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Financial Advisor
July 2012
Brad Zigler |
Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why.   |
Registered Rep.
August 19, 2014
Brad Zigler |
Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products. |
Investment Advisor
February 1, 2011
Vaughan Scully |
Replication Offers ETF Investors Hedge Fund Exposure Seeking to profit from the desire among investors to grab a piece of the hedge fund bonanza, ETF sponsors are now attempting to transfer their success in creating investment vehicles based on index replication to hedge funds. |
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. |
BusinessWeek
November 25, 2009 |
Alternative Investments for the Masses IndexIQ has six products on the market and a dozen more in the pipeline. It hopes to create a portfolio of low-cost, indexed alternatives that span hedge-fund replication, inflation tracking, merger arbitrage, and distressed investments |
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.
May 19, 2011
Brad Zigler |
Actively Managed ETFs: A Little-Known Niche Market Up until now, active management in the ETF space has been mostly a niche market. That may soon change as the big fund players try to reach alpha-seeking investors and advisors. |
Financial Advisor
September 2011
Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too? |
Registered Rep.
February 1, 2006
Brad Zigler |
Getting What You Pay For A risk consultant and finance professor has concluded that hedge funds are actually cheaper than has commonly been supposed and that mutual funds are more expensive than most have believed. |
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. |
Registered Rep.
April 28, 2015
Brad Zigler |
Futures Funds Hitting the Fences No surprise that managed futures (the actively managed futures portfolios) top this year's list of hedge fund strategies. |
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. |
Financial Planning
July 1, 2010
Craig L. Israelsen |
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. |
Registered Rep.
October 1, 2012
Brad Zigler |
Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills. |
BusinessWeek
November 25, 2009
Amy Feldman |
'Hedge Funds' for Everyone The market meltdown highlighted the risk of investing in only stocks and bonds. A new wave of funds make it easier for average investors to diversify. |
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. |
Registered Rep.
March 24, 2015
Brad Zigler |
Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money. |
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 5, 2014
Brad Zigler |
The Perils of Market Neutral Funds Market neutral strategies could prove more alluring now that the love affair with beta has waffled, but investors and their advisors need to be aware of potential pitfalls. |
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. |
Registered Rep.
July 26, 2012
Brad Zigler |
Managed Futures: Easier To Get, But Harder To Love Obama okays advertising by hedge funds and CTAs. What effect will this have on the investment vehicles? |
Financial Advisor
May 2004
Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
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. |
Financial Planning
May 1, 2011
Merk & Osborne |
Currency Play If clients take a more tactical, short-term approach to investing and are willing to accept a higher level of volatility, they may prefer ETFs or ETNs. Clients seeking diversification benefits over the medium and long term would likely prefer mutual funds. |
Financial Planning
February 1, 2006
Joan Warner |
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model. |
The Motley Fool
April 20, 2011
Eric Dutram |
Comparing Three Diversified Portfolio ETFs Keep your portfolio diversified! |
The Motley Fool
January 20, 2010
Alex Dumortier |
You Can Invest in This Top-Tier Hedge Fund U.K. hedge fund manager Marshall Wace, which manages over $5 billion in assets, is effectively dropping membership requirements with the planned launch of an exchange-traded fund that will replicate one of its flagship strategies. |
Registered Rep.
August 30, 2013
Bob Rice |
The Alternative Answer The most exciting, and rapidly developing, branch of liquid alternatives is the "smart beta" category, which provides easy, low-cost access to traditional hedge fund strategies. |
Financial Advisor
March 2008
Sydney LeBlanc |
Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night. |
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. |
The Motley Fool
May 12, 2008
Selena Maranjian |
Fees Count in ETFs, Too Keep looking at fees in your funds and seek out low ones. A slightly lower fee can make a world of difference to your bottom line. |
Registered Rep.
October 26, 2012
Brad Zigler |
Is It Prime Time for Event Driven ETPs? Portfolios pursuing event-driven (ED) strategies attempt to profit from mergers, restructurings, shareholder buybacks, tender offers, debt exchanges and private security offerings. There are some, but not many, event driven ETFs available. |
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. |
The Motley Fool
May 4, 2007
Zoe Van Schyndel |
Trade Like a Hedge Fund Although this strategy is often used by hedge funds and applied to equities, you can also build your own 130/30 portfolio using ETFs. |
Financial Advisor
September 2005
Jim Wiandt |
ETFs Open New Doors Opportunities abound as exchange traded funds (ETFs) expand to cover the the world. |
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. |
Financial Planning
March 1, 2008
Jane Li |
What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more. |
The Motley Fool
November 8, 2010
Michael Johnston |
7 Wildly Successful Active ETFs The ETF industry has grown a lot in recent years; here are some stable winners. |
Investment Advisor
March 2006
Jeff Joseph |
Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade. |
The Motley Fool
November 20, 2006
Dan Caplinger |
It's All Greek to Me Finance's unique combination of mathematical and social sciences makes the field a linguistic battleground among academics. As ways to express financial concepts, alpha and beta are relatively simple. |
Financial Planning
February 1, 2007
David E. Adler |
High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers. |
Financial Planning
October 1, 2008
April Recksiek |
Index Battle Investors who want to build an index-based portfolio have two viable mechanisms: index-based mutual funds and exchange-traded funds (ETFs). |
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 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? |
The Motley Fool
June 15, 2011
Michael Johnston |
Precious Metals ETFs: Finding the Best Fit Want more balanced exposure to precious metals? Consider these ETFs. |
Registered Rep.
December 23, 2014
Brad Zigler |
The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days. |
Registered Rep.
August 16, 2012
Brad Zigler |
Surfing the Yield Curve for Fun and Profit In their quest for alpha, hedge fund managers employ a number of market-neutral arbitrage tactics to exploit valuation differences between fixed income securities or contracts. |
Registered Rep.
June 29, 2015
Brad Zigler |
Tough Choices: Alternative Funds In 2015 Once available only to well-heeled investors through privately placed hedge funds, an increasing number of alternative investment strategies can now be found in mutual fund and exchange traded product wrappers. |
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. |
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. |
