Alternatives

Displaying 3866 results
New fund from 361 Capital is built to ride out volatility
INVESTING ALTERNATIVES MAY 25, 2011
New fund from 361 Capital is built to ride out volatility

Hedging the risks of the stock market means taking the stock market out of the equation for Tom Florence, manager of the 361 Absolute Alpha Fund.

INVESTING ALTERNATIVES MAY 20, 2011
Arrow aims to jump into alternatives ETF sector

Entering mostly uncharted waters; 'not an easy place to be fishing for assets'

Does not correlate: Portfolio manager is short long-only portfolios
INVESTING ALTERNATIVES MAY 18, 2011
Does not correlate: Portfolio manager is short long-only portfolios

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 Asset Management LLC.

INVESTING ALTERNATIVES MAY 15, 2011
Pay-for-performance change by SEC could cost advisers

An SEC rule proposal that would raise the net-worth thresholds at which advisers would be allowed to charge performance-based fees would likely cut into the bottom lines of smaller hedge funds, private-equity firms and some registered investment advisers

INVESTING ALTERNATIVES MAY 13, 2011
Wallflowers no more, individual investors are demanding more alternative strategies

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 institutions

INVESTING ALTERNATIVES MAY 13, 2011
Alternative investments take the sting out of the market

Retirees need some equities exposure, but they also must hedge their bets

Clients clamoring for alternative investments — and advisers obliging
INVESTING ALTERNATIVES MAY 05, 2011
Clients clamoring for alternative investments — and advisers obliging

More than three-quarters of retail advisers say they have put clients into nontraditional assets; 'huge opportunity'

INVESTING ALTERNATIVES MAY 05, 2011
Will arbitration loss cap CapWest?

Struggling B-D ordered to pay $578K over private-placement sale; brokerage down to $80K in net capital

INVESTING ALTERNATIVES MAY 05, 2011
Use of options by financial advisers is now commonplace

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

Wave of the futures: Use of options by advisers now commonplace
INVESTING ALTERNATIVES MAY 05, 2011
Wave of the futures: Use of options by advisers now commonplace

Survey finds that almost all advisers with sizeable AUMs now trade derivatives

Home values plummet in last year — and worst not over
INVESTING RETIREMENT PLANNING MAY 05, 2011
Home values plummet in last year — and worst not over

Despite a rebounding economy, the humber of 'underwater' mortgages in the U.S. now stands at a whopping 28%. And real estate analysts say there's more where that came from.

INVESTING RETIREMENT PLANNING MAY 03, 2011
Alternatives absent from company retirement plans

Making the case for alternative investments in a long-term, properly allocated portfolio is easy

Alternative investments on the rise in retail world
INVESTING ALTERNATIVES MAY 03, 2011
Alternative investments on the rise in retail world

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.

INVESTING ALTERNATIVES APR 21, 2011
Amaranth won't face SEC enforcement action

The SEC will not bring an enforcement action against Amaranth Advisors following a three-year investigation, according to an Aug. 19 letter to Amaranth's attorney from Philip Koski, assistant regional director in the SEC's Boston office, which was obtained by P&I Daily.

INVESTING ALTERNATIVES APR 19, 2011
Continuing housing slump raises fears that crisis isn't over

Residential real estate prices dropped in January by the most in more than a year, raising the risk that U.S. home sales will keep slowing

U.S. city with biggest drop in housing prices? It's not Detroit
INVESTING ALTERNATIVES APR 19, 2011
U.S. city with biggest drop in housing prices? It's not Detroit

Eighteen of 20 major metropolitan areas saw residential property prices decline over the last year; 'builders just can't make a profit'

OptionsExpress shareholders on Schwab deal: Not so fast
INVESTING ALTERNATIVES APR 15, 2011
OptionsExpress shareholders on Schwab deal: Not so fast

Say discount brokerage buying company on the cheap; three separate lawsuits filed

INVESTING ALTERNATIVES APR 10, 2011
The real estate expert is in the house

Recognizing the critical role of real estate in clients' financial lives, advisers are finding different ways to incorporate real estate expertise into their practices.

INVESTING ALTERNATIVES MAR 29, 2011
Real estate momentum building, analyst says

Yablon sees fundamental recovery in property markets around the world

INVESTING ALTERNATIVES MAR 13, 2011
CFAs worry about derivatives

The disclosure and use of financial derivatives by financial firms is the biggest concern of the nation's leading financial analysts