Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Changes
By Kara P. Stapleton? NAVA announced the election of Mark Casady, chairman and CEO of LPL Financial Services, as the chairman of its board. Casady replaces Clifford Jack,...
November 27, 2008
Trading in nontraded REITsNontraded REITs may be an attractive choice for clients trying to build a steady stream of income, but a study by Cornell's Center for Hospitality...
November 20, 2008
No leverage for inverse index fundsAnyone hoping to use leveraged inverse index funds as a way to maximize their returns may be sorely disappointed, writes Wenli Tan, a fund analyst...
November 19, 2008
REIT, homebuilder shares fallThe MSCI U.S. REIT index fell 7.6 percent as U.S. homebuilders and real estate companies' shares fell, Reuters reports. The Dow Jones U.S. Home Builders...
November 19, 2008
Searching for a Custodian, and Questioning DiversificationI am in the final stages of selecting a new custodian and I'm rethinking my long-time belief in diversification. On the custodian front, I have spoken...
November 18, 2008
Putnam to Merge Six Equity Funds and Lay Off 47Bob Reynolds, the former Fidelity executive, has taken additional steps to make his mark upon Putnam Investments
November 14, 2008
A Qualified Yes to Hedge Fund RegulationIn testimony before Congress November 13, five hedge fund managers--each of whom made at least $1 billion last year
November 13, 2008
Boomers choose alternative investments40% - Percentage of advisors with more than half of their higher-net-worth clients in alternative investments. 50% - Approximate percentage of investors who have...