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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 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. |
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. |
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. |
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. |
Financial Advisor April 2008 Eric L. Reiner |
Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year. |
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. |
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. 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. |
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. |
Financial Advisor February 2004 Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
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. |
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 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? |
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 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 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. |
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 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 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 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. 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. |
HBS Working Knowledge October 6, 2003 D. Quinn Mills |
The Problem with Hedge Funds Hedge funds are the New Big Thing -- and that's bad for the average investor, says professor D. Quinn Mills. An excerpt from Wheel, Deal, and Steal. |
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. |
Entrepreneur April 2007 Scott Bernard Nelson |
Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research. |
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. 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. |
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. |
Financial Advisor November 2008 Eric Rasmussen |
Draining The Swamp 2008 has been said to be the worst year for hedge funds in two decades. |
BusinessWeek December 17, 2009 Tara Kalwarski |
Alternative Assets for the Masses More private equity and hedge-fund-like products are being aimed at individual investors. Should they jump in now that they have the chance? |
Investment Advisor January 2006 Jeff Joseph |
Hedgeworld Hedge Fund Focus: Full Speed Ahead for Hedge Funds SEC regulation, demand for additional transparency, and tales of occasional fraud are but speed bumps on a trajectory that could see hedge fund assets quadruple by the end of the decade. |
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. |
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. |
Financial Advisor July 2010 Jeff Schlegel |
Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility. |
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. |
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. |
Investment Advisor January 2008 Jeff Joseph |
The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets. |
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 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. |
Investment Advisor September 2007 Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds. |
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 October 2011 Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
BusinessWeek December 20, 2007 Matthew Goldstein |
Hedge Fund Wannabes Hedge fund replicators mimic the high-risk portfolios at a fraction of the cost - but results are mixed so far. |
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 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. |
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. |
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. |