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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 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.
On Wall Street October 1, 2013 Jeff Tjornehoj	Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers.
Financial Planning October 1, 2013 Ilana Polyak	Fund Bracing for Market Shocks Managed futures have lost some of their luster, but AQR makes a compelling case for the category.
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.
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 March 2010 Robert J. Lindner	Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk.
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.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
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.
Financial Planning September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
Financial Advisor December 2009 Alan Lavine	Betting On Currency Some advisors think investors may benefit by adding currency positions; others aren't sure.
Financial Planning December 1, 2009 Donald Jay Korn	Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises.
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.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
Financial Advisor March 2007 Eric Rasmussen	Catching Wind With Short Sails Are new strategies from long-short managers more sophisticated, or just riskier?
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.
Financial Advisor December 2005 Alan Lavine	Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds.
Financial Advisor April 2005 Alan Lavine	Global Bond And Foreign Currency Plays If your financial clients are invested overseas, here are several ways to play the change in currency values.
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 June 2005 Alan Lavine	Market-Neutral Funds For Sideways Markets Inconsistent past performance means advisors must proceed with caution. Unfortunately, the funds with the best longer-term track records are closed to new investors. Nevertheless, their performance is worth noting in case they reopen.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
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 Advisor February 2010 Marla Brill	Taming The Currency Elephant Currency ETFs provide easy access to a huge but ignored asset class.
The Motley Fool October 4, 2011 Dan Caplinger	Watch Out for These Costly Investments High costs can make ETFs look bad.
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.
Registered Rep. June 29, 2015 Brad Zigler	Tough Choices: Alternative Funds In 2015 Once available only to well-heeled investors through privately placed hedge funds, an increasing number of alternative investment strategies can now be found in mutual fund and exchange traded product wrappers.
Registered Rep. December 1, 2015 Brad Zigler	Alternatives For The Future With the coming of the end of the zero-rate environment, investors and advisors must rethink their portfolio strategies, most especially their alternative investment allocations.
Financial Planning December 1, 2011 Ilana Polyak	Gateway to Protection It's still hard to ignore just how fragile the U.S. economy is, with an anemic growth rate and stubbornly high unemployment on top of the hobbled real estate market and troubles in Europe. Yet most fund companies haven't been sitting idly by
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.
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 Planning May 1, 2011 Merk & Osborne	Currency Play If clients take a more tactical, short-term approach to investing and are willing to accept a higher level of volatility, they may prefer ETFs or ETNs. Clients seeking diversification benefits over the medium and long term would likely prefer mutual funds.
Registered Rep. April 25, 2011 Brad Zigler	Managed Futures Mainstreamed Changes in the regulatory scheme have since allowed the creation of lower-cost commodity-based mutual funds and exchange-traded products which can be marketed by Series 7 folk and RIA associates.
Registered Rep. May 1, 2004 Stan Luxenberg	Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar.
Financial Planning September 1, 2012 Craig L. Israelsen	Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?
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 February 2, 2009 Marla Brill	Handle With Care Inverse and leveraged inverse ETFs can help battle a bear market, but you need to watch them carefully.
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?
BusinessWeek April 28, 2011 Sree Vidya Bhaktavatsalam	This Crash Protection Doesn't Pay Despite turmoil, bear market funds are the worst performers.
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 April 2010 Marla Brill	A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.
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.
Registered Rep. July 21, 2014 Brad Zigler	The Case For Currencies Adding currency exposure - at least in the form of a carry trade product -can improve risk-adjusted returns compared to other alternative investments.
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.
The Motley Fool August 2, 2010 Michael Johnston	3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs.
Financial Advisor December 2011 Somnath Basu	The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility.
Financial Advisor July 2011 Virginia Munger Kahn	Natural Selection Are futures or natural resource stocks the best way to get commodity exposure?
Financial Planning August 1, 2012 Craig L. Israelsen	Commodity Confidence Find a commodity fund that adds value to an overall portfolio by virtue of its raw performance as well as by virtue of its low correlation with the other portfolio ingredients.
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?
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.