Alternatives

Displaying 3992 results
Advisers choosing hedge-style stock-pickers face 'beta' challenge
INVESTING EQUITIES JUL 13, 2015
Advisers choosing hedge-style stock-pickers face 'beta' challenge

Closet indexing, market timing are among the risks in long-short equity: analysts.

By Trevor Hunnicutt
Real estate crowdfunding trend presents new challenges, opportunities for financial advisers
INVESTING RIAS JUL 12, 2015
Real estate crowdfunding trend presents new challenges, opportunities for financial advisers

The proliferation of digital platforms puts added emphasis on due diligence.

By Jeff Benjamin
INVESTING ALTERNATIVES JUL 12, 2015
Specialty REITs offer something for everyone

Niche firms focus on a single type of property

By Mason Braswell
REITs ranked by one-year total return
INVESTING ALTERNATIVES JUL 12, 2015
REITs ranked by one-year total return

All the numbers behind top-performing real estate investment trusts

By InvestmentNews Data
INVESTING ALTERNATIVES JUL 09, 2015
Citi to pay $180 million for hedge fund sales linked to Smith Barney

Citigroup has agreed to pay $180 million to settle charges tied to two hedge funds the SEC said were improperly marketed and sold by private bankers and Smith Barney brokers.

By Mason Braswell
Despite strong performance, advisers keep the cork in wine investments
INVESTING ALTERNATIVES JUL 08, 2015
Despite strong performance, advisers keep the cork in wine investments

It's a diverse category not correlated to traditional asset classes, but high fees and lack of liquidity equate to too much risk.

By Jeff Benjamin
INVESTING ALTERNATIVES JUL 08, 2015
Vanguard, Goldman Sachs agree that advisers face tall order in picking alts fund managers

Diametrically opposed firms find common ground on importance of manager selection, differ on value of hedge funds.

By Trevor Hunnicutt
How to explain alternatives' place in portfolios to your clients
INVESTING ALTERNATIVES JUL 02, 2015
How to explain alternatives' place in portfolios to your clients

By viewing alternatives through the lens of the three primary colors, they can be demystified

By Thomas Hoops
Classic car prices have surged but investing in them is another story
INVESTING ALTERNATIVES JUL 02, 2015
Classic car prices have surged but investing in them is another story

Author of report on classic cars as alternative investment calls sector 'exceptionally' complex.

By Deborah Nason
INVESTING EQUITIES JUN 29, 2015
Crazy as it might sound, the new all-in bet is going long on Greek stocks

<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.

By Jeff Benjamin
Pimco's Income Fund becomes the firm's new star
INVESTING EQUITIES JUN 29, 2015
Pimco's Income Fund becomes the firm's new star

<i>Breakfast with Benjamin</i>: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?

By Jeff Benjamin
Wirehouses raise clients' exposure to alternatives, but reps still just dabbling
INVESTING EQUITIES JUN 24, 2015
Wirehouses raise clients' exposure to alternatives, but reps still just dabbling

The 5-10% allocation most advisers are using is not enough to manage risk

By Jeff Benjamin
A portfolio strategy that goes all in for alts to dial down market risk
INVESTING EQUITIES JUN 23, 2015
A portfolio strategy that goes all in for alts to dial down market risk

Altegris founder launches new model likely to draw naysayers (who will be singing a different tune when the market corrects)

By Jeff Benjamin
Royal Alliance to pay $1.4 million over nontraded REIT, VA sales
INVESTING ALTERNATIVES JUN 22, 2015
Royal Alliance to pay $1.4 million over nontraded REIT, VA sales

Award is tied to string of cases brought by retirees who said a broker placed them in unsuitable investments.

By Mason Braswell
Bond fund alternative is turning heads with hot performance
INVESTING EQUITIES JUN 22, 2015
Bond fund alternative is turning heads with hot performance

Income stream made of put options is up 12.7% so far this year, triple the S&amp;P 500.

By Jeff Benjamin
Credit Suisse: Low U.S. stock volatility may be calm before storm
INVESTING EQUITIES JUN 19, 2015
Credit Suisse: Low U.S. stock volatility may be calm before storm

Relative calm in U.S. equities trading is an indication that the current bull market may become a bubble.

By Bloomberg
Abandoning alternative investments at this point is based on twisted logic
INVESTING EQUITIES JUN 18, 2015
Abandoning alternative investments at this point is based on twisted logic

Just because your house hasn't burned down yet doesn't mean you can skip insurance.

By Jeff Benjamin
Private-equity investing made easy for financial advisers
INVESTING ALTERNATIVES JUN 17, 2015
Private-equity investing made easy for financial advisers

Due diligence and connectivity is expected to expand the market of PE investors

By Jeff Benjamin
Blackstone and BlackRock are starting to cross over into each other's bread and butter
INVESTING EQUITIES JUN 16, 2015
Blackstone and BlackRock are starting to cross over into each other's bread and butter

Steve Schwarzman and Larry Fink, once partners, now vie for Wall Street dominance atop their wildly successful firms.

By Bloomberg
Advisers' crucial role in constructing smarter portfolios to combat volatility
INVESTING EQUITIES JUN 15, 2015
Advisers' crucial role in constructing smarter portfolios to combat volatility

Vital that investors understand the expanded tool set now available to handle market swings

By John Feyerer