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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.  |
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?  |
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.  |
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.  |
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.  |
Financial Advisor July 2011 Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure?  |
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.  |
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.  |
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.  |
Investment Advisor September 2007 Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds.  |
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.  |
Investment Advisor March 2010 Robert J. Lindner |
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk.  |
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.  |
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.  |
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.  |
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...  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets  |
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 January 1, 2011 Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts?  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
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  |
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.  |
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.  |
Investment Advisor June 2010 Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Investment Advisor June 2007 Susan L. Hirshman |
Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes.  |
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.  |
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.  |
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.  |
Financial Advisor March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.  |
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.  |
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.  |