Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

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 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.
Financial Planning September 1, 2011 Temma Ehrenfeld	The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios.
Registered Rep. April 25, 2011 Brad Zigler	Managed Futures Mainstreamed Changes in the regulatory scheme have since allowed the creation of lower-cost commodity-based mutual funds and exchange-traded products which can be marketed by Series 7 folk and RIA associates.
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.
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.
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.
Investment Advisor November 17, 2010 Baer & Baer	Strengthen Portfolios and Client Confidence Through Open Architecture The past two years have been a lesson in wealth preservation
Financial Advisor July 2011 Virginia Munger Kahn	Natural Selection Are futures or natural resource stocks the best way to get commodity exposure?
Financial Planning November 1, 2012 Allan S. Roth	Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.
Financial Advisor October 2005 David Reilly	Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.
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 Planning September 1, 2007 Donald Jay Korn	Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
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.
Financial Planning September 1, 2009 Geoff Considine	Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide.
Financial Advisor July 2011	Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios.
Registered Rep. September 20, 2013 Brad Zigler	Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along.
On Wall Street October 1, 2013 Jeff Tjornehoj	Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers.
Registered Rep. August 16, 2010 Brad Zigler	Commodity Funds or Commodity Exchange-traded Products? The tumult in the equities markets has forced a lot of investors and advisors to consider diversifying their portfolios with alternative asset classes.
Registered Rep. February 7, 2012 Diana Britton	Yield of Dreams: Managed Futures for Crisis Alpha, But What About the New Normal? The majority of managed futures managers are trend followers, meaning they react to price movement and ride trends. They don't try to make a prediction about where the markets are headed. The hard part is knowing you're in a trend when it's happening.
Investment Advisor April 2010 Robert J. Lindner	Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy.
Investment Advisor June 2010 Bob Clark	Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.
Financial Planning March 1, 2005	Mutual Fund Monitor Commodities futures have unique diversification properties and, on average, perform well whenever stocks and bonds have done poorly.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
Investment Advisor January 1, 2011 Ben Warwick	Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.
BusinessWeek May 14, 2007 Lewis Braham	A Two-Way Wager On Commodities Rydex' new fund allows investors to play the ups and downs of the futures market.
Investment Advisor January 1, 2011 Alan Snyder	Investing in Commodities and Futures Can a commodities index compete with actively managed accounts?
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 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.
Financial Advisor January 2007 Joel Bruckenstein	G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients.
Registered Rep. June 9, 2011 Nate Wendler	AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research.
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?
Financial Planning May 1, 2013 Craig L. Israelsen	Alternative Investments With the Best Payoff Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely.
Registered Rep. December 22, 2009 Stan Luxenberg	Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification.
Financial Planning September 1, 2011 Bob Veres	Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field.
Financial Planning May 1, 2005 Litman & Gregory	Mutual Fund Monitor Here is a brief run-through of our defensive fat-pitch asset classes: Commodity futures... Foreign bonds... etc.
The Motley Fool August 2, 2010 Michael Johnston	3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs.
Financial Advisor May 2009 David J. Drucker	Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?
The Motley Fool February 23, 2010 Amanda B. Kish	Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon.
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.
Financial Planning October 1, 2013 Ilana Polyak	Fund Bracing for Market Shocks Managed futures have lost some of their luster, but AQR makes a compelling case for the category.
On Wall Street October 1, 2011 Tom Roseen	The Global "Go Anywhere" Funds Investors have not given up on equity funds entirely, generally injecting net new money primarily into world equity funds, mixed-asset funds, and select commodity funds.
Real Estate Portfolio May/Jun 2007 Dees Stribling	The Dawning of Derivatives REIT and real estate derivatives are introduced as a new financial tool in the real estate world.
The Motley Fool April 29, 2005 Tom Taulli	Playing Commodities With ETFs Commodities are booming. But it's sometimes hard for individual investors to participate. ETFs can make things easier.
Financial Advisor May 2010 James Picerno	Bodies In Motion A fresh look at an old idea: momentum investing.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Registered Rep. September 1, 2015 Brad Zigler	Doing the Math on Liquid Alts' Five-Year Track Record If you've been reading these pages for very long, you've likely learned that there are a lot of choices in the alternative investment space.
Financial Advisor May 2005 Marla Brill	Commodities Go Mainstream Until recently the high costs and complexity associated with commodity investing kept many investors away. But now, new products make it easier to get a pure play on commodity prices.