Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
The mystery Madoff victims who left $2.5 billion on the table
By Erik LarsonOffshore feeder funds account for part of the mystery and experts speculate some customers sought to avoid scrutiny.
March 02, 2016
Investors Like Real Estate, Private Equity in First HalfBut other alternatives like hedge funds and natural resources are less popular, Preqin reported.
March 01, 2016
The New Core Allocation: Long-Short EquityGiven the new norm of increased volatility and a bleak market environment, advisors are challenged to rethink the foundational elements of investor portfolios.
March 01, 2016
Crowdfunding and Peer Lending: Time to Swim With the Sharks?Clients are showing interest in nontraditional funding techniques; advisors can help them understand the risks and benefits.
March 01, 2016
New Law Eases Advisors’ Disclosure BurdenCan this be true? A law that reduces an advisor's regulatory burden? Believe it or not, the answer is yes!
February 29, 2016
Smart Beta Strategy Is Ripe for a ‘Crash’: Research AffiliatesSmart beta has performed well because of its growing popularity, not its actual strategy, a Research Affiliates report says.
February 29, 2016
SEC Taking ‘Close Look’ at JOBS-Act-Related Offerings, Particularly CrowdfundingEnforcement unit scrutinizing Reg A+ and 506(c) private offerings; exams targeting retirement planning and ETFs.