Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Treasury Advisors Decide Not To Crack Down On Hedge Funds
By Staff WriterThe President's Working Group on Financial Markets has released a set of voluntary guidelines for hedge funds and other "private pools of capital."The working group, ...
February 11, 2007
Private Split-Dollar vs. Private FinancingPrivate split-dollar and private financing are 2 sophisticated planning approaches that can help fund a policy in an irrevocable life insurance trust while reducing gift ...
February 11, 2007
Private Split-Dollar vs. Private FinancingPrivate split-dollar and private financing are 2 sophisticated planning approaches that can help fund a policy in an irrevocable life insurance trust while reducing gift ...
February 02, 2007
Traditional Pension Membership Continues To FallParticipation in traditional pension plans dropped to a new low in 2005, while the number of such plans declined sharply, the Employee Benefits Research Institute ...
February 01, 2007
Don't Count Out Bonds (Yet)Although the Treasury market followed energy prices lower throughout January, that correlation isn't likely to continue indefinitely. A combination of stifled inflation anxiety and solid economic growth is as good as it gets for investors. However, it should be noted that any deviation from the good news that market participants...
February 01, 2007
The True Costs of Active ManagementEven the most rational investors must admit to temptation when the subject under discussion is actively-managed mutual funds. After all, it's nearly impossible to read...
February 01, 2007
Lock-Ups Should Pay UpThere is an increasing number of hedge funds asking for lock-ups, and lock-up periods are getting increasingly longer, but what excess return should you ask...
February 01, 2007
Investing With StyleIn a series of articles appearing in Investment Advisor (September 2005, January 2006, and February 2006), we criticized the market-cap/value-growth characteristic grid used for categorizing...