Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Lessons from the 2008 Markets Selloff: Searching for Alpha, October 2009
By Ben WarwickIt's been a year since the fall of Lehman Brothers, the storied investment bank that was forced to declare bankruptcy following an unsuccessful bid for a government bailout.
October 01, 2009
The Soapbox: What You Need to Know About Hedge Fund ConversionsMany advisors often ask how to convert hedge funds into mutual funds. These conversion requests can be motivated by several different factors. One reason to...
October 01, 2009
Green Energy Gets Green LightThe release of the first round of funding from the Obama Administration's stimulus law--the American Recovery and Reinvestment Act--to a program that provides cash assistance...
October 01, 2009
The Green Advisor: Green HedgeFor some people the terms "green" and "investing" are as diametrically opposed as Democrat and Republican or oil and water. Green denotes tree-hugging hippies and...
October 01, 2009
Not Quite So Risky BusinessOne of the investment advisor's major tasks is to help manage risk for clients, but if your clients are invested in municipal bonds, you'd better...
October 01, 2009
Danger & Opportunity: He's Got the MomentumCliff Asness is known as a hedge fund manager who caters to institutions, is a true believer in momentum investing, and despite his University of...
October 01, 2009
Mutual Fund Spotlight: Firm FoundationA manager who has consistently delivered above average returns to investors in one of the best performing stock mutual funds on the market (the FBR...
October 01, 2009
B/D Briefing: Conversion TimeOne of the pleasures of being President is that your influence on Americans doesn't end with your term(s). That's certainly the case with George W....