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Investment Advisor August 2009 James J. Green |
Numerology: Turnaround for Hedge Funds Following the worst year ever for hedge fund performance, so far 2009 is shaping up as quite a good one. |
Investment Advisor January 2008 Jeff Joseph |
The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets. |
Financial Planning May 1, 2006 Elizabeth O'Brien |
S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations." |
The Motley Fool March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500. |
Entrepreneur March 2007 Scott Bernard Nelson |
Worth a Look A new twist on an old concept shakes up the index fund universe. With some research and observation, it could work for you. |
The Motley Fool January 14, 2011 Dan Caplinger |
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do. |
The Motley Fool August 22, 2005 |
Learn About Stock Indexes An index is a group of stocks, the performance of which is measured as a whole. As an investor, you've got more choices than just the S&P 500. |
The Motley Fool August 20, 2008 Dan Caplinger |
If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea? |
Investment Advisor February 1, 2011 Vaughan Scully |
Replication Offers ETF Investors Hedge Fund Exposure Seeking to profit from the desire among investors to grab a piece of the hedge fund bonanza, ETF sponsors are now attempting to transfer their success in creating investment vehicles based on index replication to hedge funds. |
InternetNews January 15, 2009 Paul Shread |
Technical Analysis: S&P Hangs On The S&P is the only one of the major stock indexes providing much in the way of hope here. |
The Motley Fool January 19, 2007 Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
Registered Rep. June 10, 2008 Nancy N. DiCostanzo |
The Ultimate Dartboard Contest Warren Buffett makes a $1 million wager putting his money where his mouth is: Specifically, he says the Vanguard S&P 500 index fund can beat 10 hedge funds, net of fees, over 10 years. |
Financial Advisor December 2007 Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
The Motley Fool October 1, 2009 Selena Maranjian |
Cast the Biggest Net for Profits Building a strong portfolio doesn't have to be hard. If you pick wisely, you can do it with just a few index 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. |
The Motley Fool January 27, 2010 Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
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 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 Advisor February 2006 Matt Hougan |
Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note. |
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. |
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. |
Financial Advisor December 2004 Christopher P. Parr |
Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype? |
The Motley Fool June 29, 2010 Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. |
Financial Advisor September 2011 Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
The Motley Fool April 6, 2004 Selena Maranjian |
Learn About Stock Indexes For many people, index investing is the best way to get rich. |
The Motley Fool December 30, 2008 Dan Caplinger |
Can You Beat Index Funds in 2009? Get the right mix in your investments. |
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 May 1, 2006 Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
The Motley Fool January 20, 2006 Doug Short |
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. |
InternetNews January 17, 2008 Paul Shread |
Technical Analysis: It's A Bear's Market The market breaks a 15-month trading range the wrong way. |
The Motley Fool June 24, 2009 Dan Caplinger |
6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes. |
InternetNews May 10, 2005 Paul Shread |
Technical Analysis: Shock Attack The indexes pulled back deeper than we'd like to see, but the S&P and Dow remain well above their recent downtrend lines, a positive. |
The Motley Fool May 21, 2007 Dan Caplinger |
Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings. |
Financial Advisor April 2006 Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. |
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. |
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. |
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. |
InternetNews December 21, 2004 Paul Shread |
Technical Analysis: Outside Day And a new high for the Dow. |
The Motley Fool June 28, 2007 Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. |
The Motley Fool April 23, 2009 Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. |
InternetNews May 2, 2005 Paul Shread |
Technical Analysis: S&P Returns to Resistance The indexes finally put together a winning streak. |
BusinessWeek December 20, 2007 Matthew Goldstein |
Hedge Fund Wannabes Hedge fund replicators mimic the high-risk portfolios at a fraction of the cost - but results are mixed so far. |
The Motley Fool July 6, 2010 Selena Maranjian |
A Fund Designed to Grow Instead of tracking the Dow or the S&P 500, the PowerShares FTSE RAFI US 1000 ETF tracks an index weighted by company fundamentals, which has given better performance historically. |
The Motley Fool September 1, 2004 Selena Maranjian |
Mutual Fund Fakery Is your expensive, managed fund really an index fund in disguise? |
The Motley Fool February 9, 2010 Dan Caplinger |
3 Reasons to Move Beyond Index Funds If you want to take your investing prowess to the next level you'll want to move beyond index funds -- at least with part of your savings. |
The Motley Fool June 30, 2009 Dan Caplinger |
This Move Cost Index Funds Big Money The annual Russell index changes created some fireworks. |
Financial Planning December 1, 2012 Joseph Lisanti |
Index Merger: New Landscape of S&P/Dow Jones to Affect Advisors The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected. |
The Motley Fool June 9, 2009 Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. |
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. |