In Alts Investing, Managing Expectations Is Top Priority
Headlines about the relative success or failure of alternative assets like hedge funds can affect clients’ — and advisors’ — attitudes about those strategies.
Curian Closure Has Rivals Licking Their Chops
As the firm, with $12 billion in assets, prepares to shutter, competitors are clamoring for its clients and advisors.
Former Libor ‘Ringmaster’ Hayes Gets 14 Years for Libor Rigging
The ex-UBS and Citigroup trader, 35, was found guilty of conspiracy in London.
Two Reasons to Rethink Real Estate Investing
I wish Elon Musk the best of luck in colonizing Mars, but until he succeeds, it's axiomatic that the supply of tradable real estate is fixed.
‘We’ve Got to Be Close to the Bottom’ on Energy: Cushing Founder
With low energy-equity prices and robust yields, investors should consider "gradually" getting back into the sector, says Cushing founder Jerry Swank.
Private Equity Dry Powder Hits Record $1.3 Trillion in Q2
Private equity dry powder reached a record $1.3 trillion at the end of the first half, up 18% from the end of December, according to Preqin.
SMA Manager of the Year Todd Solomon on Building a 'SWAN' Portfolio
“We want to make sure we are a true mid-cap product so that we don't overlap with another manager in the [client's] portfolio that may be a large-cap manager,” says Solomon, portfolio manager for Congress Asset Management's Mid-Cap Growth SMA.
SMA Manager of the Year Richard Alpert on Finding the Best Dividend-Paying Stocks
In building its award-winning Dividend Growth portfolio, Alpert and the Raub Brock team look not just for dividend-paying large caps, but also increasing revenues and net income.
Why Investors Should Buy, Not Sell, Commodity Funds
Despite a recent run of poor performance, broad-based commodity funds can bolster a portfolio in the long term, Direxion's head of alternatives says.
SMA Manager of the Year Kera Van Valen on Defining 'Shareholder Yield'
The portfolio manager for Epoch Investment Partners' award-winning Global Equity Shareholder Yield SMA explains how the firm calculates an ADR's 'Shareholder Yield.''