Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

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.
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.
Investment Advisor October 2005 Joseph & Kurdas	Hedgeworld Hedge Fund Focus: Portable Alpha Investing Institutions seeking better risk-adjusted returns are increasingly employing a portable alpha approach, in some cases using this method to invest with multistrategy hedge fund managers through funds of funds.
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.
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.
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.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Investment Advisor December 2005 Jeff Joseph	Hedgeworld Hedge Fund Focus: The Third Source of Returns The role of beta in hedge fund returns provides investors with new and interesting opportunities, particularly in light of the prevailing wisdom that fuels the drive toward alpha-beta separation and risk-budgeting allocation methodologies.
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.
Financial Planning March 1, 2008 Jane Li	What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more.
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 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.
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.
CFO April 1, 2005 Marie Leone	Gaining Currency? Currency is being billed as a source of higher returns for corporate pension plans. But sponsors remain skeptical.
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.
BusinessWeek September 13, 2004 Anne Tergesen	Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify.
The Motley Fool March 24, 2005 Josie Raney	Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk.
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
Financial Advisor July 2006 Milton Ezrati	Fixed-Income Conundrum After years in which investors were able to get adequate and attractive real returns with effectively no credit risk, the fixed-income market now offers little yield or potential return.
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.
Financial Planning November 1, 2006 Elizabeth O'Brien	Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam.
Financial Planning September 1, 2006 Craig L. Israelsen	Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are.
The Motley Fool July 30, 2007 John Rosevear	When Twice as Much Isn't Twice as Good The goal of asset allocation is to spread your investments among different classes of assets to achieve better overall performance with less volatility. How can you tell if your funds are really diversified?
BusinessWeek January 31, 2005	A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform
BusinessWeek May 2, 2005 Laura Cohn	Europe's Pension Plans: Switching Over To Hedge Funds More institutional investors are going for higher returns -- and higher risks.
Investment Advisor April 2006 Ben Warwick	The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients.
BusinessWeek August 15, 2005	Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.
HBS Working Knowledge August 23, 2004 Ann Cullen	New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom."
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 Advisor October 2005 David Reilly	Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
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 Planning August 1, 2005 Len Reinhart	Staying Active To fund boomers' later-life plans, advisers will need to change the way they think about active and passive portfolio management.
BusinessWeek December 12, 2005 Lewis Braham	Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does.
Registered Rep. February 1, 2006 Brad Zigler	Getting What You Pay For A risk consultant and finance professor has concluded that hedge funds are actually cheaper than has commonly been supposed and that mutual funds are more expensive than most have believed.
Investment Advisor April 2006 Joseph & Kurdas	Hedgeworld Hedge Fund Focus: Institutions Bypass Funds of Funds Increasingly, pension investments include direct allocations to hedge funds -- a long/short equity manager here, a couple of global macro managers there, or their current favorite -- multistrategy funds.
Investment Advisor March 2006 Kathleen M. McBride	Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk.
The Motley Fool October 12, 2007 Matt Koppenheffer	Quick Take: Stretching for Good News at Bear Stearns Bear Sterns recently announced that it was ranked in Alpha's inaugural top equity trading firms survey.
Financial Advisor March 2006 Brad Zigler	What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface.
Investment Advisor April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
Financial Planning November 1, 2006 Craig L. Israelsen	Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds.
BusinessWeek October 28, 2010 Gillian Wee	After Harvard, Money Manager Jack Meyer Is Still Hot Money manager Jack Meyer's investing strategies added billions to Harvard's endowment. With his hedge fund firm, Convexity Capital, he's breaking the curve again.
Investment Advisor January 2006 Callahan & Howard	Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.
The Motley Fool February 14, 2006 Shruti Basavaraj	Fools' First Loves: Vanguard Target Retirement Investing in funds doesn't have to stifle your portfolio. Think of it, rather, as a way to maximize your portfolio's returns.
Investment Advisor March 2007 Susan L. Hirshman	Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments.
Financial Advisor April 2007 Matthew M. Brandeburg	Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients.
Financial Planning July 1, 2005 Donald Jay Korn	How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image.
Investment Advisor April 2010 Robert J. Lindner	Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy.
Investment Advisor August 2009 Robert F. Keane	Asset Allocation This month's asset allocation numbers, with market outlook from Mark Balasa of the Alpha Group.