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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2004
Eric L. Reiner
Past Results Really May Indicate Future Returns Professors successfully apply statistical technique to picking mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2006
Craig L. Israelsen
Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2011
James Picerno
Old Debate, New Look Recent research suggests that alpha isn't so elusive after all. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
October 2010
Maya Ivanova
A Decade of Evolution Advisory practices make gains, but still face challenges mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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'. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
October 2006
Black & Bakker
Life Support A reader survey suggests how asset managers can be true partners with investment advisors. mark for My Articles similar articles
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? mark for My Articles similar articles