Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
The Carry Trade
By Jeff JosephThe basic reasoning underlying the global carry trade is relatively straightforward--traders or investors borrow in a low-yielding currency and effectively place the borrowed funds on...
June 01, 2007
What Does He Like?Ken Fisher has more than an intellectual curiosity about smaller advisory firms: He's also interested in buying them, and says he is currently in discussions...
June 01, 2007
Outside HelpLast month, we looked at how three advisors went outside of their practices to create an ad hoc network to solve the unique advanced planning...
May 31, 2007
Objections overruledConfronting client objections is a fundamental part of an advisor's job description. But sometimes, to serve a client's best interests, an advisor must go above and beyond the call of duty - and endure a bit of extra punishment - to defend a
May 24, 2007
StanCorp Announces Finance MovesThe parent of Standard Insurance Company is issuing $300 million in notes and authorizing the repurchase of about $250 million worth of company stock.StanCorp Financial ...
May 17, 2007
Fidelity Adds Share Classes to Four AMT-Free Money FundsFidelity Investments launched on May 14 two new share classes--institutional and service--for four of its alternative minimum tax-free money market funds: Fidelity California, Massachusetts, New Jersey, and New York.
May 17, 2007
Clean Energy OptionsHere's a look at some of the newest exchange-traded funds that give investors exposure to alternative energy companies.
May 16, 2007
New Grassley Bill Would Require Hedge Fund RegistrationSenator Chuck Grassley (R-Iowa), the ranking Republican on the Senate Finance Committee, introduced the Hedge Fund Registration Act on May 15, legislation that would require hedge funds to register with the SEC. Grassley's bill comes on the heels of a D.C. Circuit Court of Appeals ruling last year that overturned...