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Registered Rep.
March 5, 2014
Brad Zigler |
The Perils of Market Neutral Funds Market neutral strategies could prove more alluring now that the love affair with beta has waffled, but investors and their advisors need to be aware of potential pitfalls.   |
Registered Rep.
December 23, 2014
Brad Zigler |
The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days. |
Financial Advisor
November 2007
Brad Zigler |
The Long And Short Of It Only time will tell if short-enabled mutual funds live up to the expectations of their creators or are, as some critics contend, a mistake in the making. |
Financial Advisor
July 2012
Brad Zigler |
Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why. |
The Motley Fool
May 4, 2007
Zoe Van Schyndel |
Trade Like a Hedge Fund Although this strategy is often used by hedge funds and applied to equities, you can also build your own 130/30 portfolio using ETFs. |
Registered Rep.
September 20, 2013
Brad Zigler |
Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along. |
Registered Rep.
May 16, 2011
Brad Zigler |
Paying Too Much For Alpha? A "two-and-twenty" arrangement -- two percent annual management fee and 20 percent of new profits -- is commonly charged by the hedgies. Pretty expensive stuff, that alpha. |
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. |
Registered Rep.
August 16, 2010
Brad Zigler |
Commodity Funds or Commodity Exchange-traded Products? The tumult in the equities markets has forced a lot of investors and advisors to consider diversifying their portfolios with alternative asset classes. |
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.
January 23, 2013
Brad Zigler |
"Hedge" Is the Word for 2013 In 2013, the market for alternative investment exchange-traded products seems to revolve around one word. That word is "hedge." Judging by their proportion of regulatory filings and launches last quarter, product sponsors are keen on risk-controlled equity and bond plays. |
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. |
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. |
Financial Advisor
March 2012
Michael J. Reed |
Avoiding Losers This model aims to avoid underperforming stocks rather than picking outperforming ones. |
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. |
Investment Advisor
February 2010
Vaughan Scully |
The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula. |
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. |
Financial Planning
July 1, 2010
Craig L. Israelsen |
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. |
Registered Rep.
December 31, 2012
Brad Zigler |
Eight Novel ETFs Looking to Break Into 2013 These proposed funds run the gamut from simple to complex. All are intriguing. |
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 Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Registered Rep.
April 19, 2011
Brad Zigler |
The Error of ETP Ways Investors and their advisors are often surprised by the disparate results obtained from their exchange-traded note and fund allocations. |
Financial Advisor
September 2011
Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too? |
The Motley Fool
July 28, 2010
Jared Cummans |
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. |
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. |
Registered Rep.
May 19, 2011
Brad Zigler |
Actively Managed ETFs: A Little-Known Niche Market Up until now, active management in the ETF space has been mostly a niche market. That may soon change as the big fund players try to reach alpha-seeking investors and advisors. |
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. |
Registered Rep.
August 16, 2012
Brad Zigler |
Surfing the Yield Curve for Fun and Profit In their quest for alpha, hedge fund managers employ a number of market-neutral arbitrage tactics to exploit valuation differences between fixed income securities or contracts. |
Financial Planning
March 1, 2008
Jane Li |
What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more. |
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. |
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
November 20, 2006
Dan Caplinger |
It's All Greek to Me Finance's unique combination of mathematical and social sciences makes the field a linguistic battleground among academics. As ways to express financial concepts, alpha and beta are relatively simple. |
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. |
Registered Rep.
October 26, 2012
Brad Zigler |
Is It Prime Time for Event Driven ETPs? Portfolios pursuing event-driven (ED) strategies attempt to profit from mergers, restructurings, shareholder buybacks, tender offers, debt exchanges and private security offerings. There are some, but not many, event driven ETFs available. |
Financial Advisor
March 2007
Eric Rasmussen |
Catching Wind With Short Sails Are new strategies from long-short managers more sophisticated, or just riskier? |
Financial Planning
June 1, 2005
Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. |
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
February 1, 2007
David E. Adler |
High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers. |
The Motley Fool
June 7, 2011
Morgan Housel |
Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go. |
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. |
The Motley Fool
July 17, 2009
Dan Caplinger |
Can This Hedge Fund Trick Boost Your Returns? With the latitude both to own stocks as well as sell them short, this fund hopes to build a competitive advantage over more traditional ETFs and usher in a new wave of funds with strategies taken in part from the hedge fund world. |
Investment Advisor
July 2007
Jeff Joseph |
Overlay Uses 101 Separation of alpha and beta appears to be the mantra du jour in portfolio management. Here's how overlays fit in. |
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, 2006
Craig L. Israelsen |
Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds. |
Financial Planning
March 1, 2006
Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
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." |
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 18, 2011
Michael Johnston |
Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general. |
Investment Advisor
November 2005
Jeff Joseph |
Hedgeworld Hedge Fund Focus: The Roles of Alpha and Beta Acknowledging the elusive nature of alpha is critical to hedge fund and absolute return investors, particularly because most think of alpha as the primary (if not the exclusive) source of hedge fund returns. But this may be an erroneous assumption. |
The Motley Fool
December 27, 2010
Eric Dutram |
Round Out Your China Exposure With These 3 ETFs Give these ETFs a try. |
