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.
<i>The following is an edited transcript of the webcast “Options strategies advisers can use now,” held July 20 in New York. It was moderated by deputy editor Evan Cooper and senior editor Dan Jamieson. </i>
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
Some providers of target date options in defined-contribution plans are adding alternative investments ranging from commodities and Treasury inflation-protected securities to real estate investment trusts and master limited partnerships
Financial advisers whose clients are calling and saying, “Hey, I see that rates have fallen 1% below my current rate; shouldn't I refinance?” may have to remind them that though a 1% drop is considered enough reason to refinance, the homeowner still has to pay closing costs, and if they are planning to move soon, they may leave the home before they reach the break-even point
Managed-futures funds represent the most popular category among alternative strategies, according to the latest research from BarclayHedge Ltd.
Nine-month return double that of the S&P 500; 'growing optimism'
The trustee for Bernard Madoff's investment-advisory business won a $180 million default judgment against Vizcaya Partners Ltd. over claims the hedge fund profited from the conman's fraud.
Managed-futures funds represent the most-popular category among alternative strategies, according to the latest research from BarclayHedge Ltd.
Chalk up another hard-earned lesson from the financial crisis: Investors in limited partnerships, the structure of choice for most alternative investments, discovered that giving up liquidity in exchange for higher returns wasn't such a good idea after all.
Morningstar index shows hedge funds still outperforming S&P 500 for the year
If nothing else, the carnage of the past few years has served as a stark reminder of the value of portfolio diversification.
Capitalization rate shows real estate yields far outstripping government debt; 'attractively priced'
In an effort to guard against the rising threat of inflation, several target date fund providers have added alternative asset classes to their portfolios.
Sometime this year, Weyerhaeuser Co. Ticker:(WY) will transform itself from a C corporation into a real estate investment trust.
They aren't cheap, but publicly traded real estate investment trusts could be just the right property for yield-thirsty investors.
James Boyle the third former Merrill exec to depart Chicago-based firm in a year
Regulator eyes cozy relationship between asset managers and hedgies, PE execs; 'proactive approach'
Stanley Druckenmiller, the hedge- fund icon who boasts one of the best long-term trading records and the distinction of having made $1 billion for George Soros by forcing a devaluation of the British pound in 1992, is closing his firm after 30 years.
With plenty of cash, private-equity funds are on the prowl; 'deal activity accelerating'
