Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Long-Short Equity Funds: Heroes or Hype?
By Cliff Stanton, CFAMainstream investors' experience with long-short mutual funds has been acquired in an equities bull market; are they really everything investors think they are?
August 31, 2015
Why Immigrants Are the New Clients You NeedAttracting wealthy newcomers helps the economy and advisors.
August 28, 2015
Investment Returns Down at Private, Community Foundations in 2014Although investments by these foundations did not produce a banner year in 2014, many institutions increased their mission-related spending, according to a new report.
August 28, 2015
Top Portfolio Products: New Muni Bond Fund From Vanguard, Market Neutral Stock Fund From HatterasAlso, Envestnet added a CLS Investments strategy to its network, and Guardian Retirement Solutions expanded its investment option lineup.
August 27, 2015
Ritholtz: A Real Estate Recovery That’s Not Quite ThereNew home sales are trending far below their historic averages, Barry Ritholtz writes. Will the weakness continue?
August 26, 2015
MLP Distributions Not Tied to Oil Prices: ExpertsIn the past 12 months, midstream MLPs have boosted distributions 7.5%, despite the rapidly falling price of crude.
August 25, 2015
Breaking Down International InvestingAdvisor Debra Morrison explains the benefits of international investing to clients by using the analogy of baking a cake.
August 25, 2015
SEC Finds Shady Practices in BDs' Structured Product SalesExaminers found suitability violations including heavy sales to customers who were elderly, didn't speak English or had a conservative investment objective.