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Investment Advisor
May 2006
Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: The Search for Portable Returns With the portable approach, the search for top-performing managers as a source of alpha is separate from the desire to get market return on an asset class, the beta.   |
Wall Street & Technology
April 14, 2008
Melanie Rodier |
Advisers Turn to Asset Managers for Advice During Economic Slump Nearly all financial advisers say the ability of a fund company wholesaler to deliver an informed opinion impacts their transaction decisions. |
The Motley Fool
November 20, 2006
Dan Caplinger |
It's All Greek to Me Finance's unique combination of mathematical and social sciences makes the field a linguistic battleground among academics. As ways to express financial concepts, alpha and beta are relatively simple. |
Financial Planning
December 1, 2006
Elizabeth O'Brien |
White Paper While the asset management industry remains highly profitable overall, five key challenges are putting pressure on firms. |
Wall Street & Technology
May 15, 2006
Larry Tabb |
Strolling With My Alpha How does portable alpha impact the investment management business? This strategy turns portfolio managers into asset allocators. Instead of picking stocks, or companies, they pick inexpensive indices and choose expensive hedge funds. |
Investment Advisor
July 2007
Jeff Joseph |
Overlay Uses 101 Separation of alpha and beta appears to be the mantra du jour in portfolio management. Here's how overlays fit in. |
Financial Planning
July 1, 2010
Craig L. Israelsen |
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. |
Investment Advisor
September 2008 |
21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace. |
Wall Street & Technology
June 19, 2008
Cory Levine |
Older Advisers Just as Likely to Tap the Web as a Business Tool A new report dispels the myth that older advisers spend less time using the Web as a business tool than their younger colleagues. |
Financial Planning
May 1, 2006
Chris Blunt |
Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management. |
On Wall Street
September 1, 2009
Tim Knepp |
Alternative Medicine: Separating Beta from Alpha Retirement portfolios have been subject to significant stress and this, combined with a daunting global economic outlook, has many investors considering alternative strategies in an effort to shore up their traditional investment allocations. |
Financial Planning
February 1, 2006
Joan Warner |
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model. |
Financial Planning
April 1, 2011
Suzanne McGee |
Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find. |
Financial Planning
February 1, 2007
David E. Adler |
High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers. |
Wall Street & Technology
January 23, 2007
Matt Nelson |
Ask The Expert: Trends Q: What business trend will have the biggest impact on asset managers in 2007, and how will it impact the IT department?... A: As we enter 2007, buy-side firms should be thinking about how they are positioned to support their clients' changing product needs... |
Investment Advisor
November 2005
Jeff Joseph |
Hedgeworld Hedge Fund Focus: The Roles of Alpha and Beta Acknowledging the elusive nature of alpha is critical to hedge fund and absolute return investors, particularly because most think of alpha as the primary (if not the exclusive) source of hedge fund returns. But this may be an erroneous assumption. |
Investment Advisor
July 2008
Melanie Waddell |
Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection. |
Insurance & Technology
February 8, 2008
Tim Attia |
Agility in Product Development Can Improve Speed to Market Streamlining product development processes, building "product chassis" of common components, adopting agile enabling technologies, and modifying organizational structure to support product innovation all are ways to improve speed to market. |
Financial Planning
August 1, 2006
Craig L. Israelsen |
Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes? |
Financial Advisor
February 2012 |
Companies Face $12 Trillion 'Equity Gap' By 2020 Global companies' demand for equity capital may outstrip supply by about $12.3 trillion in 2020 as investors avoid stocks, spurring firms to take on more debt and leaving them vulnerable during recessions, McKinsey & Co. said. |
Financial Planning
April 1, 2005
Abigail La Croix |
5 Questions A life insurance executive explains why no-load life insurance products matter. |
Financial Planning
May 1, 2011
Joseph A. Tomlinson |
Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions. |
Insurance & Technology
September 5, 2008
Gary Kirkham |
BPM Creates a More-Agile Business The business demands process improvements that increase customer satisfaction and automate corporate functions to ensure good business practices. |
Insurance & Technology
September 14, 2004 |
The Financial Services 40: Tracking Innovation In Financial Services The traditionally risk-averse insurance industry is discovering that innovation is not such a scary concept. The firms that are able to deploy technology in innovative, customer-focused ways consistently have a competitive advantage generating profits and building market share. |
Financial Planning
August 1, 2006
John Nersesian |
The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients. |
Financial Planning
February 1, 2005
Len Reinhart |
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios. |
Financial Advisor
May 2008
Tracey Longo |
Living Long, Living Well A handful of insurers and advisors have been touting "longevity insurance" for several years now -- an income annuity-based product they hoped would catch fire with retirees frightened of going broke. |
Financial Planning
October 1, 2005
Kathy Gevlin |
White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years. |
Wall Street & Technology
October 24, 2007
Larry Tabb |
Larry Tabb Predicts Financial Trends for 2008 Financial industry trends that will become more significant throughout the coming year. |
CFO
November 1, 2006
Don Durfee |
Lowering the Bar How market beta can make hurdle rates look artificially low -- just because the market has become more risky doesn't necessarily mean your business has become more secure. |
Real Estate Portfolio
May/Jun 2008
Ryan Chittum |
From Alpha to Beta Sophisticated concepts of hedging alpha risk with beta, long familiar in the hedge fund world, are largely absent from real estate investing. |
Inc.
July 2008 |
Advisory Alternatives If you are unable to devote the time and resources necessary to a full-fledged board of advisers, there are alternatives. |
