Hedge Funds
The latest hedge funds news to help advisors understand how these alternative investments can help boost portfolio returns and reduce risk.
Blood Is Boiling
By Steve PiontekGoldman Sachs, Morgan Stanley and Citigroup--did not show up at the White House for a meeting with President Obama that was to deal with getting these institutions to make more loans to small businesses and consumers.
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...
October 01, 2009
The Green Advisor: Green HedgeFor some people the terms "green" and "investing" are as diametrically opposed as Democrat and Republican or oil and water. Green denotes tree-hugging hippies and...
September 24, 2009
One Year Later: Give or TakeCiting the dramatic events of last September, many recent articles speak of the economic collapse as being one-year old. But it's not... and your clients may be feeling fatigued by that.