Results for "alternative investments"

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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...

Arrow aims to jump into alternatives ETF sector

April 27, 2011

Arrow Investment Advisors, a fledgling fund company founded by a former Rydex SGI executive, plans to launch a suite of exchange-traded funds that use alternative strategies. Arrow, which has $1.8 billion in assets under management, has mutual...

Alternative investments on the rise in retail world

April 15, 2011

Alternative-investment strategies are emerging as a top priority across the asset management landscape — and are also quickly gaining traction with retail investors — according to the latest research from Cerulli Associates Inc. While mutual...

INTV: Advisers and B-Ds rattled by private placements

January 13, 2011

Private placements require a higher level of scrutiny than listed securities, so advisers need to know who is doing the auditing and whether independent due diligence is being conducted. InvestmentNews News Editor Bruce Kelly explores some of...

Absolute-return strategy absolutely working for this fund manager

January 13, 2011

As the Russell 2000 Index inches ever closer to its July 2007 peak of 855, small-cap portfolio manager Eric Cinnamond is protecting his absolute return strategy with a whopping 35% allocation to cash. “In order to out-perform over the long-term...

QA3 tangles with insurer over private-placement coverage

January 12, 2011

QA3 Financial Corp., an independent broker-dealer that was a leading seller of high-risk private placements over the last decade, in a recent lawsuit said its insurance carrier was pushing it into bankruptcy by failing to back up its coverage....

Alternatives present quandary for custodians

January 9, 2011

Custody firms are engaged in a delicate balancing act, trying to accommodate a growing number of alternative investments while at the same time implementing stricter eligibility criteria for accepting those assets. All firms ramped up their...

Putnam cuts fees on absolute-return and lifecycle funds

November 29, 2010

Putnam Investments has significantly lowered the expense ratios on its slate of Absolute Return funds and its RetirementReady Lifecycle funds. At the highest end, Putnam trimmed fees on its Absolute Return 100 Fund by 54%, lowering the total...

SEC sorts out definition of venture capital

November 19, 2010

Although advisers to venture capital funds are exempt from registering with the Securities and Exchange Commission under the new financial reform law, determining the definition of venture capital could generate controversy. In an attempt to...

Advisers should think twice about structured products

November 14, 2010

Advisers should look before they leap into structured products, an alternative-investment choice that's been gaining popularity over the past year. Structured products, which are basically investment strategies based on derivatives that have...

Wealthiest people buy least-structured products

November 11, 2010

The wealthiest investors in the U.S. put less of their holdings into structured products than the less affluent, according to a study commissioned by the Securities Industry and Financial Markets Association. Individuals with more than $5 million...

Stocks outperformed hedgies last month

November 8, 2010

Hedge funds were unable to keep pace with the broader equity markets last month, but did maintain their slight performance edge over stocks through the first 10 months of the year. The Hennessee Hedge Fund Index gained 1.9% in October, which...

Hedge funds depend on beta as they ride careening equities

October 31, 2010

Hedge fund managers are having a hard time making a buck this year, unless they get a boost from a whole lot of market beta. “It's been all about beta this year,” said hedge fund consultant Howard B. Eisen. “Hedge fund managers have been...

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