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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.
Registered Rep. September 22, 2014 Brad Zigler	Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity?
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 Planning August 1, 2006 John Nersesian	The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients.
Registered Rep. January 1, 2003 Jason Van Steenwyk	Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients.
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?"
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. 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. 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.
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 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. 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. February 3, 2015 Brad Zigler	Where Is The Hedge? Only one alternative class beat the S&P 500 Index in 2014. Of course, alternatives, or "alts," aren't meant to replace core holdings, only to augment them.
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.
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. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
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 July 2012 Brad Zigler	Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why.
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.
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. 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.
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 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. February 24, 2015 Brad Zigler	Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy.
Registered Rep. December 30, 2010 Brad Zigler	New Meets Old: Measuring Gold Market Risk Is it just too late in gold's bull market to justify the risk of entry?
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.
The Motley Fool December 5, 2006 Dan Caplinger	Stay Sharpe As a way to incorporate risk into your investment analysis, the Sharpe ratio does a good job of going beyond straight performance figures to give you insight into how an investment was successful.
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 June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
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 April 2008 C. & J. Carty	Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha.
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.
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.
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.
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. 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.
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.
Investment Advisor March 2010 Robert J. Lindner	Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
Financial Advisor May 2005 Cohen & Overgard	Risk Is More Than Standard Deviation Understanding risk when investing in a hedge fund is extremely critical. The hedge-fund return patterns are more important than historical returns.
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.
Registered Rep. November 2, 2015 Brad Zigler	Shopping For High Dividend ETFs? Beware Volatility Especially enticing are high-dividend exchange-traded funds ("ETFs"), which offer cash flows nominally devoid of duration and interest rate risk.
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.
BusinessWeek April 19, 2004 Tergesen & Young	Index Funds Aren't All Equal High costs and managers who hold cash too long -- or pay inflated commissions -- can shave returns. So it pays to compare
Financial Advisor September 2011 Miller & MacKillop	Rethinking Small Caps The long-held belief that small stocks beat large on a risk-adjusted basis is simply not supported by the facts.
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 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 August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
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?