Alternatives

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Real estate might need a renovation, but it's still a good diversifier
INVESTING ALTERNATIVES OCT 05, 2011
Real estate might need a renovation, but it's still a good diversifier

Investors are skittish about real estate investments due to the beating the sector took over the past few years, but are they worth another look?

INVESTING ALTERNATIVES OCT 05, 2011
Private-equity firms increasingly turn to BDCs

Having little luck raising capital from institutional investors the old-fashioned way, private-equity firms are turning to the public markets, forming business development companies and other publicly traded vehicles to invest alongside shrinking private funds

More options make alpha bets easier
INVESTING ALTERNATIVES OCT 03, 2011
More options make alpha bets easier

As the mutual fund industry continues to migrate toward the alternatives space, financial advisers might find individual fund selection among the more challenging parts of their job.

INVESTING ALTERNATIVES OCT 03, 2011
Finra plan aims to bring nontraded-REIT pricing up to par

INVESTING ALTERNATIVES SEP 29, 2011
Faster pricing of nontraded REITs sought

Finra is putting the finishing touches on a rule proposal that would shorten the amount of time available to broker-dealers to come up with estimated valuation of a nontraded REIT

INVESTING ALTERNATIVES SEP 29, 2011
A new breed of nontraded REITs

INVESTING ALTERNATIVES SEP 29, 2011
REITs could come into crosshairs of Obama tax hike

The REIT industry is guarding against a potential proposal from the Obama administration that would impose new taxes on partnerships and similar companies with more than $50 million in gross receipts that are currently exempt from corporate income tax.

Adding liquidity to locked-up nontraded REITs
INVESTING ALTERNATIVES SEP 29, 2011
Adding liquidity to locked-up nontraded REITs

For advisers whose clients may be invested in any of the some six dozen nontraded real estate investment trusts, here's something in the category of “it's about time”: liquidity

INVESTING ALTERNATIVES SEP 25, 2011
P-E flyers don't contain enough info, investors say

Survey reveals big disconnect between what investors want — and what fund managers think they want

INVESTING ALTERNATIVES SEP 21, 2011
Guide to understanding direct investments

This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.

INVESTING ALTERNATIVES SEP 21, 2011
ETF providers amend filings to assuage SEC's concerns

Firms set to offer active funds promise not to use derivatives

Which alternatives now? Webcast transcript
INVESTING ALTERNATIVES SEP 11, 2011
Which alternatives now? Webcast transcript

The following is an edited transcript of the Aug. 23 webcast “Which Alternatives Now.” It was moderated by deputy editor Evan Cooper and senior editor Jeff Benjamin.

Why the wealthy are still sticking with hedge funds
INVESTING ALTERNATIVES SEP 08, 2011
Why the wealthy are still sticking with hedge funds

Almost half of Leslie Quick's personal portfolio is dedicated to hedge funds, a position he's increased this year even as the lightly regulated asset pools have returned less than 4 percent.

INVESTING ALTERNATIVES SEP 05, 2011
Guide to understanding direct investments

This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.

Bearish hedge fund bets may send U.S. stocks lower: BofA analyst
INVESTING ALTERNATIVES SEP 04, 2011
Bearish hedge fund bets may send U.S. stocks lower: BofA analyst

U.S. stocks are likely to extend declines because hedge funds have leeway to boost bets against the world's largest equity market, according to Bank of America Corp.'s Mary Ann Bartels.

Nontraded REITs a hot property — but Finra warns investors
INVESTING ALTERNATIVES SEP 01, 2011
Nontraded REITs a hot property — but Finra warns investors

Regulator cites lack of liquidity and high fees; product sales remain brisk

Every adviser should be invested in alternatives: Investment experts
INVESTING ALTERNATIVES SEP 01, 2011
Every adviser should be invested in alternatives: Investment experts

Paramount to generate returns even in down markets; higher management costs worth it

Tough Finra proposal aims to bring nontraded-REIT pricing up to par
INVESTING ALTERNATIVES SEP 01, 2011
Tough Finra proposal aims to bring nontraded-REIT pricing up to par

Regulator wants commissions subtracted right away from value shown on statements; 'pendulum has swung too far'

Finra wants faster valuations of nontraded REITs
INVESTING ALTERNATIVES SEP 01, 2011
Finra wants faster valuations of nontraded REITs

Regulator prepares proposal after May complaint against David Lerner Associates; time it takes to get market valuations not up to par

Commonwealth, LPL could see fallout from Reg D deal they sold
INVESTING ALTERNATIVES SEP 01, 2011
Commonwealth, LPL could see fallout from Reg D deal they sold

After avoiding the pitfalls of disastrous Regulation D deals during 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.