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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. |
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. |
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. |
Financial Advisor April 2010 Jeff Schlegel |
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence. |
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. |
Financial Advisor May 2004 Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
Investment Advisor September 2007 Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds. |
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? |
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. |
Financial Planning December 1, 2007 Donald Jay Korn |
Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money. |
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. |
Registered Rep. January 8, 2010 Halah Touryalai |
A Hedge Fund Resurgence There is legislation in Congress that would require hedge funds to make greater disclosures about the details of their operations. The increased regulation coupled with a recent uptick in hedge fund performance will likely entice some advisors to put their clients back into hedge funds. |
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? |
Financial Planning December 1, 2008 Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
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. |
Financial Planning February 1, 2005 Kristen French |
Hedge Funds' Surprising Appeal Independent broker-dealers are adding them at a time when the funds' returns are declining. |
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. |
Financial Advisor February 2004 Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
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. |
Investment Advisor June 2010 Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. |
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. |
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. |
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? |
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. |
The Motley Fool November 15, 2005 |
Hedge Funds, Explained While the word "hedge" might conjure up images of investors cautiously hedging their bets, hedge funds are often extra-risky, extra-volatile investment vehicles that demand huge up-front investments, sometimes in the millions. |
Registered Rep. September 30, 2011 Diana Britton |
When Investing in Hedge Funds, Don't Aim For Home Runs Hedge funds and other alternative strategies can provide a reasonable rate of return and lower or negative correlations to stocks and bonds, but they can also carry greater risk. |
Registered Rep. March 1, 2003 David Geracioti |
In Praise of Gains, Any Gains Hedge funds are not the daredevil investment vehicle that they're made out to be. In fact, they might very well be an essential component of a bear market portfolio. |
On Wall Street October 1, 2010 Neil O'Hara |
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds. |
Financial Advisor February 2009 Ray Fazzi |
Clean Alternatives A longtime skeptic of the hedge fund industry, Thomas Meyer, CEO of Meyer Capital Group in Marlton, N.J., uses a more transparent path to alternative investments: open-end mutual funds. |
Financial Planning June 1, 2007 Steve Savage |
Consider the Alternatives Think twice before pitching hedge funds and private equity to your financial advisory clients. |
Registered Rep. April 6, 2011 Diana Britton |
Do-It-Yourself Advisors Launch Alternative Funds As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand. |
Financial Advisor August 2007 Marla Brill |
Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format. |
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. |
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. |
Financial Advisor December 2008 |
Frontline News News of interest to the financial advisory industry: Will there be a run on hedge funds?... "Inside Commodities" conference... Schwab is top RIA segment... Pension tension... |
Registered Rep. March 1, 2005 Neil O'Hara |
Dearth of Easy Pickings? Now that retail investors are able to partake of hedge funds in unprecedented numbers, some are calling hedge investing a bubble about to be popped... Largest SEC Registered Funds of Funds... Hedge Fund Index Performance... |
Financial Advisor June 2005 Eric L. Reiner |
Insurance Companies Work Hedge Funds Into Their Act Wrapping hedge funds in private life or annuity products affords tax deferral, or in the case of insurance, tax-free gains via the death benefit. |
Registered Rep. August 7, 2014 Megan Leonhardt |
Ten Charts That Explain What Advisors Think of Hedge Funds Overwhelmingly, advisors consider hedge funds an alternative investment, increasingly a generic catch-all term for anything that is not a mainstream liquid security. |
Registered Rep. July 6, 2006 Kevin Burke |
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. |
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. |
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 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. |
Investment Advisor August 2005 Jeff Joseph |
Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance. |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Financial Advisor July 2010 Jeff Schlegel |
Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility. |
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... |
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. |
Financial Advisor October 2011 Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
Financial Advisor March 2006 Marla Brill |
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors. |
Investment Advisor April 2007 Michael S. Fischer |
Behind the Curtain RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue this trend. However, not all advisors, much less their clients, are comfortable with alternatives. |