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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.  |
Financial Planning September 1, 2006 Craig L. Israelsen |
Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are.  |
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.  |
Financial Planning August 1, 2006 Craig L. Israelsen |
Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?  |
Financial Planning April 1, 2011 Suzanne McGee |
Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find.  |
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. 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.  |
Financial Advisor June 2004 Eric L. Reiner |
Past Results Really May Indicate Future Returns Professors successfully apply statistical technique to picking mutual funds.  |
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 November 1, 2006 Craig L. Israelsen |
Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds.  |
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.  |
Financial Advisor July 2011 James Picerno |
Old Debate, New Look Recent research suggests that alpha isn't so elusive after all.  |
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.  |
Registered Rep. September 22, 2014 Brad Zigler |
Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity?  |
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 July 2011 Joel P. Bruckenstein |
Economic Impact MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance.  |
Investment Advisor January 2008 Mike Patton |
Shining a Light on Software Our intrepid advisor kicks the tires on four applications that pick and monitor clients' investments. Morningstar Principia... Advisor Workstation... etc.  |
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.  |
Investment Advisor September 2005 Mark Tibergien |
Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.  |
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 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 Advisor December 2011 Robert Laura |
Emotional Alpha Advisors can ask themselves five questions to determine the value they add to each client relationship that's beyond investment performance.  |
Investment Advisor October 2010 Maya Ivanova |
A Decade of Evolution Advisory practices make gains, but still face challenges  |
Investment Advisor May 2006 Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: The Search for Portable Returns With the portable approach, the search for top-performing managers as a source of alpha is separate from the desire to get market return on an asset class, the beta.  |
The Motley Fool September 23, 2011 Lipman & Esterhuizen |
5 Undervalued Recession-Proof Stocks Give these companies a try: Arch Capital Group... Meadowbrook Insurance Group... Synopsis... MKS Instruments... Fresh Del Monte Produce...  |
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.  |
Investment Advisor July 2009 James J. Green |
Catching Up With... Jeff Mortimer, chief investment officer of Charles Schwab Investment Management, remains serene, if realistic, in this market environment.  |
The Motley Fool August 13, 2007 Dan Caplinger |
Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad.  |
Investment Advisor October 2005 Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: Portable Alpha Investing Institutions seeking better risk-adjusted returns are increasingly employing a portable alpha approach, in some cases using this method to invest with multistrategy hedge fund managers through funds of funds.  |
Financial Planning July 1, 2008 Scott Schutte |
Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution?  |
Registered Rep. May 3, 2007 Kevin Burke |
Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice.  |
The Motley Fool October 14, 2008 Paul Elliott |
Finally, I May Be a Buyer Motley Fool's founder and an analyst will invest $1 million of the company's real money in a long/short portfolio of stocks, options, and exchange-traded funds to prove that they can combine their community-intelligence data and portfolio-management skills to thump the market.  |
Registered Rep. November 1, 2005 Stan Luxenberg |
Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks.  |
The Motley Fool November 28, 2011 Rebecca Lipman |
Debt Crisis: German Bonds Have Worst Day on Record So, which companies stand to benefit from a declining euro?  |
Financial Planning October 1, 2006 Bob Veres |
Fee Rebuttal This isn't a contest where the lowest fees win. When we talk about compensation, the issue should always be a fair price for whatever service is provided. The most important thing advisors can do is align their interests directly with their clients'.  |
On Wall Street September 1, 2009 Tim Knepp |
Alternative Medicine: Separating Beta from Alpha Retirement portfolios have been subject to significant stress and this, combined with a daunting global economic outlook, has many investors considering alternative strategies in an effort to shore up their traditional investment allocations.  |
Registered Rep. December 1, 2006 Lisa Cohen |
True Innovation or Mere Fashion? The long list of new ETFs launched in 2006 makes one wonder: Will all of these new funds really find a large audience? It all comes down to the financial advisor.  |
Registered Rep. April 3, 2012 Diana Britton |
Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about.  |
Financial Advisor November 2007 Tracey Longo |
Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm.  |
Financial Planning July 1, 2011 Allan S. Roth |
The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time.  |
Financial Planning August 1, 2011 Suzanne McGee |
Hedging the Risk It's hard for most advisors to undertake the level of due diligence required to figure out which hedge fund managers can genuinely add alpha, and which ones are breaking the law.  |
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 May 2012 Karen DeMasters |
Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.  |
Financial Planning October 1, 2010 Donald Jay Korn |
A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious.  |
Financial Planning October 1, 2010 Donald B. Trone |
Last Step: Monitor A closer look at the final step in the investment management process: Monitor. Plus, clues about when it might be time to fire your money manager.  |
Financial Planning September 1, 2008 John Phoenix |
Seeking Tax Alpha Looking for tax alpha is a strategy based on a counterintuitive approach. Yet astute money managers will continue to do so and will post superior returns as a result.  |
Wall Street & Technology May 15, 2006 Larry Tabb |
Strolling With My Alpha How does portable alpha impact the investment management business? This strategy turns portfolio managers into asset allocators. Instead of picking stocks, or companies, they pick inexpensive indices and choose expensive hedge funds.  |
Investment Advisor January 2008 Bob Clark |
Part of the Solution For financial advisors, a fund you run yourself (with help) can solve some thorny issues.  |
Investment Advisor October 2006 Black & Bakker |
Life Support A reader survey suggests how asset managers can be true partners with investment advisors.  |
Registered Rep. August 8, 2013 Diana Britton |
Advisors Pick Winning Funds: Skill or Statistical Noise? A new study says advisors are better at predicting future fund winners, but is it skill or statistical noise?  |