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Financial Advisor
September 2010
Jeff Schlegel
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. 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
On Wall Street
May 1, 2011
Robert J. Lindner
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
September 2009
James J. Green
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. mark for My Articles similar articles
Financial Advisor
July 2011
Virginia Munger Kahn
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? mark for My Articles similar articles
Financial Planning
September 1, 2007
Donald Jay Korn
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. mark for My Articles similar articles
Financial Planning
December 1, 2005
Donald Jay Korn
Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
September 2007
Michael S. Fischer
Getting In How to gain access to private equity, managed futures, and hedge funds. mark for My Articles similar articles
Financial Planning
September 1, 2009
Geoff Considine
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. mark for My Articles similar articles
Investment Advisor
March 2010
Robert J. Lindner
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk. mark for My Articles similar articles
Financial Planning
December 1, 2010
Suzanne McGee
Other Alternatives Advisors will need to devote more time to scrutinizing the ever-growing number of new products. And with each debut, they'll have to go back to the drawing board and decide whether the product makes the grade. 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 Planning
May 1, 2008
Mark Willoughby
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder. mark for My Articles similar articles
Investment Advisor
April 2008
Upgrades The year-old Rydex Managed Futures Strategy Fund has attracted approximately $400 million in assets... Bear Stearns Asset Management launched the Bear Stearns Current Yield Fund... Sun Life Financial announced several new investment options... mark for My Articles similar articles
On Wall Street
October 1, 2010
Neil O'Hara
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds. mark for My Articles similar articles
Registered Rep.
March 1, 2008
The Fever for Structured Products Structured products, which are gaining popularity in the U.S., combine financial instruments, typically bonds and derivatives, into a package that allows investors to bet on the direction of stocks, bonds and other investments. mark for My Articles similar articles
Investment Advisor
April 2010
Robert J. Lindner
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy. mark for My Articles similar articles
On Wall Street
June 1, 2011
Carl Resnick
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. mark for My Articles similar articles
Registered Rep.
April 25, 2011
Brad Zigler
Managed Futures Mainstreamed Changes in the regulatory scheme have since allowed the creation of lower-cost commodity-based mutual funds and exchange-traded products which can be marketed by Series 7 folk and RIA associates. mark for My Articles similar articles
Financial Advisor
October 2005
David Reilly
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. mark for My Articles similar articles
The Motley Fool
August 2, 2010
Michael Johnston
3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs. mark for My Articles similar articles
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
Registered Rep.
June 10, 2011
Diana Britton
Pershing: Getting Client Assets Off the Sidelines Though the market has been in recovery mode for some time, many investors are still afraid to dive back in and are holding their cash on the sidelines. To get them back in the game, advisors should reset future expectations. mark for My Articles similar articles
Investment Advisor
August 2008
Melanie Waddell
Time for an Alternative The volatile market is sparking more use of alternative assets mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 1, 2011
Alan Snyder
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? 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
Investment Advisor
January 1, 2011
Ben Warwick
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. mark for My Articles similar articles
Financial Advisor
April 2006
Matt Hougan
Rolling With Commodities Commodities can play an important role in a portfolio, and the much-anticipated Deutsche Bank commodities ETF can be a good vehicle to add them. But with oil deeply in contango, and expenses still on the high side, a shade of extra care is needed. mark for My Articles similar articles
Financial Advisor
August 2004
Pauline P. Lam
Commodity Investments Help Diversify Portfolios A new tool--resampled efficiency--helps create optimal allocations. Investors can gain exposure to commodities by investing in commodity index or individual commodity futures contracts. A third option is mutual funds. mark for My Articles similar articles
Financial Advisor
May 2009
David J. Drucker
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? 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
Investment Advisor
November 17, 2010
Baer & Baer
Strengthen Portfolios and Client Confidence Through Open Architecture The past two years have been a lesson in wealth preservation mark for My Articles similar articles
Financial Advisor
August 2009
Jeff Schlegel
Seeking Alternatives Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. mark for My Articles similar articles
Investment Advisor
June 2010
Bob Clark
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. mark for My Articles similar articles
Investment Advisor
January 2006
Callahan & Howard
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. mark for My Articles similar articles
Financial Advisor
September 2012
Alternatives Conference Educates Advisors, Expands Focus The need for investor education was a big theme at the third annual Innovative Alternative Strategies conference, held in Denver in late July. mark for My Articles similar articles
Investment Advisor
April 2006
Maya Ivanova
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. mark for My Articles similar articles
Financial Planning
October 1, 2013
Ilana Polyak
Fund Bracing for Market Shocks Managed futures have lost some of their luster, but AQR makes a compelling case for the category. mark for My Articles similar articles
Financial Advisor
January 2006
Sydney LeBlanc
Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit. mark for My Articles similar articles
Investment Advisor
June 2007
Susan L. Hirshman
Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes. mark for My Articles similar articles
Investment Advisor
September 2008
21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace. mark for My Articles similar articles
Financial Advisor
December 2005
Alan Lavine
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. mark for My Articles similar articles
Financial Planning
March 1, 2005
Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly. mark for My Articles similar articles
Financial Advisor
March 2010
Alan Lavine
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. mark for My Articles similar articles
Registered Rep.
March 1, 2003
Eric Uhlfelder
Managing the Future For those still willing to make some moves, commodity trading advisor programs (CTAs), also known as managed futures, can be an attractive alternative to equities. By their very nature, commodity funds excel during bouts of volatility. mark for My Articles similar articles
Registered Rep.
June 15, 2009
Kristen French
Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments. mark for My Articles similar articles