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

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. 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.
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.
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 Advisor July 2012 Brad Zigler	Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why.
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.
Registered Rep. April 2, 2014 Brad Zigler	Are Managed Futures ETFs The Best Commodity Play? The question advisors and investors seeking commodity exposure now face is, "Active or passive?"
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.
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.
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.
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.
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.
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 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.
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.
Investment Advisor September 2007 Michael S. Fischer	Getting In How to gain access to private equity, managed futures, and hedge funds.
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.
The Motley Fool January 17, 2007 Zoe Van Schyndel	A Farming Fund Sprouts Up If you want to farm the market by investing in agricultural commodities, PowerShares DB Agriculture Fund is one way to accomplish that, but be aware of this fund's complexity and the potential for a wild ride.
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.
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 July 2011 Virginia Munger Kahn	Natural Selection Are futures or natural resource stocks the best way to get commodity exposure?
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. March 1, 2003 Eric Uhlfelder	Managing the Future For those still willing to make some moves, commodity trading advisor programs (CTAs), also known as managed futures, can be an attractive alternative to equities. By their very nature, commodity funds excel during bouts of volatility.
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. 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.
Registered Rep. May 16, 2011 Brad Zigler	Paying Too Much For Alpha? A "two-and-twenty" arrangement -- two percent annual management fee and 20 percent of new profits -- is commonly charged by the hedgies. Pretty expensive stuff, that alpha.
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. May 1, 2008 Brad Zigler	How To Play The Agriculture Game Commodities' popularity with retail investors ebbs and flows with the inflation cycle. Should you invest in the stocks of companies involved in commodity production, ETFs, or futures?
Investment Advisor January 1, 2011 Alan Snyder	Investing in Commodities and Futures Can a commodities index compete with actively managed accounts?
Financial Planning June 1, 2012 Kristen Capuano	The Big Idea: Fighting Contango For investors and advisors eager to add to or adjust their commodity allocations, the contango-fighting approach of a next-generation commodity product may be worth a closer look.
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 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.
Registered Rep. December 31, 2012 Brad Zigler	Eight Novel ETFs Looking to Break Into 2013 These proposed funds run the gamut from simple to complex. All are intriguing.
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 February 2007 Matt Hougan	Dancing The Contango The commodities market has investors singing the blues, but a new note leads some to follow the beat of a different drummer. Whatever happens with commodities in 2007, we know one thing for sure: Advisors will be watching.
Financial Planning November 1, 2006 Donald Jay Korn	Hard Choices Exchange-traded funds and notes provide more options for financial planners who want exposure to commodities.
Registered Rep. April 19, 2011 Brad Zigler	The Error of ETP Ways Investors and their advisors are often surprised by the disparate results obtained from their exchange-traded note and fund allocations.
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 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.
The Motley Fool May 16, 2007 Zoe Van Schyndel	It's a Gas: The First Natural Gas Fund The first natural gas fund, United States Natural Gas Fund offers diversity -- and volatility.
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. 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.
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.
BusinessWeek May 1, 2006 Aaron Pressman	A High-Risk Diet For Investors Why a portfolio full of commodities may not be the best hedge against inflation.
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.
Financial Advisor April 2004 Pauline P. Lam	What You Should Know About Commodity Indexes Direct commodity investment has a place in every investment portfolio.
Investment Advisor October 2008 Jeff Joseph	More Hedge Fund Closures Likely The closure of Ospraie Management's flagship hedge fund is likely to be the first of several such failures, as a slump in commodities and a spike in financial stocks catch out funds with hard-to-sell positions.
Financial Planning August 1, 2012 Joseph Lisanti	Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it.
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.
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.