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Financial Advisor September 2006 Cohen & Overgard	Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds.
Financial Advisor March 2012 James Picerno	Building A Better Sharpe Ratio The reward-to-variability ratio (as it was originally labeled) remains a hardy perennial for evaluating money managers and investment strategies.
Financial Advisor March 2005 Cohen & Overgard	So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor.
The Motley Fool December 5, 2006 Dan Caplinger	Stay Sharpe As a way to incorporate risk into your investment analysis, the Sharpe ratio does a good job of going beyond straight performance figures to give you insight into how an investment was successful.
Financial Advisor September 2005 William H. Overgard	The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business.
Registered Rep. January 1, 2003 Jason Van Steenwyk	Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients.
Registered Rep. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
Registered Rep. April 28, 2015 Brad Zigler	Futures Funds Hitting the Fences No surprise that managed futures (the actively managed futures portfolios) top this year's list of hedge fund strategies.
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.
Financial Advisor May 2004 Gene Swanzey	Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.
The Motley Fool August 19, 2008 Dan Caplinger	How Risky Are Your Stocks? To know what the future may bring, you can't just look at past returns.
Financial Advisor July 2006 Milton Ezrati	Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return.
Registered Rep. February 3, 2015 Brad Zigler	Where Is The Hedge? Only one alternative class beat the S&P 500 Index in 2014. Of course, alternatives, or "alts," aren't meant to replace core holdings, only to augment them.
Financial Planning December 1, 2007 Donald Jay Korn	Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money.
Financial Planning August 1, 2006 John Nersesian	The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients.
Registered Rep. February 24, 2015 Brad Zigler	Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy.
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 February 1, 2010 Craig L. Israelsen	It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future?
Registered Rep. August 19, 2014 Brad Zigler	Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products.
Registered Rep. June 15, 2009 Kristen French	Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments.
Financial Advisor November 2003 Alan Lavine	Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company?
Financial Advisor September 2005 Rick Adkins	What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio.
Registered Rep. March 24, 2015 Brad Zigler	Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money.
Financial Planning December 1, 2005 John Nersesian	Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits.
On Wall Street October 1, 2009 Elizabeth Wine	Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk.
Financial Planning August 1, 2005 John Nersesian	The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting.
Investment Advisor August 2005 Jeff Joseph	Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance.
Financial Advisor April 2008 C. & J. Carty	Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha.
Financial Advisor January 2007 Joel Bruckenstein	G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients.
Financial Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
Financial Planning February 1, 2011 Joseph A. Tomlinson	Send in the Clones The introduction of low-cost clone hedge funds, constructed from exchange-traded funds by using quantitative investing techniques, may let Main Street enjoy hedge fund-like results.
Investment Advisor March 2007 Martin de Sa'Pinto	Want Less Risk? Try Hedge Funds Hedge funds endow a portfolio with good protection against anomalous downturns in both equities and bond markets.
Financial Advisor August 2005 Fowler & Rattiner	Averting Disaster A new archetype in financial planning is needed for individual investors.
Financial Advisor February 2004 Evan Simonoff	The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns.
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.
Real Estate Portfolio Sep/Oct 2004 Ilana Polyak	Hedging Their Bets Hedge funds increasingly look to REITs, but should investors look at hedge funds?
Financial Planning September 1, 2006 David A. Twibell	When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns.
Financial Advisor July 2012 Brad Zigler	Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why.
Financial Advisor September 2007 Patrick R. Chitwood	Investment Risk Vs. Volatility: A definition of risk must include an investor's own perception of it.
Financial Advisor August 2005 Leola Ross	Hedge Funds Are Suffering And How They Can Recover Some say hedge funds, which sprang into prominence and popularity in the wake of the 2000 stock market crash, are on the decline. But before we doom the entire hedge-fund industry, we need to examine what has gone awry and assess whether there is hope for the future.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
Registered Rep. February 1, 2006 Brad Zigler	Getting What You Pay For A risk consultant and finance professor has concluded that hedge funds are actually cheaper than has commonly been supposed and that mutual funds are more expensive than most have believed.
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.
The Motley Fool January 23, 2004 Whitney Tilson	Buffettesque Superinvestors The author talks about 12 up-and-coming, mostly unknown investment managers whom he believes will substantially outperform the market over time. They manage money in very different ways, but all are from the intellectual village of Graham-and-Doddsville.
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.
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 February 2007 Ben Warwick	The True Costs of Active Management Think mutual funds are cheaper than hedge funds? Not a chance.
Financial Advisor March 2006 Brad Zigler	What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface.
Registered Rep. February 1, 2005 David A. Twibell	On Neutral Ground Interest in market-neutral strategies exploded during the bear market, and the funds have sustained their popularity through the market's comeback.
Financial Advisor August 2007 Marla Brill	Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format.