Results for "alternative investments"

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Will arbitration loss cap CapWest?

July 27, 2011

Teetering on the edge, CapWest Securities Inc. lost a costly Finra arbitration case this month. The ruling is potentially dire news for a firm which was a leading seller of failed private placements over the last decade. In March, the brokerage...

Alternative-strategy funds thrive despite spotty record

July 24, 2011

Advisers are pouring money into mutual funds that employ alternative strategies, a sign that they are still looking to reduce risk in their clients' portfolios despite a market rebound. Meanwhile, many of the funds sporting alternative strategies...

Oil and gas investments fuel economy - and client returns

July 24, 2011

Adviser Jim Ehrenkrook believes that investing in oil and gas is crucial to clients' portfolio performance. After all, he said, the oil and gas industry underpins the U.S. and global economies. “Fossil fuels are a part of the economy,” said...

Creating a structure for making gains while minimizing risk

July 24, 2011

The recovery of the stock market in the last two years has been driven by investors willing to take on risk again. But many of those investors haven't forgotten the trauma of 2008, said Philip Moses, a financial adviser with Raymond James Financial...

Giving investors more options can enhance performance

July 24, 2011

Investors who held a traditional portfolio comprising primarily stock- and bond-based mutual funds took a terrible beating during the 2008 market rout. Those losses, along with continuing market volatility, have drawn investors to options —...

AQR launches mutual fund with hedge traits

July 24, 2011

AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies. The AQR Multi-Strategy Fund Ticker:(ASANX), which started trading last...

Pooling resources creates a wealth of alternative assets

July 24, 2011

Alternatives are such an integral part of Matrix Wealth Advisors Inc.’s philosophy that the fee-only firm has a pooled fund devoted to the category. The three-year-old fund, the Matrix Private Opportunities Fund I LLC, comprises 18 underlying...

AQR creates mutual fund using nine hedging strategies

July 18, 2011

AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies. The AQR Multi-Strategy Fund (ASANX), which will start trading on Monday,...

Big, bad CMBS are back despite reform talk

June 26, 2011

Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back. But don't let the kinder, gentler, more transparent structure of today fool you, insiders warn. The CMBS market really hasn't...

130/30 is making a comeback, managers contend

June 26, 2011

Once-highflying 130/30 strategies might be down, but they aren't out, money managers contend. But the hype of the years leading up to the financial crisis — when a flurry of products were launched on the promise of amplified alpha from an...

Another seller of alternatives goes under

June 19, 2011

Yet another small brokerage firm that sold illiquid alternative investments closed its doors last week. MCL Financial Group Inc. of Santa Ana, Calif., which had 44 registered representatives, filed its broker-dealer withdrawal form Tuesday with...

MCL Financial: Another big seller of alternative investments goes under

June 15, 2011

There's no letup in sight for broker-dealer closings. Today, yet another small brokerage that focused on selling illiquid alternative investments has been shuttered. MCL Financial Group Inc. of Santa Ana, Calif, which had 44 registered reps,...

Strategies, not just assets, key to alternative investing

May 29, 2011

During the past 10 years, markets essentially have gone nowhere. If this trendless direction continues — which is altogether possible — financial advisers will be forced to reconsider the widely accepted asset diversification/asset allocation...

Use of options by financial advisers is now commonplace

May 22, 2011

As financial advisers' use of options becomes more routine, the unsurprising results of a survey showed that advisers managing the most assets are “significantly” more likely to use the derivatives than peers with smaller amounts. Ninety-four...

Risk-minded investors shift focus to alternative funds

May 22, 2011

Investors and financial advisers may be elated that the S&P 500 has almost doubled since it bottomed in March 2009, but that improvement hasn't erased the memories of 2008. The 1,600 advisers at the annual Investment Management Consultants Association...

Does not correlate: Portfolio manager is short long-only portfolios

May 18, 2011

Traditional portfolio construction using just long-only stocks and bonds is yesterday's story and no longer enough to generate real diversification and sustained performance, said Ricardo Cortez, senior portfolio management specialist at Broadmark...

Wallflowers no more, individual investors are demanding more alternative strategies

May 8, 2011

The search for new sources of retirement income and exposure to investments that don't correlate with traditional asset classes has brought about new product innovations — many of them sparked by individual investors' wanting to invest like...

Wallflowers no more, investors demand more alternative strategies

May 3, 2011

The search for new sources of retirement income and exposure to investments that don't correlate with traditional asset classes has brought about new product innovations — many of them sparked by individual investors wanting to invest like...

Alternatives absent from company retirement plans

May 1, 2011

Making the case for alternative investments in a long-term, properly allocated portfolio is easy. Finding a company-sponsored retirement plan that offers ready access to anything but traditional, long-only stock and bond funds is nearly impossible....

Alternative investments take the sting out of the market

May 1, 2011

Retirees without alternative investments in their portfolios are at the mercy of the general direction of the markets, according to Gabriel Burstein, global head of investment research at Lipper Inc. “More than 90% of all retirement accounts...

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