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Financial Advisor November 2006 Gail Liberman |
Hedging Real Estate Ways to hedge a client's real estate are coming out of the woodwork. But are the newest real estate derivative products worth using for 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. |
Wall Street & Technology March 19, 2007 |
Finding Liquidity in Derivatives Instruments Is Traders' Biggest Challenge Despite substantial growth in derivatives trading in recent years, much of equity derivatives volume is concentrated in the most-liquid contracts. |
Financial Advisor April 2004 Pauline P. Lam |
What You Should Know About Commodity Indexes Direct commodity investment has a place in every investment portfolio. |
Financial Planning June 1, 2012 Craig L. Israelsen |
Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification. |
U.S. Banker June 2007 Rebecca Sausner |
Real Estate Futures Gain Momentum In the U.S. Seven investment banks have licensed the National Council of Real Estate Investment Fiduciaries' Index. |
FDIC FYI March 26, 2003 |
Derivatives Risk in Commercial Banking Derivatives serve an essential role in the U.S. and world economies but also present certain risks to the deposit insurance funds. This article explains what these risks are and describes how they are managed within commercial banking. |
Financial Planning December 1, 2005 Donald Jay Korn |
Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities. |
Financial Advisor May 2006 Louis Stanasolovich |
Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market. |
BusinessWeek February 19, 2007 Joseph Weber |
The Triumph Of 'Pork-Belly Crapshooters' Chicago has emerged as a financial hub in its own right - with plenty of other cities coming on strong. |
The Motley Fool October 26, 2006 Dan Caplinger |
What's Fair Value? Confused by market jargon? Here's the simple scoop. The term fair value refers to a relationship that exists between stocks and stock futures. |
Financial Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Real Estate Portfolio Special Issue 2005 Christopher M. Wright |
Global REIT Indexing--The Shape of Things to Come An interview with two industry experts on the impact of indexing on global real estate to raise the profile of the FTSE EPRA/NAREIT series among investors worldwide. |
The Motley Fool April 26, 2005 Stephen D. Simpson |
Chicago Merc: Bet With the House Increased commodity trading volume continues to fuel impressive growth at the Chicago Mercantile Exchange. Investors, take note. |
BusinessWeek May 28, 2007 Frederik Balfour |
Can China Defuse Its Stock Market? Index futures might create stability, but Beijing fears they could prick the bubble. |
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. |
Real Estate Portfolio May/Jun 2006 Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. |
Knowledge@Wharton February 12, 2003 |
The Changing Use of Derivatives: More Hedging, Less Speculation High-risk gambles like those that torpedoed Orange County, Gibson and P&G are far less likely than conservative plays meant to hedge against loss in underlying markets such as energy, commodities or currencies. |
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. |
Entrepreneur October 2006 Scott Bernard Nelson |
Risky Realty Real estate professionals and institutional investors see benefits in housing futures. But Dick and Jane Homeowner, use caution. |
Financial Advisor July 2011 Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? |
Financial Planning April 1, 2010 Paul Menchaca |
Derivatives Return As much as derivative products have been shunned as 'weapons of mass destruction,' certain derivatives may become more important as investors discover their value as a way of potentially limiting or focusing risk exposure. |
Investment Advisor September 2009 James J. Green |
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. |
Financial Advisor August 2004 Pauline P. Lam |
Commodity Investments Help Diversify Portfolios A new tool--resampled efficiency--helps create optimal allocations. Investors can gain exposure to commodities by investing in commodity index or individual commodity futures contracts. A third option is mutual funds. |
Financial Advisor September 2010 Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
U.S. Banker August 2001 John Hackett |
Credit Derivatives Hit a Snag After years of booming growth, the market in these hedging tools dropped in the first quarter, but the consensus is that they're too good to keep down. Includes statistics on the biggest bank participants. |
Wall Street & Technology June 4, 2004 Ivy Schmerken |
Credit-Index Trading Takes Off Buy-side interest in two rival credit-derivatives indices is forcing dealers to adopt electronic trading to keep pace. |
Financial Advisor April 2006 Matt Hougan |
Rolling With Commodities Commodities can play an important role in a portfolio, and the much-anticipated Deutsche Bank commodities ETF can be a good vehicle to add them. But with oil deeply in contango, and expenses still on the high side, a shade of extra care is needed. |
The Motley Fool April 19, 2007 S.J. Caplan |
CBOT Sitting Pretty The Chicago Board of Trade's parent posts impressive first-quarter earnings. Investors, take note. |
Finance & Development June 1, 2006 Angel Ubide |
Demystifying Hedge Funds In an effort to soothe worries about transparency and supervision, public authorities are trying to develop new approaches to meet the public's need for financial system stability and investor protection while enabling investors to enjoy the benefits that hedge funds bring to financial markets. |
The Motley Fool September 2, 2005 Dean Paton |
Keeping an Eye on Refco The IPO roster includes companies benefiting from the commodity boom. Among them, Refco is one to watch. |
Wall Street & Technology April 22, 2008 Ivy Schmerken |
Buy Side Seeks Independent Valuation Providers for OTC Derivatives After Credit Crisis With the credit markets in turmoil over OTC derivatives valuations, buy-side firms are tapping vendors to avoid the conflict of interest inherent in broker-determined prices. |
Wall Street & Technology March 25, 2008 Ivy Schmerken |
InterContinental Exchange Acquires Yellow Jacket Software to Expand its Electronic Trading of OTC Derivatives Exchanges are moving into OTC derivatives as these instruments become more standardized and can trade on exchange-like electronic platforms. |
Financial Advisor November 2012 Tom Lydon |
It's Not Too Late For REIT ETFs The sector should continue to show strength, as long as job growth supports higher rents and tenant demand. |
On Wall Street March 1, 2012 Dave Lindorff |
The Rich Rush to REITS One thing you can say about the 1%: They know a bargain when they see one. |
On Wall Street January 1, 2009 Gwen Moran |
Do Derivatives Need More Oversight? These securities have gotten a bad rap but new legislation may do more harm than good. |
Investment Advisor March 2010 Robert J. Lindner |
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk. |
The Motley Fool July 25, 2007 S.J. Caplan |
Profit From Credit Default Swaps Credit default swaps are privately negotiated contracts between institutional investors which are based on corporate bonds. How can you profit from them? |
The Motley Fool March 14, 2005 Tom Taulli |
Diversity in Derivatives Derivatives are key for many financial institutions and corporations. GFI understands how to make money from them. The proof is in the earnings. |
U.S. Banker March 2002 Man Yin Li |
Transfer That Risk! With more and more bankruptcies and defaults, many banks can protect themselves with credit derivatives. There are dangers in using them, but if used intelligently, they can be a boon to many banks... |
Investment Advisor January 1, 2011 Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? |
Financial Advisor July 2006 Sydney LeBlanc |
Derivative Use In SMA Portfolios Advisors searching for unique and suitable strategies for SMA clients may find that using derivatives to implement risk management in their portfolios is another way of adding real value as well as portfolio protection in uncertain market environments. |
The Motley Fool April 28, 2004 Mark Mahorney |
The Allure of Merc Markets Extreme economic volatility adds to the viability of the Chicago Mercantile Exchange. Is the exchange's stock a good buy? |
Wall Street & Technology November 26, 2007 Ivy Schmerken |
Demand for Quants Heats Up on Wall Street But Recruitment is Hard As Wall Street trading becomes more mathematical and firms look to revamp their risk management systems, the demand for quantitative skill sets is never ending. |
Financial Advisor August 2009 Jeff Schlegel |
Seeking Alternatives Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios. |
On Wall Street May 1, 2011 Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
BusinessWeek October 25, 2004 Laura Cohn |
Striking Gold In Commodities Some pension funds have made outsize returns, but how safe is the market? |
CFO September 1, 2003 Hilary Rosenberg |
Compromising Positions Will credit derivatives encourage more lending, or will they harm the interests of borrowers? |
CFO October 1, 2009 Randy Myers |
Boxed In The government's push to standardize over-the-counter derivatives could severely disrupt corporate hedging programs. |
The Motley Fool July 16, 2010 Dan Caplinger |
Stop Demonizing Derivatives Derivatives didn't kill Wall Street; financial institutions did. |