Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Arrow Investment Advisors Reaches $1.5 Billion in Assets, Makes Key Hires
By James J. GreenArrow Investment Advisors announced that five years after its founding it had reached $1.5 billion in AUM in its mutual fund and subadvisory businesses, and that it had hired Ray Amani as director of product development and Lori Klash Winkler as director of communications.
March 22, 2011
Gold Up, Oil Dips as World ReactsTuesday saw gold prices continuing to rise on concerns about military action in Libya and the ongoing crisis in Japan, while investors claimed profits on oil in anticipation of slowing intervention by the U.S. and other nations in Libya.
March 21, 2011
Four Ways to Help Clients Avoid Wine-Futures ScamsWine-futures season is approaching once again. Given the sterling reviews the 2009 Bordeaux vintage received and the subsequently high prices the wines…
March 21, 2011
The Benefits of Adding Industrial Metals: Portfolio FixPalladium and platinum offer investors some metals exposure but not at the price level of gold.
March 21, 2011
Oil, Gold, Stocks Rise on Libya, JapanAir strikes in Libya drove the prices of oil and gold higher on Monday, while indications that Japan might be progressing in containment of its reactor woes lifted stocks on world markets.
March 21, 2011
Schwab to Acquire OptionsXpress for $1 Billion in StockCharles Schwab Corp. announced Monday that it had signed a definitive agreement to acquire Chicago-based optionsXpress Holdings for Schwab stock valued at $1 billion, based on Schwab’s closing price on March 18 of $17.91 per share.
March 18, 2011
Rep. Barney Frank Bill Would Levy 'Risk-Based Assessment' Fee on Hedge FundsRep. Barney Frank, D-Mass., introduced a bill on March 17 that, if enacted, would direct the Treasury Department to levy $2.5 billion in “risk-based assessments” on “hedge fund managers with $10 billion or more in assets under management on a consolidated basis” and on other “financial companies with $50 billion...
March 16, 2011
GAO to Labor: Tighten 401(k) Plan Securities RulesOfficials at the U.S. Government Accountability Office are recommending that the U.S. Labor Department take another look 401(k) plan investment options that lend securities to outside parties.