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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.
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.
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.
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?
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.
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.
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 March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
The Motley Fool November 11, 2005 Jim Mueller	Beta: The Alpha and Omega to Risk Analysis? To many people, beta is the be-all and end-all of risk analysis. Here, the author explores how beta is determined and then discusses its limitations and what else you should consider when looking at a company for investment.
The Motley Fool June 24, 2009 Selena Maranjian	Don't Rely on This Stock Measure Should you care about a stock's beta? It might be less of a meaningful sign of a great stock than you originally thought.
Financial Planning November 1, 2006 Craig L. Israelsen	Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds.
Financial Planning September 1, 2010 Craig L. Israelsen	Inverse Thinking Inverse thinking has great value in reducing portfolio drawdowns during bear markets.
The Motley Fool May 4, 2007 Zoe Van Schyndel	Trade Like a Hedge Fund Although this strategy is often used by hedge funds and applied to equities, you can also build your own 130/30 portfolio using ETFs.
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 November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
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.
The Motley Fool November 20, 2006 Dan Caplinger	It's All Greek to Me, Part 2 Although options can be complex and the math involved in pricing them fairly difficult to understand, this brief description of the terms and their uses should make you feel at least a little more comfortable.
Registered Rep. September 22, 2014 Brad Zigler	Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity?
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 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.
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.
Registered Rep. May 16, 2011 Brad Zigler	Paying Too Much For Alpha? A "two-and-twenty" arrangement -- two percent annual management fee and 20 percent of new profits -- is commonly charged by the hedgies. Pretty expensive stuff, that alpha.
Registered Rep. October 1, 2012 Brad Zigler	Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills.
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.
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.
The Motley Fool October 31, 2008 Karl Thiel	Want the Highest Growth? One way investors try to identify opportunities is by chasing beta, the measure of an asset's volatility against a broader index. The basic idea is to buy high-beta stocks when you expect the market to start rising.
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.
Financial Advisor March 2011 James Picerno	Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated.
On Wall Street October 1, 2008 Tim Knepp	Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.
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.
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.
Registered Rep. August 19, 2014 Brad Zigler	Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products.
Registered Rep. May 19, 2011 Brad Zigler	Actively Managed ETFs: A Little-Known Niche Market Up until now, active management in the ETF space has been mostly a niche market. That may soon change as the big fund players try to reach alpha-seeking investors and advisors.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
The Motley Fool July 7, 2005	The Scoop on Beta Beta can help you grasp a stock's volatility.
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.
Registered Rep. December 23, 2014 Brad Zigler	The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days.
The Motley Fool March 30, 2005 Chuck Saletta	Proving Wall Street Wrong No matter what the textbooks say, it's possible to beat the market with less risk by value investing.
Financial Advisor May 2010 James Picerno	Bodies In Motion A fresh look at an old idea: momentum investing.
Financial Advisor June 2004 Eric L. Reiner	Past Results Really May Indicate Future Returns Professors successfully apply statistical technique to picking mutual funds.
Registered Rep. March 24, 2015 Brad Zigler	Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money.
Registered Rep. December 30, 2010 Brad Zigler	New Meets Old: Measuring Gold Market Risk Is it just too late in gold's bull market to justify the risk of entry?
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.
Financial Planning May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
Financial Advisor September 2011 Brad Zigler	Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too?
The Motley Fool October 1, 2011 Alex Planes	How to Make Money in a Volatile Market Mitigate market mayhem with these consistent defensive stock superstars.
InternetNews November 16, 2009	Microsoft Office 2010 Beta Begins for Some Early access starts for a few early users, but the big question remains: When will the full beta begin?