Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Italy Funds Damaged by Tax Anomalies
By Staff WriterMILAN, Italy (HedgeWorld.com)--Italy's investors began to withdraw en masse from Italian-domiciled investment funds in the first quarter of 2006, according to the latest data from Assogestioni, the Italian fund managers' association. This was in spite of a robust 1.24% rise in total funds under management. While total funds under management...
June 01, 2006
Big Apple BoomIn looking at the most promising real estate markets around the country in which he can invest, CGM Realty Fund's Ken Heebner is in a...
June 01, 2006
DON DEWAAYCEO/Owner DeWaay Capital Management 1415 Grand Avenue, West Des Moines, Iowa 50265 Phone: (515) 224-9861 Fax: (515) 224-0305 [email protected] www.theprofitzone.com Year firm started: 1987 Number of advisors in firm: 4 AUM: $500 million-plus Compensation method: Fee-based...
June 01, 2006
The Next Investment Scandal?The IRS issued guidelines on 1031 exchanges to tenants-in-common properties (TIC) in 2002. Since then, billions of dollars have poured into investments loaded with promoter...
June 01, 2006
Optimism Down, Hedge Inflows UpIn early May, the research organization Spectrem Group said that the investment outlook traced by its "affluent index" (based on a survey of households with...
June 01, 2006
Location, location, locationAs advisors strive to diversify clients' portfolios by allocating investments across a broad range of asset types, one challenge may be finding assets that should...
June 01, 2006
Masters at the HelmWouldn't it be great if you could get help with your most irksome compliance or regulatory chore from say, Arthur Levitt, who was the longest...
May 26, 2006
Separate Accounts Biz Brisk at SchwabSeparately managed accounts (SMAs) are growing fast at Charles Schwab as fee-based advisors seek to outsource money management for clients and concentrate on other aspects of wealth management, such as tax or estate planning.