Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
At Schwab Impact, Solid REIT Investments Seen in Apartment Buildings, Malls
By John SullivanMarty Cohen, co-CEO of REIT money manager Cohen & Steers, tells AdvisorOne that although residential real estate continues to disappoint, commercial real estate (and certain sectors in particular) is performing well, and his firm is taking full advantage.
November 01, 2011
Not All Angels Are From HeavenAn article by Financial Times journalist Jonathan Moules recently caught my attention.
November 01, 2011
Tiger 21: Ultra-Wealthy Keen on Preserving, Not Risking, Their MoneyA new survey of high-net-worth investors--with an average portfolio size of $83 million--suggests the ultra-wealthy place a far greater emphasis on preservation of capital than ordinary investors.
October 31, 2011
What steps have you taken to minimize your estate tax burden?What steps have you taken to minimize your estate tax burden?
October 31, 2011
If you could change one thing about your advisor, what would it be?If you could change one thing about your advisor, what would it be?
October 31, 2011
Narrowed US reporting rule for hedge funds adoptedThe largest U.S. hedge funds and private equity funds must report financial information to the government starting next year under a rule finalized Monday.
October 31, 2011
Narrowed US reporting rule for hedge funds adoptedThe largest U.S. hedge funds and private equity funds must report financial information to the government starting next year under a rule finalized Monday.
October 31, 2011
Foundations Increasingly Using Investment Assets to Achieve Social BenefitGrant makers holding a fifth of all U.S. foundation assets are investing endowment dollars to further their charitable missions, according to a Foundation Center report released last week.