Displaying 3718 results
Investors seeking alts as stock/bond mix fails to excite
Natixis report says savvy advisers in catbird seat amid search for new approach to asset allocation
Finding value in unpopular alpha
If everyone is scared to go into an asset class, then there will be no competition and prices will not get bid up.
Rise in offbeat investments correlated to ‘correlation crisis’
Promising asset classes include fisheries, vineyards and the movie business
To outperform, advisers must have game theory: Singer
Fundamental analysis no longer enough in 'unstable multiplayer world,' says William Blair strategist
First REIT case goes against Lerner
The first of potentially hundreds of arbitration cases related to the sale of Apple REITs by David Lerner…
SEC probes giant private REIT
The Securities and Exchange Commission's probe into Inland American Real Estate Trust Inc., the largest nontraded real estate…
Nontraded REIT waives fee
Another large nontraded real estate investment trust plans to waive a heavily criticized fee tied to changes in…
SEC must hedge bets on advertising
The agency should go back to the drawing board to come up with a plan that has safeguards in it to minimize the very real dangers facing the investing public.
Study: Alternatives ETFs buck trend
Financial advisers are increasingly using exchange-traded funds for their alternative strategies even as interest in alternatives seems to…
Alternative strategies: Addressing market risk – An alternative approach
This white paper, sponsored by Principal Funds, examines how alternative investment strategies can be used to hedge risk while seeking to achieve positive absolute returns during periods of extreme volatility.
Where’s the harm in hedge fund advertising?
A look at the ICI's predictable argument
Let hedgies advertise? Fund firms are furious
The SEC's plan to let hedge funds advertise Reg D offerings isn't sitting well with the retail fund industry. Here's why.
Franklin Templeton further elevates alt offerings with K2 buy
Franklin Resources Inc. Ticker:(BEN) is taking another step into the alternatives universe with the acquisition of K2 Advisors Holdings LLC, a $9.3 billion funds-of-hedge-funds firm.
REIT dividends at issue in suit
Despite the attractive yields that nontraded real estate investment trusts offer, financial advisers and their clients need to…
Annaly founder Michael Farrell dies after cancer diagnosed
Fund manager built Annaly Capital Management into the world's largest mortgage REIT
Acquisition will give Oppenheimer foothold in MLP space
OppenheimerFunds announced plans to acquire SteelPathCapital, which has $2.6 billion in assets and a seven-year track record in the master limited patnership space.
SSgA skips commodities in new managed-futures fund
Low-volatility offering to invest in equity, fixed-income and currency futures
Three investing lessons learned from this summer
This week should be a good time to ponder what we all learned this summer and what this means for investing going forward.
Study: Alt ETFs growing on advisers
Advisers plan to increase their use of alternative ETFs at twice the rate of alternative mutual funds over the next two years; overall alternatives use slipping.
Ex-JPMorgan exec made killing off whale of a mistake
Feldstein made money betting against the bank, then made more helping it unwind the trades; 'not a master of the universe'
