Hedge Funds
The latest hedge funds news to help advisors understand how these alternative investments can help boost portfolio returns and reduce risk.
Alternative Strategies Gaining Momentum
By Ed McCarthy, CFP, RICPHedge funds had a good year in 2009. According to the Hedge Fund Research, the HFRI Fund Weighted Composite Index was up 20.04 percent for...
December 09, 2009
Hedge Funds Buy EquitiesThe stock market's impressive gains have been criticized by many as the result of easy money and speculation. But as index levels continue to rise, increasing numbers of investors have joined the buying frenzy
December 03, 2009
Falling Dollar Concerns?As wealth managers hunt for hedges against the dollar's decline, S&P launches an index that lets investors, "participate in the returns of the U.S. equity market while hedging against a decline in the value of the U.S. dollar versus gold."
December 01, 2009
The Affluentialist: Preserving Capital for the HNWFor many affluent clients, the drive to preserve capital is stronger than the need for growth, so low-risk hedging strategies with some upside potential become very...
November 16, 2009
Are Currencies the Holy Grail in Diversification?If you believe that allocation to non-correlative assets to diversify portfolios is the Holy Grail of better risk-adjusted returns, you may find this interesting.
October 30, 2009
Is federal oversight in the future for target-date funds?Target-date funds could be the next financial product subject to federal scrutiny. A Senate committee recently identified three main concerns with the product, the Wall...
October 06, 2009
Congress Mulls Bills on Investor Protection, Hedge Funds, National Insurance OfficeDraft calls for broad study of SEC; state regulators and IAA call for increasing advisor exam threshold
October 01, 2009
The Soapbox: What You Need to Know About Hedge Fund ConversionsMany advisors often ask how to convert hedge funds into mutual funds. These conversion requests can be motivated by several different factors. One reason to...