Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Equities ‘Frothy,’ Markets Volatile: Vanguard Execs
By Janet LevauxCEO Bill McNabb and CIO Tim Buckley point to positive economic trends and discuss concerns over stock valuations.
January 09, 2014
Rob Arnott, Milton Ezrati: Where’s the Investment Risk in 2014?Envestnet gathered a panel of big-name investing experts to explore whats ahead for bonds, equities and demographics at home and abroad.
January 08, 2014
Top Portfolio Products: Van Eck to Subadvise Market Vectors’ China A-Share ETFAlso new this week are two funds from Thornburg Asset Management, four funds from American Independence and a new AICPA tax calculator.
January 07, 2014
Alternatives steadily luring cash from institutionsAlternative mutual fund assets under management totaled $1 billion at the end of September.
January 07, 2014
15 Biggest Charitable Gifts of 2013Fifteen Americans made gifts of $100 million or moreand one gave almost $1 billion to one lucky recipient, Chronicle of Philanthropy reported.
January 03, 2014
Easy Formula for Forecasting Equities in 2014The formula first made famous by Rob Arnott and Peter Bernstein suggests that total return equals dividend yield plus some estimate of expected price changes.
January 03, 2014
Top Portfolio Products: SAC Capital Hedge Fund Closes With a BangThe legally troubled fund was up 20% for the year. Meanwhile, First Trust announces three new ETFs, and BMO launches nine funds.
January 02, 2014
America’s Cup and What Larry Ellison Can Learn (Next Time)As San Francisco gears up to host another sailing contest, there's a chance to put philanthropy (and sportsmanship) ahead of other priorities.