Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Investors Eager to Make More Hedge Fund Plays
By Michael S. FischerInvestors are hungry for hedge funds this year after they gained 11% in 2013.
January 31, 2014
Top Portfolio Products: New Site Tracks, Compares MLPsMeanwhile, Advisors Asset Management and ISI launch a unit investment trust intended to benefit from U.S. manufacturing and energy growth.
January 30, 2014
JPMorgan to Invest $1M in Veteran EducationJPMorgan Chase announced on Tuesday that it was investing $1 million in education grants for veterans.
January 30, 2014
Who pays a 45% rate on estate taxes?Combined with an ILIT, a second-to-die policy allows a fortune to pass to the next generation estate tax-free.
January 28, 2014
SEC Issues Risk Alert on Alternatives Due DiligenceThe SEC is warning advisors to be careful when recommending alternative investments like hedge funds, private equity funds or funds of private funds.
January 27, 2014
Looking for Institutional Long-Short Equity in a Mutual FundIn the past, institutions have accessed long-short equity via hedge funds, but more recently some are looking to mutual funds.
January 27, 2014
Riding the U.S. Energy BoomThe U.S. energy outlook continues to improve; the International Energy Agency recently forecast that the U.S. would surpass Saudi Arabia as the world's top oil producer by 2016.
January 27, 2014
Commodities: A Post-Mortem Shows Some LifeCommodities had a disastrous year in 2013. But there are plenty of reasons to embrace this unloved sector.