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Investment Advisor
September 2005
Clair & Joseph
Hedgeworld Hedge Fund Focus: Hedge Fund Indexes Grow up Mirroring the growth of the hedge fund industry, hedge fund indexing has taken off in recent years, driven by investor demand for transparent benchmarks and the index providers' recognition that trusted indexes can, if carefully constructed and marketed, attract their own assets. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 1, 2009
Selena Maranjian
Cast the Biggest Net for Profits Building a strong portfolio doesn't have to be hard. If you pick wisely, you can do it with just a few index funds. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
July 1, 2006
Dan Wheeler
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. mark for My Articles similar articles
The Motley Fool
December 11, 2008
Liz Peek
Copycat Selling Maroons Investors as Hedge Funds Cash In There were more than 8,000 hedge funds operating at the start of 2008. How many will survive? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
July 1, 2005
Donald Jay Korn
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. mark for My Articles similar articles
Registered Rep.
June 1, 2008
John Churchill
Loser Hedgies Flip The Switch In 08 Some of this year's biggest hedge fund winners were last year's worst performers. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2008
Eric Rasmussen
Draining The Swamp 2008 has been said to be the worst year for hedge funds in two decades. 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
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. mark for My Articles similar articles
InternetNews
March 30, 2006
Paul Shread
Google Shows Smarts Google showed this week that it's learning how to play the Wall Street game... Tech stocks posted modest gains... Nokia gained 5% on a bullish forecast... etc. mark for My Articles similar articles
The Motley Fool
August 20, 2009
Rick Aristotle Munarriz
Better Than Google? Only a few S&P 500 stocks have outperformed Google. Take a look at which they are. mark for My Articles similar articles
Financial Planning
December 1, 2005
Marshall Eckblad
Hedge Funds Behind the Curtain New research shows the theoretical underpinning of a potential future line of mutual funds that will offer various hedge fund strategies to average investors. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 14, 2011
Dan Caplinger
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do. mark for My Articles similar articles
Investment Advisor
February 1, 2011
Vaughan Scully
Replication Offers ETF Investors Hedge Fund Exposure Seeking to profit from the desire among investors to grab a piece of the hedge fund bonanza, ETF sponsors are now attempting to transfer their success in creating investment vehicles based on index replication to hedge funds. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
December 20, 2007
Matthew Goldstein
Hedge Fund Wannabes Hedge fund replicators mimic the high-risk portfolios at a fraction of the cost - but results are mixed so far. mark for My Articles similar articles
Financial Planning
August 1, 2006
Scott A. Leonard
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better. mark for My Articles similar articles
The Motley Fool
December 7, 2010
Selena Maranjian
Why You Should Love "Unstable" Investments This ever-changing index can roll with the market's punches. mark for My Articles similar articles
Registered Rep.
February 23, 2007
Halah Touryalai
Retail Hedge Fund Investors to the SEC: Buzz Off The SEC thinks it needs to do more to protect wealthy retail investors from the secretive world of hedge funds. But many wealthy investors say they can take care of themselves. mark for My Articles similar articles
Registered Rep.
June 10, 2008
Nancy N. DiCostanzo
The Ultimate Dartboard Contest Warren Buffett makes a $1 million wager putting his money where his mouth is: Specifically, he says the Vanguard S&P 500 index fund can beat 10 hedge funds, net of fees, over 10 years. mark for My Articles similar articles
The Motley Fool
December 23, 2009
Dan Caplinger
The Do-It-Yourself Way to Save Your Retirement If you want to protect yourself from stock market losses, doing it yourself can help you save a bundle. mark for My Articles similar articles
The Motley Fool
December 11, 2006
Dan Caplinger
Index Funds: So Hot Right Now Indexing is stylish, but can you profit from its idiosyncrasies? mark for My Articles similar articles
The Motley Fool
April 7, 2011
Alex Dumortier
Investors: See No Risk, Hear No Risk The fact that the VIX index is lower today than its average value going back more than 20 years does suggest that investors are being complacent about the risks associated with owning stocks. mark for My Articles similar articles
Investment Advisor
August 2005
Jeff Joseph
Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance. mark for My Articles similar articles
Financial Planning
February 1, 2011
Joseph A. Tomlinson
Send in the Clones The introduction of low-cost clone hedge funds, constructed from exchange-traded funds by using quantitative investing techniques, may let Main Street enjoy hedge fund-like results. mark for My Articles similar articles
The Motley Fool
April 9, 2007
Selena Maranjian
The Surprising S&P 500 Learn fun facts about the venerated index, which just turned 50. Many index funds and exchange-traded funds (ETFs) are tied to it. 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
The Motley Fool
February 12, 2007
Selena Maranjian
I Love the S&P 500 The main reason to love this index is that over time, it tends to beat the pants off the majority of managed mutual funds. mark for My Articles similar articles
The Motley Fool
June 11, 2008
Matt Koppenheffer
Buffett Is Betting Against Hedge Funds Warren Buffett is putting big money on his belief that the S&P 500 will outpace hedge funds over the next 10 years. mark for My Articles similar articles
Investment Advisor
December 2005
Jeff Joseph
Hedgeworld Hedge Fund Focus: The Third Source of Returns The role of beta in hedge fund returns provides investors with new and interesting opportunities, particularly in light of the prevailing wisdom that fuels the drive toward alpha-beta separation and risk-budgeting allocation methodologies. mark for My Articles similar articles
The Motley Fool
March 22, 2005
Beyond the S&P 500 Index investors have more choices than just the S&P 500. mark for My Articles similar articles
The Motley Fool
January 19, 2007
Mary Dalrymple
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. mark for My Articles similar articles
Registered Rep.
February 20, 2006
Kevin Burke
MFS Chairman Blasts Hedge Funds at NICSA Confab The chairman of fund complex MFS Investment Management is calling for the formation of a task force to overhaul performance reporting for hedge funds. mark for My Articles similar articles
BusinessWeek
July 9, 2007
In Defense Of Hedge Funds A high-net-worth investment adviser takes on those who say the glory days of hedge fund investment opportunities are over. mark for My Articles similar articles
Registered Rep.
October 1, 2002
Stan Luxenberg
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. mark for My Articles similar articles
The Motley Fool
February 9, 2010
Dan Caplinger
3 Reasons to Move Beyond Index Funds If you want to take your investing prowess to the next level you'll want to move beyond index funds -- at least with part of your savings. mark for My Articles similar articles
Investment Advisor
April 2006
Joseph & Kurdas
Hedgeworld Hedge Fund Focus: Institutions Bypass Funds of Funds Increasingly, pension investments include direct allocations to hedge funds -- a long/short equity manager here, a couple of global macro managers there, or their current favorite -- multistrategy funds. mark for My Articles similar articles
The Motley Fool
December 10, 2009
Selena Maranjian
A High IQ Won't Make You a Great Investor We investors, even us smarties, often place more importance on how we think a fund performs than on its fees. mark for My Articles similar articles
The Motley Fool
March 11, 2010
Selena Maranjian
How to Build a Better S&P 500 As terrific as S&P 500 index funds can be, they're not perfect. But a newer, potentially better kind of index fund could help fix one of their biggest weaknesses. mark for My Articles similar articles
Registered Rep.
October 1, 2012
Brad Zigler
Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills. mark for My Articles similar articles
BusinessWeek
May 2, 2005
Laura Cohn
Europe's Pension Plans: Switching Over To Hedge Funds More institutional investors are going for higher returns -- and higher risks. mark for My Articles similar articles
Registered Rep.
November 1, 2002
Dave Tsujimoto
In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Hedge Funds Set to Boil Investors looking to beat the average returns of the market will be heading to hedge funds and funds of hedge funds even more in the future, says new research. 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