Alternatives

Displaying 4067 results
Third Avenue fund's meltdown sheds new light on the value of prospectus reading
ALTERNATIVES DEC 17, 2015
Third Avenue fund's meltdown sheds new light on the value of prospectus reading

Some advisers swear by it, while others shun it as useless legalese.

By Jeff Benjamin
Managed futures funds capitalizing on junk-bond fallout
EQUITIES DEC 16, 2015
Managed futures funds capitalizing on junk-bond fallout

The carnage unfolding in the high-yield bond market has paved the way for serious gains in some managed futures funds.

By Jeff Benjamin
The bond market selloff has sparked fears that the Fed might not hike rates today
EQUITIES DEC 15, 2015
The bond market selloff has sparked fears that the Fed might not hike rates today

<i>Breakfast with Benjamin</i>: The bond market selloff has sparked fears that the Fed might not hike rates today.

By Jeff Benjamin
Third Avenue rattles the junk bond market
EQUITIES DEC 11, 2015
Third Avenue rattles the junk bond market

Plus: JPMorgan's David Kelly second-guesses the Fed, MLP investors hang on for dear life, and Joe Montana gets his VC groove on

By Jeff Benjamin
High-yield bond market is teetering on the brink of disaster
ALTERNATIVES DEC 11, 2015
High-yield bond market is teetering on the brink of disaster

<i>Breakfast with Benjamin</i>: More than a third of the outstanding U.S. high yield and leveraged loan universe is at risk in a rising-rate cycle.

By Jeff Benjamin
ALTERNATIVES DEC 09, 2015
Why investing in exclusive alternatives can be an expensive waste of time

A deficit of transparency and liquidity often leads to high costs and low returns.

By Dan Egan
Alternative growth strategies for a fearful low-growth world
EQUITIES DEC 09, 2015
Alternative growth strategies for a fearful low-growth world

Making the case for alternatives is less about the absolute returns they can deliver, but their potential over full market cycles.

By Thomas Hoops
Manager of a fake hedge fund faces real prison time
EQUITIES DEC 04, 2015
Manager of a fake hedge fund faces real prison time

<i>Breakfast with Benjamin</i>: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.

By Jeff Benjamin
EQUITIES DEC 03, 2015
Advisers take heed: Investment crowdfunding coming soon to a client near you

Legion M offers hope for a Hollywood-level debut.

By Jeff Benjamin
Green energy investing takes center stage
EQUITIES DEC 03, 2015
Green energy investing takes center stage

A commitment that can make investment performance a lesser priority.

By Jeff Benjamin
ALTERNATIVES DEC 03, 2015
Crowdfunding platform borrows a page from private equity

New fund offers 11% yield, no fees, two-year lock-up to accredited investors, but it's risky.

By Jeff Benjamin
Hedge funds are waking up to redemptions
EQUITIES DEC 01, 2015
Hedge funds are waking up to redemptions

<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.

By Jeff Benjamin
$25B institutional money manager takes a leap into retail
EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

By Jeff Benjamin
EQUITIES NOV 30, 2015
The economic impact of global warming is heating up

<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.

By Jeff Benjamin
EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

By John Waggoner
ALTERNATIVES NOV 25, 2015
Alternative investments combined with fee-based services are changing the investing world

Firms would be wise to embrace a fuller mix of services to satisfy today's investors and differentiate themselves.

By Michael Spellacy
Shakeup in senior management of AR Capital products
ALTERNATIVES NOV 25, 2015
Shakeup in senior management of AR Capital products

President of BDCA, company at center of Galvin complaint, is removed; others step down

By Bruce Kelly
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains
RETIREMENT PLANNING NOV 24, 2015
CalPERs paid $3.4B in private equity fees since 1990; earned $24.4B in net gains

Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.

By Randy Diamond
How should advisers allocate to alts? It depends
ALTERNATIVES NOV 24, 2015
How should advisers allocate to alts? It depends

Before making a decision, advisers must evaluate what a client wants from alternatives, as well as their capacity for risk and liquidity.

By Greg Iacurci
AR Capital to stop creating new nontraded REITs, close existing programs to new investors
ALTERNATIVES NOV 23, 2015
AR Capital to stop creating new nontraded REITs, close existing programs to new investors

In a major reversal, the powerhouse nontraded REIT sponsor built by Nicholas Schorsch is exiting the business of creating and selling new alternative investment products and will stop taking new investor money for existing programs.

By Bruce Kelly