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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. mark for My Articles similar articles
Financial Advisor
May 2010
James Picerno
Bodies In Motion A fresh look at an old idea: momentum investing. mark for My Articles similar articles
Financial Advisor
November 2010
Virginia Munger Kahn
Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s. mark for My Articles similar articles
Financial Advisor
August 2007
Marla Brill
Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2004
Evan Simonoff
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. mark for My Articles similar articles
Financial Advisor
December 2009
Evan Simonoff
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. mark for My Articles similar articles
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. 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
Financial Planning
September 1, 2006
David A. Twibell
When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns. mark for My Articles similar articles
BusinessWeek
November 25, 2009
Alternative Investments for the Masses IndexIQ has six products on the market and a dozen more in the pipeline. It hopes to create a portfolio of low-cost, indexed alternatives that span hedge-fund replication, inflation tracking, merger arbitrage, and distressed investments 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
Registered Rep.
February 1, 2005
David A. Twibell
On Neutral Ground Interest in market-neutral strategies exploded during the bear market, and the funds have sustained their popularity through the market's comeback. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Stan Luxenberg
Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Stan Luxenberg
Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem. mark for My Articles similar articles
Financial Planning
May 1, 2008
Gene Fama
The Big Mo In tough and volatile market climates, advisors often cast about for alternatives to stocks and bonds. One such alternative is hedge funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2004
Lynn O'Shaughnessy
The Truth Behind Momentum Investing The theory works, until you factor in trading costs. mark for My Articles similar articles
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... mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
Financial Advisor
July 2010
Jeff Schlegel
Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility. mark for My Articles similar articles
Financial Advisor
July 2012
Brad Zigler
Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why. 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
Financial Advisor
May 2010
Andrew Gluck
Private Equity Pitfalls Few advisors possess the resources required to research these deals. 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
Financial Advisor
May 2004
Gene Swanzey
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. mark for My Articles similar articles
Registered Rep.
October 26, 2012
Brad Zigler
Is It Prime Time for Event Driven ETPs? Portfolios pursuing event-driven (ED) strategies attempt to profit from mergers, restructurings, shareholder buybacks, tender offers, debt exchanges and private security offerings. There are some, but not many, event driven ETFs available. mark for My Articles similar articles
Financial Planning
March 1, 2008
New Products A list of new mutual funds, ETFs, and index funds. mark for My Articles similar articles
Financial Advisor
February 2, 2009
Evan Simonoff
Changes Come Slow Before the economy and equity market can recover, the credit markets need to resume a semblance of normalcy. mark for My Articles similar articles
Financial Planning
May 1, 2013
Craig L. Israelsen
Alternative Investments With the Best Payoff Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely. 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 Advisor
August 2005
Leola Ross
Hedge Funds Are Suffering And How They Can Recover Some say hedge funds, which sprang into prominence and popularity in the wake of the 2000 stock market crash, are on the decline. But before we doom the entire hedge-fund industry, we need to examine what has gone awry and assess whether there is hope for the future. mark for My Articles similar articles
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? 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
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
On Wall Street
January 1, 2009
Tim Knepp
Convertibles Rev Up Convertible bonds have suffered along with the overall market, but they also have been affected by some very specific forces over the past several quarters. mark for My Articles similar articles
Investment Advisor
October 2009
The Soapbox: What You Need to Know About Hedge Fund Conversions Not all hedge funds can be seamlessly converted into mutual funds. mark for My Articles similar articles
Investment Advisor
October 2007
Jeff Joseph
Sub-Prime Returns Redux August appears to have been the worst month for hedge funds since May 2006, when 70% of all hedge funds fell. The first two weeks of the month saw continued woes in subprime mortgage securities. mark for My Articles similar articles
Investment Advisor
October 2007
Ronald W. Roge
To Hedge or Not to Hedge The underlying premise of hedge funds, to reduce volatility in a portfolio, is not in itself flawed. What can we do, as fiduciaries, to use them to achieve the performance necessary to meet our clients' long-term financial objectives? mark for My Articles similar articles
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? 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
Investment Advisor
December 2006
Joseph & de Sa'Pinto
Convert Arb Makes a Comeback A survey of 15 organizations with around $117 billion of assets invested in hedge funds revealed a huge decline in the popularity of global macro strategies quarter-on-quarter. 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
Registered Rep.
March 1, 2003
David Geracioti
In Praise of Gains, Any Gains Hedge funds are not the daredevil investment vehicle that they're made out to be. In fact, they might very well be an essential component of a bear market portfolio. mark for My Articles similar articles
Entrepreneur
April 2007
Scott Bernard Nelson
Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research. 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