Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
New Commodity, Brazil Funds on Tap
By Janet LevauxRussell Investments launches a commodity strategies fund, while Global X rolls out an ETF tied to a Brazilian consumer-sector index.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 07, 2010
Banks win, you loseHave you tried to borrow money lately from a bank? They want your credit to be downright impeccable; even then, it is likely that you will pay fairly robust interest.
July 06, 2010
Cerulli Global Report: Charities, Pensions Outpace Life Insurers' Demand for Alternative InvestmentsAs charity, endowment, and pension trustees become more sophisticated in their investment strategies, they demanding more from asset managers, says research firm Cerulli Associates in its July report focusing on global trends and data.
July 06, 2010
Most Funds Struggle in Q2, Though Some ShineWith U.S. markets off roughly 6-13% in the second quarter of 2010, very few funds were able to carve out positive results, according to Lipper data through June 30, 2010.
July 06, 2010
Lipper Data Show Most Funds Struggled in Q2, Though Some ShineSecond-quarter results for the major U.S. stock indexes varied between a 5.84% loss for the Amex and 13.13% loss for NYSE.
July 01, 2010
Asset AllocationBehind the Numbers, with Sam Stovall "We're in a correction mode right now. The market has declined 10% to 20% from the S&P 500's closing high...
July 01, 2010
Venture Populist: Founder's Skin-in-the-GameRemember Jobs and Wozniak? Gates and Allen? Don't assume a founder's lack of committed capital to be a stumbling block to a venture's success. In short-sighted...