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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
December 1, 2010
Suzanne McGee |
Other Alternatives Advisors will need to devote more time to scrutinizing the ever-growing number of new products. And with each debut, they'll have to go back to the drawing board and decide whether the product makes the grade. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Financial Advisor
April 2010
Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence. |
Investment Advisor
September 2007
Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds. |
Financial Advisor
July 2010
Jeff Schlegel |
Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility. |
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.
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. |
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. |
Registered Rep.
April 6, 2011
Diana Britton |
Do-It-Yourself Advisors Launch Alternative Funds As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand. |
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
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 Advisor
May 2011
Jeff Schlegel |
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. |
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. |
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. |
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
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? |
On Wall Street
May 1, 2011
Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
Investment Advisor
January 1, 2011
Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? |
The Motley Fool
August 4, 2010
Dan Caplinger |
Investments You Can't Retire Without Asset allocation isn't just about stocks, bonds, and cash. There are other avenues to wealth in the financial markets. |
Investment Advisor
January 1, 2011
Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. |
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 Advisor
July 2012
Karen DeMasters |
A Horse Of A Different Color A new study shows advisors like alternative assets because their returns aren't correlated with those of other investments. |
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, 2009
Suzanne McGee |
The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients? |
Financial Planning
September 1, 2007
Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
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 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
Susan L. Hirshman |
Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments. |
Financial Advisor
September 2010
Paul R. Sanford |
You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash. |
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. |
Financial Planning
August 1, 2012
Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it. |
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. |
On Wall Street
October 1, 2013
Dave Lindorff |
Rise of the Really Alts Ultrahigh net worth investors are on the hunt for non-correlated asset classes and better returns. To find it, these advisors are pushing the alternative investment envelope. |
Financial Advisor
April 2006
Matt Hougan |
Rolling With Commodities Commodities can play an important role in a portfolio, and the much-anticipated Deutsche Bank commodities ETF can be a good vehicle to add them. But with oil deeply in contango, and expenses still on the high side, a shade of extra care is needed. |
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
August 2009
Jeff Schlegel |
Seeking Alternatives Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios. |
Financial Advisor
July 2011 |
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios. |
Financial Planning
September 1, 2008
Marion Asnes |
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy. |
Financial Advisor
May 2004
Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
Registered Rep.
July 26, 2012
Brad Zigler |
Managed Futures: Easier To Get, But Harder To Love Obama okays advertising by hedge funds and CTAs. What effect will this have on the investment vehicles? |
Registered Rep.
August 30, 2013
Bob Rice |
The Alternative Answer The most exciting, and rapidly developing, branch of liquid alternatives is the "smart beta" category, which provides easy, low-cost access to traditional hedge fund strategies. |
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. |
Financial Advisor
August 2005
Sydney LeBlanc |
ETFs and SMAs: Side By Side Now, separately managed accounts can mean anything, from an entire basket of different separate account managers to an account also holding mutual funds, cash, and exchange-traded funds, or ETFs. Of these companion investment vehicles, ETFs are proving to be one of the most popular. |
Registered Rep.
December 2, 2010
Diana Britton |
Asset Managers Push Out New Alternatives For Retail To satisfy demand, asset managers have been busy rolling out new alternative products specifically designed for non-accredited investors. |
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. |
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 Advisor
February 2004
Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
Financial Advisor
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
Investment Advisor
June 2010
Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. |
