning September 1, 2005 Bryce Sanders |
The Disgruntled Client How financial planners can know if they're about to lose a valued client relationship -- and what to do about it. |
Knowledge@Wharton February 26, 2003 |
The Perils of Hedge Fund Regulation Hedge fund products are increasingly available to a broader audience than previously had access to this asset class. A barrage of news reports focused on hedge fund fraud and blowups raises the idea that regulation might provide a useful fix. So should hedge funds be regulated? No. |