Results for "alternative investments"

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McCool says solution near on custody of alternatives

June 28, 2009

The Charles Schwab Corp., which promised to spell out details of its plan to help advisers move alternative assets from its platform this month, has nearly met its deadline. The San Francisco-based firm is in the final stages of negotiating...

Emerging-market investors want more disclosure

June 22, 2009

Disclosure of specific environmental, social and corporate governance issues was seen as the major challenge facing socially conscious investors in emerging-market companies, according to a survey of institutional investors. The survey of 67...

Business owners invest in their firms, not stocks

June 19, 2009

When the economic recovery finally arrives, many small business owners won't try to rebuild their shrunken stock portfolios. They'll be putting their money in what looks like a better bet: their companies. Owners already have plenty of reasons...

Arbitration settlement lands in insurer's lap

June 14, 2009

A sprawling case of alleged securities fraud involving an independent broker-dealer and two brokers may wind up costing an insurance company $10.3 million. VSR Financial Services Inc., a broker-dealer in Overland Park, Kan., last month settled...

Market-linked CDs bolster structured-products industry

June 7, 2009

Certificates of deposit that link investment returns to stock market indexes are helping prop up the sagging structured-products industry. These bank-issued products — sometimes called indexed CDs or market-linked CDs — are gaining appeal...

Brookstone unveils asset management advisory group

June 1, 2009

Private-equity firm Brookstone Partners today announced the launch of Brookstone Partners Asset Management, an independently operated investment advisory group. Michael Toporek was named as chief investment officer of the newly created group....

Critics question whether endowment model should be used by individual investors

May 10, 2009

Some industry observers are questioning whether an endowment model of investing — as popularized by the Yale University endowment fund — should be used for individual investors. The endowment model adds diversification to traditional stock...

Rich investors' fear of risk poses a challenge to advisers

May 3, 2009

As a result of shifting views of high-net-worth and ultrahigh-net-worth investors, financial advisers will have to re-evaluate business practices, including fees, portfolios and investment policies, according to wealth managers and industry...

Hennessee pushes for changes in the regulation of hedge funds

May 3, 2009

A day before he and his hedge-fund consulting firm were stung by the Securities and Exchange Commission with $815,000 in fines and penalties, a major figure in the hedge fund world started his own effort to change hedge fund audits. Charles...

Fed support, higher gas prices making alternative energy attractive to investors

April 21, 2009

Government support of a green economy and the likelihood of rising oil prices are creating investment opportunities in alternative energy, according to money managers at Calvert Asset Management Inc., a socially conscious investment firm. But...

Schwab webcast to address its revised alternatives plan

April 19, 2009

The Charles Schwab Corp. has scheduled a webcast Thursday to brief registered investment advisers on its revised plans to wind down custody of alternative investments. The largest custodian of RIA assets set off a firestorm of protest in February...

Salvation for seniors seen in alternative investments

March 31, 2009

Even though retired clients have been hobbled by tanking investments, opportunities still await those who dare to try alternative investments, according to experts. Strategies that use bonds, options and alternative investments can soften the...

SEC targets hedge funds for 'preferential redemptions'

March 20, 2009

The Securities and Exchange Commission is investigating whether hedge funds gave favored employees or investors “preferential redemptions” by allowing them to withdraw money while freezing redemptions for other clients, commissioner Elisse...

Hedge funds buying stocks again: Report

March 20, 2009

U.S. hedge funds are buying stocks for the first time since October, Bloomberg reported today. According to data from UBS AG of Zurich, Switzerland, net purchases of stocks by hedge-fund clients averaged $140 million for the four weeks ending...

Madoff bled hedge funds too

March 19, 2009

Bernard Madoff’s epic swindle destroyed more than just his clients’ fortunes—it felled much of the North American hedge fund industry. Of the 200 or so hedge fund families that began liquidation in 2008, 20% of them—managing a total $16...

National Advisors opens doors to alternatives

March 13, 2009

National Advisors Trust Co. said today that it was expanding the alternative-investment-custody services that it provides to advisers. The firm saw a business opportunity because The Charles Schwab Corp. of San Francisco announced plans several...

Schwab back pedals on alternatives ban

March 12, 2009

The Charles Schwab Corp., under fire from some investment advisers for abruptly ending custody of most alternative assets, said it is modifying the policy but not abandoning it. After talking to advisers since the policy was announced less than...

Ex-Goldman, Putnam managers to start hedge fund

March 11, 2009

Three former investment managers in Boston are planning to launch a hedge fund in April, according to a report published by FINalternatives, a news service of Stone Street Media LLC. The firm, Vernon Square Capital LLC, is developing a market-neutral...

RIAs lash out at Schwab hedge fund decision

March 3, 2009

Saying that Charles Schwab’s recent decision to stop accepting custody of alternative investments has put them in “an untenable position,” a consortium of registered investment advisers told the firm’s top executives they are reluctantly...

OppenheimerFunds shutters Tremont fund

February 24, 2009

OppenheimerFunds Inc. has elected to shutter its OFI Tremont Core Strategies Hedge Fund and start returning the fund's roughly $100 million in assets to clients in May. The fund has been subadvised by Tremont Partners & Co. Inc., which is owned...

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