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Investment Advisor September 2007 Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds.  |
Financial Planning October 1, 2005 David Twibell |
Background Check With interest in alternative investments on the rise, many advisers are looking for new ways to evaluate which, if any, make sense for their clients.  |
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.  |
Investment Advisor December 2005 Savita Iyer |
Transatlantic Teachers Hedge funds are big news in the U.S., but old news in Europe. What can we learn from Europe's approach to hedge funds?  |
Registered Rep. June 6, 2011 Diana Britton |
The New Due Diligence There's a shift towards more of a focus on operational due diligence, rather than just relying on performance and track records.  |
Investment Advisor June 2010 Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.  |
Financial Advisor November 2005 Bruce W. Fraser |
Hedge Funds Continue To Mushroom While the sector is experiencing growing pains and a high mortality rate, the major challenge hedge funds face today is building capacity to meet growing demand for higher returns from institutions and high-net-worth individuals.  |
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.  |
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 June 2004 Sydney LeBlanc |
SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business.  |
Financial Advisor May 2004 Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.  |
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 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 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, 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 9, 2011 Nate Wendler |
AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research.  |
Financial Advisor September 2006 Cohen & Overgard |
Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds.  |
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 February 2004 Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns.  |
BusinessWeek November 21, 2005 Anne Tergesen |
Hedge Fund Sleuths For sizable fees, hedge fund sleuths put secretive investment partnerships under a microscope.  |
Financial Advisor March 2005 Cohen & Overgard |
So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor.  |
Investment Advisor August 2009 Jeff Joseph |
Venture Populist: Positive Asymmetrical Outcomes A seemingly larger pool of advisors cling desperately to their discredited diversification dogmas and polished pie charts in the hope that investors may have not noticed the failure of their advisors' mantras and models.  |
Financial Planning June 1, 2007 Steve Savage |
Consider the Alternatives Think twice before pitching hedge funds and private equity to your financial advisory clients.  |
Registered Rep. November 1, 2005 John Churchill |
I Want To Be Like Julian (Robertson) Retail financial advisors turned hedge fund titans aren't well represented in the hedge fund business. There are some notable exceptions, like fund manager Julian Robertson, the founder of Tiger Management, one of the best-known hedge fund complexes ever.  |
Financial Advisor July 2010 Jeff Schlegel |
Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility.  |
Investment Advisor January 2007 Jeff Joseph |
An Advisor Source for Alternatives Although hedge funds have historically been (and continue to be) the domain of the high-net-worth and ultra-HNW investor, the investment advisors that aspire to counsel this demographic have been slow to embrace these strategies in their own practices and portfolios.  |
Financial Advisor May 2011 Jeff Schlegel |
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.  |
Financial Advisor May 2010 Andrew Gluck |
Private Equity Pitfalls Few advisors possess the resources required to research these deals.  |
The Motley Fool June 2, 2006 John Finneran |
Hedge Fund Wizards Money managers cast spells over the market -- and reap huge rewards. Hedge funds operate in a haze. Penetrating how they earn returns and take risks is tough, but is a good exercise for investors.  |
Wall Street & Technology February 4, 2005 Maria Santos |
Bringing in Business Attracting hedge funds as customers is a priority this year for the majority of sell-side firms. As hedge funds approach $1 trillion in assets, these non-traditional investment vehicles have become the latest buy-side heavyweight.  |
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 July 2006 |
The Golden Age of Growth As the RIA profession continues to grow and mature, it will be interesting to see if it retains its heterogeneous, inclusive character or evolves into a more homogenous business, as so many industries do over time.  |
Finance & Development June 1, 2006 Angel Ubide |
Demystifying Hedge Funds In an effort to soothe worries about transparency and supervision, public authorities are trying to develop new approaches to meet the public's need for financial system stability and investor protection while enabling investors to enjoy the benefits that hedge funds bring to financial markets.  |
BusinessWeek January 29, 2007 |
A Fast New Financial Game Called Energy There is a growing role of hedge funds and other financial players in the energy sector. Energy consultant Peter C. Fusaro talks about how the trend is contributing to price fluctuations and where it's going next.  |
Wall Street & Technology March 19, 2007 Paul Allen |
Many Firms Lack the Processing Infrastructure to Support Growth in Alternative Investments On Wall Street, the great demand for sources of alpha have fueled innovation in instrument development and front-office trading strategies, but automation challenges and data management problems must be addressed.  |
Financial Advisor November 2003 Alan Lavine |
Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company?  |
Investment Advisor November 2007 J. Joseph & J. Bunge |
Hedge Funds Recover Quicker A report from Credit Suisse Index Co. shows that after market-shaking events, such as the recent subprime turmoil, hedge funds remain less volatile and better able to perform than other 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?  |
On Wall Street November 1, 2008 Gwen Moran |
Hedge Fund Havoc After a lackluster first half, investors are questioning whether now is a good time to buy low in the hedge fund world or, with the looming threats of a prolonged downturn and tighter regulation, is it time to cut their losses?  |
Wall Street & Technology November 29, 2004 Jim Middlemiss |
CIO Challenge As hedge funds soar, winning their order flow has become more vital than ever. To compete for that business, brokers and other providers need to offer hedge fund managers wider access to markets and trading products, and break down silos to improve integration.  |
Financial Advisor July 2006 Milton Ezrati |
Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return.  |
Wall Street & Technology February 14, 2006 Paul Allen |
Prime Time for Primes Once an esoteric business controlled by three players, the prime brokerage business has become a hotbed of competition as rival banks and brokers have sought to profit from the hedge fund explosion.  |
Financial Planning October 1, 2008 Stacy Schultz |
What's the Alternative? Bank of America Alternative Investment Solutions studies high-net- worth investors' attitudes toward alternative investments.  |
BusinessWeek September 13, 2004 Anne Tergesen |
Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify.  |
Registered Rep. October 19, 2010 Jed Horowitz |
Genworth Wealth Moves Upscale The allure of wealthy investors and their preference for fee-based advisors has permeated the radar of another provider of investment management solutions.  |
Registered Rep. January 8, 2010 Halah Touryalai |
A Hedge Fund Resurgence There is legislation in Congress that would require hedge funds to make greater disclosures about the details of their operations. The increased regulation coupled with a recent uptick in hedge fund performance will likely entice some advisors to put their clients back into hedge funds.  |
Financial Advisor July 2007 Sharon Weinberg |
MFOs And Alternatives Soup Multiple disciplines and multiple products converge in the making of independent-minded financial planners and their clients.  |
Financial Planning September 1, 2011 Temma Ehrenfeld |
The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios.  |
Wall Street & Technology May 15, 2006 Anthony Guerra |
The Best of Both Worlds Consumers often face a difficult decision choosing between two similar items. It's only natural, then, that the manufacturer of each product would try to adopt the best features of the other. Such seems to be the case these days with mutual funds and hedge funds.  |
BusinessWeek May 15, 2006 Anne Tergesen |
Big Risk On Campus Hot portfolios at Harvard and Yale have smaller colleges moving aggressively into hedge funds. They may be putting their endowments in jeopardy.  |