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BusinessWeek February 25, 2010 |
How Hedges Work Here are how the two most common hedging strategies work. |
Knowledge@Wharton |
Hedging Their Risk: Creating a Market for Managerial Stock Options Given the recent volatility in the stock market and the amount of equity top managers often hold, it's not surprising that executives are taking steps to minimize their risk, say Wharton researchers... |
CFO June 1, 2003 Ronald Fink |
Natural Performers Companies are increasingly relying on natural hedges to juggle currency risks. They are forsaking derivatives and matching revenues and costs for the same currency or offsetting losses in one currency with gains in another. |
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. |
BusinessWeek February 25, 2010 |
Hedging Their Bets These two examples of well-known companies show how share prices often drop after top managers hedge. But the details surrounding each hedge can be complicated and hard to interpret. |
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. |
On Wall Street October 1, 2010 Jaime Levy Pessin |
The Multi-Million Dollar Tax Hit For some high-net-worth clients, a complex tax deferral strategy, known as prepaid variable forward contracts, seems to have caused more problems than it solved. |
The Motley Fool June 24, 2011 Dan Caplinger |
Outsmart Those Hedge Fund Hotshots See what the pros thought of your favorite stocks. |
Financial Planning July 1, 2005 David A. Twibell |
Too Much of a Good Thing To avoid considerable risk, clients with a large part of their wealth tied up in one company's stock need to diversify or hedge these concentrated positions. |
CFO October 1, 2006 Alix Nyberg Stuart |
Are Your Secrets Safe? A shift in banks' business model raises questions about conflicts. |
The Motley Fool July 15, 2004 Tim Beyers |
SEC Hedges on Funds The Securities and Exchange Commission (SEC), in a hotly contested battle, chose to force more regulation on the fund industry. A new rule requires hedge funds to register. |
The Motley Fool November 21, 2008 Rich Duprey |
Hedge Funds Ask: Where's the Love? It's been a long, strange trip since the hedge fund industry's summer-of-love confab. |
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? |
Real Estate Portfolio Sep/Oct 2004 Ilana Polyak |
Hedging Their Bets Hedge funds increasingly look to REITs, but should investors look at hedge funds? |
CFO August 1, 2012 Vincent Ryan |
The Hedge That Wasn't JPMorgan Chase's $2 billion trading miscue is a costly lesson in how not to protect against potential losses. |
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. |
BusinessWeek February 6, 2006 Emily Thornton |
More Heat On Hedge Funds As if there weren't enough controversy surrounding hedge funds, now the Securities & Exchange Commission is investigating suspicions that fund employees are engaging in insider trading. |
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. |
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. |
Wall Street & Technology January 5, 2005 Maria Santos |
The Cost of Compliance The U.S. Securities and Exchange Commission has come under scrutiny again following the adoption of a recent rule regarding hedge funds. |
The Motley Fool December 19, 2011 Travis Hoium |
Who Really Gets Rich Off Investment Banks? The answer may surprise you. |
Investment Advisor July 2008 Melanie Waddell |
SEC Chairmen of Yore Speak Six former SEC chairmen pointed to quite a few regulatory challenges that loom large -- namely globalization of the world markets, the burgeoning market for complex synthetic securities, and the continued growth of 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? |
The Motley Fool December 11, 2008 Liz Peek |
Copycat Selling Maroons Investors as Hedge Funds Cash In There were more than 8,000 hedge funds operating at the start of 2008. How many will survive? |
CFO May 8, 2006 Linda Corman |
Lost in the Maze Problems with hedge accounting caused a wave of restatements in 2005. Are FASB's rules too hard to follow, or are companies simply too lax? |
BusinessWeek October 22, 2007 Goldstein & Henry |
Bear Bets Wrong Two Bear Stearns hedge funds soared by specializing in exotic securities and unorthodox practices. Then they imploded and helped set off a global credit market meltdown. |
The Motley Fool January 12, 2006 Chuck Saletta |
Dueling Fools: Options Bear Hedging, speculation, and arbitrage are fabulous processes enabled by options. Unfortunately, in their other big use -- as part of executives' compensation programs, options often cause more problems than they're worth. |
The Motley Fool August 10, 2007 Matt Koppenheffer |
Welcome to the Hedge Fund Maelstrom Who will get sucked down next? As the volatility in the hedge fund market increases, more hedge funds are claiming big losses on the year. Some have taken bad enough losses to discuss closing out funds. |
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. |
BusinessWeek March 12, 2007 Matthew Goldstein |
Homing In On Trading Abuses Do allegations that a UBS worker sold info to hedge funds signal a growing problem? |
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. |
BusinessWeek October 20, 2003 Dwyer & Thornton |
Mutual Funds Feel The Heat Did they feed information to hedge funds, brokers, and others? |
Registered Rep. December 19, 2011 Alan Lavine |
Reps Face Insurance Challenges in 2012 Financial advisors are increasingly concerned about the financial strength of the insurance companies whose products they sell. |
BusinessWeek December 27, 2004 Emily Thornton |
Hedge Funds Find An Escape Hatch The loophole: Locked-up funds don't require oversight. That means more risk for investors. |
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. |
BusinessWeek July 19, 2004 Borrus & Dwyer |
Lobbying For Laissez-Faire Hedge funds are pouring money into campaign coffers in the U.S. to stop SEC regulation. |
Investment Advisor August 2006 Melanie Waddell |
The Playing Field: Will the SEC Appeal? Hedge fund advisor registration has been an extremely contentious issue. Some feel there will be grave consequences for the SEC and the investing public should the House bill requiring registration be shot down. |
Investment Advisor October 2006 Melanie Waddell |
A Boon For Hedge Funds? The new Pension Act makes it easier for pension funds to invest in hedge funds. |
Financial Advisor October 2011 Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
The Motley Fool November 29, 2011 Travis Hoium |
Behind the Scenes of the Market: How Hedge Funds Trade There are a million strategies hedge funds use to make money. Here are a few of the most common. |
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 May 2010 Alan Lavine |
Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses. |
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 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. |
Registered Rep. January 9, 2007 John Churchill |
To Hedge Gets Harder The SEC proposed a rule in December that would raise the net worth requirements of investors in hedge funds to $2.5 million from $1 million, not including the value of one's home. |
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. |
U.S. Banker December 2004 Lee Conrad |
Compliance: Hedge Fund Registration Sparks Broad Criticism The Securities and Exchange Commission's decision to register most of the estimated 8,350 hedge funds is drawing heavy criticism from the business community and some government officials. |
Investment Advisor June 2008 Melanie Waddell |
A Long, Hot Regulatory Summer Rules from the SEC on credit ratings agencies, 12b-1, soft dollars, and hedge funds |
The Motley Fool January 12, 2006 Rich Duprey |
Will the SEC Trim the Hedges? As hedge funds are immersing themselves even more in mergers and acquisitions, a field that is fast approaching $1 trillion a year, it's not surprising that they will now also find themselves under closer scrutiny by regulators. |
The Motley Fool June 26, 2006 S.J. Caplan |
Hedge Funds Rule! A federal court strikes down the new "hedge fund rule." The spotlight now shines on the current SEC chairman, Christopher Cox. |