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Investment Advisor December 2007 Jeff Joseph |
130/30 Market May Open Up With a growing demand from investors and, so far, little competition from hedge fund managers, it appears the sky is the limit for traditional portfolio managers in the 130/30 space. |
Registered Rep. August 1, 2007 |
60 Seconds A short interview with Mike Coffey about 130/30 mutual funds, Mainstay's latest offering for advisors and an emerging trend among asset managers. |
Financial Planning December 1, 2009 Donald Jay Korn |
Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises. |
The Motley Fool March 2, 2005 |
Hedge Funds Explained While the word "hedge" conjures up images of investors cautiously hedging their bets, hedge funds are often extra-risky, volatile investment vehicles that demand huge upfront investments, sometimes in the millions. |
BusinessWeek July 9, 2007 |
In Defense Of Hedge Funds A high-net-worth investment adviser takes on those who say the glory days of hedge fund investment opportunities are over. |
Wall Street & Technology April 26, 2007 Larry Tabb |
Today's Money Managers Are Leveraging Funds Into Alternative Investment Products The number of short positions will increase as more fund managers employ leverage. Traditional buy-side managers would need the technology and risk management expertise to effectively manage these more-leveraged positions. |
On Wall Street October 1, 2009 Elizabeth Wine |
Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk. |
Wall Street & Technology February 18, 2008 Cory Levine |
Stock Exchanges and ECNs Fight for Liquidity The newer and faster electronic connectivity networks are leveraging aggressive pricing models to quickly catch up to their established exchange counterparts. |
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. |
The Motley Fool June 2, 2006 John Finneran |
Hedge Fund Wizards Money managers cast spells over the market -- and reap huge rewards. Hedge funds operate in a haze. Penetrating how they earn returns and take risks is tough, but is a good exercise for investors. |
Financial Planning December 1, 2005 Marshall Eckblad |
Hedge Funds Behind the Curtain New research shows the theoretical underpinning of a potential future line of mutual funds that will offer various hedge fund strategies to average investors. |
Financial Advisor November 2003 Leola Ross |
Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management. |
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 February 2009 Beth Piskora |
The Long and the Short of It As 2008 played out, filled with bad news from the hedge fund industry, the practice of shorting stocks -- a popular hedge fund strategy -- got dragged through the muck. But many investment pros continue to believe shorting makes sense, some of the time, for some investors. |
Investment Advisor October 2009 |
The Soapbox: What You Need to Know About Hedge Fund Conversions Not all hedge funds can be seamlessly converted into mutual funds. |
Wall Street & Technology June 2, 2007 Melanie Rodier |
TABB Names Linderman Senior Research Analyst Jeffrey Linderman has joined TABB Group as a senior research analyst. Previously, Linderman was VP and equity derivatives product controller at KBC Alternative Investment Management. |
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. |
Financial Planning June 1, 2007 Steve Savage |
Consider the Alternatives Think twice before pitching hedge funds and private equity to your financial advisory clients. |
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. |
Financial Planning July 1, 2006 Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. |
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. |
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. |
Registered Rep. March 1, 2005 Stan Luxenberg |
Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options. |
The Motley Fool May 17, 2007 Selena Maranjian |
How Ridiculous Is $14 Billion for Hedge Funds? Are the steep fees worth it, or are there better, cheaper alternatives to hedge fund investing? Such as top-notch mutual funds. |
Financial Advisor February 2004 Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
Investment Advisor October 2007 Ronald W. Roge |
To Hedge or Not to Hedge The underlying premise of hedge funds, to reduce volatility in a portfolio, is not in itself flawed. What can we do, as fiduciaries, to use them to achieve the performance necessary to meet our clients' long-term financial objectives? |
Registered Rep. November 1, 2002 Dave Tsujimoto |
In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds. |
Knowledge@Wharton February 26, 2003 |
The Perils of Hedge Fund Regulation Hedge fund products are increasingly available to a broader audience than previously had access to this asset class. A barrage of news reports focused on hedge fund fraud and blowups raises the idea that regulation might provide a useful fix. So should hedge funds be regulated? No. |
Wall Street & Technology October 29, 2008 Penny Crosman |
U.S. Hedge Funds to Cut IT Spending 40%, to $882 Million New Tabb study finds hedge funds will make drastic IT cutbacks, although more than 75% want to trade multiple asset classes electronically. |
The Motley Fool September 11, 2006 Zoe Van Schyndel |
Hedge Fund Wannabes If you have champagne tastes but a beer budget, hybrid mutual funds can represent a practical way to get hedge-fund-like exposure. Templeton Global Long-Short... Diamond Hill Focus Long/Short... Hussman Strategic Growth... |
Financial Advisor May 2004 Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
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. March 1, 2005 Chris O'Leary |
The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises. |
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. |
Registered Rep. June 15, 2009 Kristen French |
Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments. |
Wall Street & Technology May 15, 2006 Anthony Guerra |
The Best of Both Worlds Consumers often face a difficult decision choosing between two similar items. It's only natural, then, that the manufacturer of each product would try to adopt the best features of the other. Such seems to be the case these days with mutual funds and hedge funds. |
Registered Rep. April 1, 2006 John Churchill |
Little Bulls Hedge fund managers, small ones at least, say the U.S. economy should have a flat to upbeat year in 2006, according to a survey released in March. |
BusinessWeek December 20, 2004 Anne Tergesen |
Funds: Going The Hybrid Route Mutual funds that ape hedge-fund tactics can help you profit from a tepid market. Unfortunately, some hybrid funds with strong track records are closed to new investments. Still, some good opportunities remain. |
The Motley Fool August 29, 2007 Matt Koppenheffer |
Hedge Funds Are Here to Stay The hedge fund industry has been broadsided recently by erratic markets, as well as major losses for some funds. Getting negative on the entire industry may be misguided, though. Not all hedge funds will be successful, but the top ones will continue to be a major force in the markets. |
Financial Advisor February 2007 Thomas M. Kostigen |
Firm Offers Reps Their Own Hedge Funds Independent broker-dealer First Allied's program raises questions about risk and conflicts. |
Financial Advisor November 2003 Alan Lavine |
Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company? |
Registered Rep. February 1, 2011 Stephen Roseman |
Hedge Fund Myths Mean Missed Opportunities Misperceptions about what hedge funds do need to be set straight. Individuals won't be able to make educated investment decisions about them unless they understand what they are -- and are not. |
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. |
Financial Planning February 1, 2011 Joseph A. Tomlinson |
Send in the Clones The introduction of low-cost clone hedge funds, constructed from exchange-traded funds by using quantitative investing techniques, may let Main Street enjoy hedge fund-like results. |
Financial Advisor March 2005 Cohen & Overgard |
So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor. |
Registered Rep. February 20, 2006 Kevin Burke |
MFS Chairman Blasts Hedge Funds at NICSA Confab The chairman of fund complex MFS Investment Management is calling for the formation of a task force to overhaul performance reporting for hedge funds. |
Registered Rep. October 1, 2005 |
Hedge Funds Set to Boil Investors looking to beat the average returns of the market will be heading to hedge funds and funds of hedge funds even more in the future, says new research. |
Investment Advisor December 2005 Savita Iyer |
Transatlantic Teachers Hedge funds are big news in the U.S., but old news in Europe. What can we learn from Europe's approach to hedge funds? |
Registered Rep. August 26, 2011 Stan Luxenberg |
Hedge Funds Now Going for Institutional Money Instead of HNW Individuals While hedge funds once catered primarily to wealthy individuals, now the main clients are pensions and institutions. That shift is forcing hedge funds to change the way they operate. |
Financial Planning August 1, 2011 Suzanne McGee |
Hedging the Risk It's hard for most advisors to undertake the level of due diligence required to figure out which hedge fund managers can genuinely add alpha, and which ones are breaking the law. |