Alternatives

Displaying 4055 results
Hedge funds limited losses in first half of August
ALTERNATIVES AUG 14, 2011
Hedge funds limited losses in first half of August

Through the first two weeks of the month, while the S&P 500 Index fell by 13.2%, the Dow Jones Credit Suisse Core Hedge Fund Index was down 3.7%.

By Jeff Benjamin
ALTERNATIVES AUG 12, 2011
Alternative-strategy funds thrive despite spotty record

By Dan Jamieson
Private funds to get public scrutiny — but family offices to get a pass
RIA NEWS AUG 09, 2011
Private funds to get public scrutiny — but family offices to get a pass

SEC vote requires hedgies, PE firms to register with commission; exemption granted for family offices

By John Goff
ALTERNATIVES AUG 07, 2011
Commonwealth, LPL sold troubled private placement

After avoiding the pitfalls of disastrous Regulation D deals over the past decade, Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement that faces pressure from its creditors

By Bruce Kelly
ALTERNATIVES AUG 05, 2011
Buzz: Commonwealth, LPL could see fallout from Reg D deal they sold

Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement they sold that faces pressure from its creditors.

By Doug Cubberley
The 'perfect time' for a covered-call strategy? One PM thinks so
ALTERNATIVES AUG 04, 2011
The 'perfect time' for a covered-call strategy? One PM thinks so

Van Hulzen Asset Management's new Iron Horse Fund will follow an options strategy that the $250 million shop has been applying in separate accounts for nearly a decade.

By Bloomberg
ALTERNATIVES AUG 03, 2011
Special report: Alternative investments

Despite a spotty record -- and a market rebound -- investors are pouring money into risk-reducing vehicles.

By Mark Bruno
ALTERNATIVES AUG 03, 2011
Pooling resources creates a wealth of alternative assets

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

By Bloomberg
ALTERNATIVES AUG 01, 2011
Institutional investors going long/short on commodities

By Christine Williamson
With registration looming, many hedge funds say they'll follow Soros
ALTERNATIVES JUL 26, 2011
With registration looming, many hedge funds say they'll follow Soros

With registration requirements looming, more hedge fund managers are likely to follow George Soros in opting for the family office structure over the red tape of running a hedge fund.

By Jeff Benjamin
EQUITIES JUL 25, 2011
Mobius: Another crisis is 'around the corner'

Another financial crisis is inevitable, according to Mark Mobius, executive chairman of Templeton Asset Management's emerging-markets group

By Bloomberg
ALTERNATIVES JUL 24, 2011
AQR launches mutual fund with hedge traits

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

By Jeff Benjamin
ALTERNATIVES JUL 24, 2011
Creating a structure for making gains while minimizing risk

The recovery of the stock market in the last two years has been driven by investors willing to take on risk again

By Andrew Osterland
ALTERNATIVES JUL 24, 2011
Giving investors more options can enhance performance

Investors who held a traditional portfolio comprising primarily stock- and bond-based mutual funds took a terrible beating during the 2008 market rout

By Lavonne Kuykendall
ALTERNATIVES JUL 24, 2011
Regulator wants to firm up pricing of illiquid securities

Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as nontraded real estate investment trusts and private placements on clients' account statements

By Bruce Kelly
REIT motif: Property trusts still whipping stocks
ALTERNATIVES JUL 21, 2011
REIT motif: Property trusts still whipping stocks

Real estate investment vehicles rolling on with nearly 3% gain in latest quarter; up almost 33% in the past year

By Jeff Benjamin
ALTERNATIVES JUL 21, 2011
Big, bad CMBS are back despite reform talk

Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back

By Arleen Jacobius
ALTERNATIVES JUL 19, 2011
David Lerner Associates sued over sales of REITs

David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts

By Bloomberg
RIA NEWS JUL 19, 2011
Real estate for advisory firm owners: 'Everything is negotiable'

Financial advisers around the United States are taking advantage of the depressed corporate-real-estate market to move into bigger or more impressive office space that they couldn't have afforded before prices dipped.

By Liz Skinner
ALTERNATIVES JUL 19, 2011
Investors in Lerner REITs may find no redemption

Investors who want to redeem their shares in the Apple family of non-traded REITs marketed by David Lerner Associates Inc., which has become the target of a regulatory action, may be out of luck

By Bruce Kelly