Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Madoff Feeder Fund Costs Morgan Keegan
By Marlene Y. SatterAfter finding that Morgan Keegan, a unit of Regions Financial, failed to do sufficient due diligence on a hedge fund that was a feeder fund for Bernard L. Madoff Securities, a FINRA arbitration panel has ordered the firm to pay a Florida couple more than $250,000.
March 04, 2011
Oil, Gold Both Surge on MENA Unrest; U.S. Could See Cut in SupplyContinued strife in Libya set the stage for continued increases in the prices of both oil and gold, with the potential for oil scarcity in the U.S. rearing its head.
March 03, 2011
Portfolio Diversification Now: How to Classify Liquid AlternativesTo evaluate the benefits of alternatives in a client's portfolio, first classify, then identify the risks inherent in each alternatives manager's approach.
March 02, 2011
Interactive Brokers Offers Free Trading on Leveraged FactorShares ETFsInteractive Brokers announced commission-free trading of five Factor Advisors LLC exchange traded funds on the brokerage’s Trader Workstation platform.
March 01, 2011
Putting a Price on a PromiseLast month, we identified the typical ranges of equity that private venture investors end up with as the result of their “seed stage” investment, and the subsequent “Series A” round.
March 01, 2011
Product: Natalie Wolfsen, Sandra MotuseskyWhen it comes to investment vehicles, advisors want everything, they want it cheap, and they want it carefully vetted before they decide to use it for their clients.
March 01, 2011
Advisor CRM Junxure to Be Available in Web Version in 2012Junxure president Greg Friedman said the move to the cloud fits into the firm's core strategy of providing “choice and control” to its users.
February 28, 2011
Cohen & Steers ETF Taps Into Anticipated Global Real Estate BoomAdvisors and investors looking to profit from the global economic recovery forecast for 2011 are tapping into real estate via a Cohen & Steers ETF pegged on the firm's index.