Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Why It’s Worth Factoring in Factors
By Ed McCarthy, CFP, RICPAdding factor strategies to investment portfolios may provide investors with greater diversification, better wealth preservation and other benefits, argues Bill DeRoche of QuantShares.
February 24, 2012
$2.6 Billion in Losses Prompts Closing of Japanese Advisory FirmAIJ Investment Advisors was temporarily shut down by Japanese regulators on Friday over fears that it may have concealed substantial losses in the $2.6 billion it manages, mostly for the pension plans of small- and medium-size corporations.
February 24, 2012
Could the End of the Inherited IRA Be Near?The benefit of inherited IRAs could be eliminated soon through a plan proposed recently by the Senate Finance Committee.
February 23, 2012
Inflation Fears Drive Investors to Hedge Portfolios: Clear PathRecent price increases have reminded U.S. and Canadian-based retirement plans of the threats posed by inflation and the need to diversify, according to a Clear Path report.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 22, 2012
PENSCO-Lincoln Trust Merger to Create $10 Billion Alternatives Custodian"PENSCO is creating a firm with institutional scale and national reach to handle the accelerating growth of alternative assets across the U.S.," says CEO Kelly Rodriques.
February 22, 2012
Smaller Private Foundations More Generous Than Larger Peers in 2011: ReportThe general public tends to know a lot about the activities of the big foundationsMacArthur, Gates, Fordbecause most reporting focuses on the largest ones. But what about small to midsize private foundations?