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Foundation News & Commentary
Jul/Aug 2005
Murray & Fan |
Protecting National Resources There is a danger that foundations -- a national resource -- may decline and even disappear.   |
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. |
CFO
August 1, 2003
Randy Myers |
Casting for Returns To juice up their sagging portfolios, pension fund managers are seeking alternative investments. |
AFP eWire
April 20, 2010 |
2009 Saw Record Decline in Foundation Giving The recent economic crisis caused the more than 75,000 grantmaking foundations in the United States to cut their 2009 giving by an estimated 8.4 percent -- by far the largest decline ever tracked by the Foundation Center. |
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. |
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. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Financial Planning
June 1, 2010
Donald B. Trone |
Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital. |
Real Estate Portfolio
Sep/Oct 2002
Jack McAllister |
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. |
BusinessWeek
October 25, 2004
Laura Cohn |
Striking Gold In Commodities Some pension funds have made outsize returns, but how safe is the market? |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. |
Investment Advisor
January 2006
Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. |
Financial Advisor
February 2010
Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. |
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. |
Wall Street & Technology
January 5, 2005
Maria Santos |
The Alternative Fix As financial-services firms face an increasingly competitive market, more and more institutions are offering non-traditional investments like hedge funds, commodities and futures to satisfy the wishes of their investment-savvy clients. |
National Real Estate Investor
April 1, 2006
Jennifer Popovec |
Leaving Their Comfort Zone Enticed by commercial real estate's healthy returns over the past several years, institutional investors continue to plow increasing sums of capital into an assortment of property markets, but with a new international twist. |
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 Advisor
October 2005
David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. |
Financial Planning
January 1, 2005
Donald Jay Korn |
Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics. |
Real Estate Portfolio
Sep/Oct 2002 |
Following the Money With a good deal of money arriving in the pension fund and public real estate arena, a panel at the 2002 NAREIT Institutional Investor Forum explored where the money is coming from and if this infusion will continue. |
On Wall Street
April 1, 2012
Michelle Lodge |
Five Questions With King McGlaughon King McGlaughon of Foundation Source, which provides back-room support for foundations, tells how a financial advisor's knowledge of philanthropy gives him or her an edge. |
Financial Planning
September 1, 2009
Geoff Considine |
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. |
The Motley Fool
July 7, 2005
Selena Maranjian |
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising. |
AFP eWire
June 12, 2012 |
Growth in U.S. Foundation Giving Fails to Keep Pace With Inflation Giving by U.S. foundations showed a modest increase in 2011, totaling an estimated $46.9 billion and up 2.2 percent from the year before. After accounting for inflation, however, contributions by U.S. foundations were down slightly from 2010. |
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. |
Financial Planning
February 1, 2010
Donald B. Trone |
The Practical Fiduciary The steps required to create a fiduciary practice are similar to those of the financial planning process. Here's how to get started. |
Financial Planning
May 1, 2008
Mark Willoughby |
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder. |
On Wall Street
November 1, 2010
Baruch S. Littman |
The Headache-Free Philanthropist For many, the prestige of establishing a private family foundation to dispense charitable gifts to their favorite causes is alluring. They think of it as a dream come true. But is it really? |
Foundation News & Commentary
Nov/Dec 2005
Simone & Venkat |
Planning for Consistency Corporate grantmakers can achieve stability through creating endowments, quasi-endowments and reserves. Here's how. |
On Wall Street
September 1, 2008
J Gibson Watson |
The Sleeping Bear Has Emerged. Now What? The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery. |
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. |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
Investment Advisor
March 2007
Susan L. Hirshman |
Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments. |
Real Estate Portfolio
Nov/Dec 2004 |
Public & Private Real Estate A critical component of REIT investing is understanding the relationship between public and private real estate investments. |
Investment Advisor
March 2006
Kathleen M. McBride |
Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk. |
HBS Working Knowledge
August 23, 2004
Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." |
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? |
Investment Advisor
May 2006
Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: The Search for Portable Returns With the portable approach, the search for top-performing managers as a source of alpha is separate from the desire to get market return on an asset class, the beta. |
Registered Rep.
February 1, 2003
Stuart Chaussee |
Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa. |
Real Estate Portfolio
Jan/Feb 2005 |
2005 Investor Outlook A panel of leading REIT investors offered cautious optimism on the near-term health of the real estate market and little doubt about the long-term value of REIT investing. |
Financial Planning
December 1, 2006
Len Reinhart |
Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans. |
Investment Advisor
April 2010
Robert J. Lindner |
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy. |
Financial Planning
September 1, 2005
Horn & Sturiale |
Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure. |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
Registered Rep.
March 1, 2003
Grove & Prince |
The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that. |
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 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. |
The Motley Fool
August 19, 2009
John Rosevear |
The Boring Old Trick That Makes You Money "Diversification" may make your eyes glaze over, but it's a proven winner. |
Financial Advisor
February 2004
Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
Registered Rep.
April 1, 2006
John Churchill |
Little Bulls Hedge fund managers, small ones at least, say the U.S. economy should have a flat to upbeat year in 2006, according to a survey released in March. |
