Actively Managed ETFs: The Next Generation?Jun 1, 2007,By Stephen P. Brown There are a few stumbling blocks, but a U.S. launch could be just around the corner. ... A Sign of the Top for Private Equity?Mar 21, 2007,By Kevin Burke If the Blackstone Group ever goes public, it sure would be cool to get an allocation of the IPO. Imagine your clients at cocktail parties, bragging about how they are “in” enough to have gotten a piece of that deal. (Sure might help you recruit new clients.) But, one wonders, if Blackstone co-founder Stephen Schwarzman is selling, do you want to be buying? Put another way, the news that buyout behemoth Blackstone Group is mulling an IPO may be “a sign” that this rather secretive market segment may be peaking.... A Market Sell Off? What Market Sell Off?Feb 28, 2007,By Stan Luxenberg When the market dives, that’s when hedge funds—well, those true to their name—are supposed to earn their money. That’s because many hedge funds are designed to avoid big losses and make money nearly every year using low-correlating absolute-return strategies. Lately mutual funds have appeared that are designed to act like hedge funds, selling short or using other techniques to produce steady results in many market climates.... Retail Hedge Fund Investors to the SEC: Buzz OffFeb 23, 2007,By Halah Touryalai Here’s a dose of irony for the Securities and Exchange Commission. The SEC thinks it needs to do more to “protect” wealthy retail investors from the secretive world of hedge funds. To do so, it is entertaining the idea of enacting more stringent rules as to who can invest. Here’s the irony: The agency is now faced with negative feedback from those very investors it is trying to safeguard. Many wealthy investors say they can take care of themselves, thank you very much.... The DIY Hedge FundFeb 8, 2007,By David A. Geracioti Some years ago, during the Great Buying Panic of the 1990s, it occurred to Rob Isbitts that the traditional idea of diversification might not provide the downside protection it was advertised to deliver. As an investment advisor with Emerald Asset Advisors, an RIA in Weston, Fla., Isbitts saw new clients who had assets spread all over the place; it was as if the prior “advisor [was] trying to fill all the boxes in the famous Morningstar Style Box, then convincing the client that they [could] weather any storm,” Isbitts says. “I think this is very 1990s thinking, and it is potentially very dangerous to you as an advisor. Style-box investing does not reduce your risk as much as you think it does.”... A Tempest Over Structured ProductsFeb 1, 2007,By John Churchill STRUCTURED PRODUCTS, complicated hybrid securities used both to hedge and to speculate, are among the fastest growing investment vehicles in the retail market... A New Kind of Future(s)Feb 1, 2007,By Brad Zigler SOME PEOPLE have too much of a good thing: The 2001 tech wreck taught a lot of advisors and their clients that. In fact, no advisor worth his salt would suggest that a bond fund, a small-cap fund and exposure to, say, the 10 industry segments of the S&P 500 is all you need to smooth out a rocky equity market... Immediate AnnuitiesFeb 1, 2007,By Kevin McKinley Over the last two months we've covered the ins-and-outs of single premium immediate annuities (SPIAs). ... Got Conflicts?Feb 1, 2007,By Stan Luxenberg When the mutual fund scandals broke in 2003, some of the most notorious villains were so-called side-by-side managers money managers that ran mutual funds and hedge funds at the same time.... The DIY Hedge FundFeb 1, 2007,By David A. Geracioti Some years ago, during the Great Buying Panic of the 1990s, it occurred to Rob Isbitts that the traditional idea of diversification might not provide the downside protection it was advertised to deliver.... Zacks Investment Research Special Stock Screen: The Contrarian WayDec 18, 2006,Special to Registered Rep., By Adam Cohen, Zacks Investment Research Dividends—considered silly back in the roaring 1990's—are once again in vogue. Here's a screen to uncover strong, dividend-paying stocks... A Yen for GreenbacksNov 1, 2006,By Milton Ezrati The outlook for the U.S. dollar is not as bad as some of the 'smart money' would have you believe... Hedgies Bet Cruise Is Still Top GunOct 1, 2006,John Churchill All of Tom Cruise's wacky antics haven't dried up his star power, or at least that's the bet of some unnamed hedge funds bankrolling him. ... Will Amaranth Debacle Curb Enthusiasm for Hedge Funds of Funds?Sep 20, 2006,By Kristen French News of colossal losses at one of the largest hedge funds in the U.S., Amaranth Advisors, throws yet another cloud over the alternative investments.... Canada: America Junior No MoreSep 1, 2006
Canada represents the best and safest way to invest in the long-term commodity bull market as well as growth in Asia.... Advocacy Investing Catnip for Wealthy Clients?Jun 1, 2006,By Geoff Lewis Marc Lane was skeptical about social investing, until he did his homework and found a more profitable approach... Don't Know What SRI Is? Listen UpMay 1, 2006,John Churchill Socially responsible investing (SRI) is still relatively uncharted territory for most advisors, according to a recently released study; however, since more clients are demanding SRI than ever before, it may be time to get wise.... The Entrepreneur MakerMay 1, 2006,By David A. Geracioti Best selling author Loral Langemeier tells her legions of followers to quit passively investing their savings in stocks and bonds. Invest directly, she says, in real estate and in other businesses. Why be so passive?... Everybody Into the Alpha PoolFeb 1, 2006
Barton Biggs made his name as the (as one journalist put it) lead investment strategist at Morgan Stanley over a period of 30 years. A value-oriented... Getting What You Pay ForFeb 1, 2006,By Brad Zigler Critics complain that hedge funds are too expensive for the returns they have lately been producing. Setting performance aside (which is as varied as... Getting Real About Real EstateFeb 1, 2006,By Jennifer Popovec Hard to believe, but true: Real estate wasn't always the hot dot. Just five years ago, the average real estate investment trust (REIT) traded at a big... Hedge Funds Set to BoilOct 1, 2005
Investors looking to beat the average returns of the market will be heading to hedge funds and funds of hedge funds even more in the future, says new... SMAs: More Room to BoomSep 1, 2005,John Churchill The separately managed account industry continues to grow, but the investment vehicle has yet to truly take off. SMAs grew 17 percent, from $528.7 billion... Why the CW on SRI Is WrongSep 1, 2005,By Geoff Lewis Ever since socially responsible investing began as a protest against the Vietnam War and as a lever to force U.S. multinationals to stop doing business... Dog Days ComethJun 1, 2005,By John Downes The Dogs of the Dow strategy fell from grace in the late 1990s (along with many other strategies overshadowed by Internet stocks), and it has since spent... Duck and CoverJun 1, 2005,By David Bodamer Virtually every major business publication has predicted the collapse of the great real estate bubble of the 2000s. So far, the warnings of a collapse... There's Still Opportunity in Emerging MarketsMay 1, 2005,By Bob Hirschfeld In 1984, Julian Mayo was a trainee at Schroders, an investment bank, when he was sent to investigate a little-known automaker in a town called Ulsan on... Aiming DownmarketApr 1, 2005,By John Churchill For years, reps have been told that separately managed accounts (SMAs), were being The institutional-quality management, tax efficiency, transparency... The High Cost of AdmissionMar 1, 2005,By Chris O'Leary Robert Isbitts, president and chief investment officer of Weston, Fla.-based Emerald Asset Advisors, is re-examining his hedge fund investing strategy... Dearth of Easy Pickings?Mar 1, 2005,By Neil O'Hara The smart money believes that once the retail investor gets hold of an investing strategy or individual security, it's time to sell. Sure enough, now... Looks Like a Hedge Fund, Smells Like...Mar 1, 2005,By Stan Luxenberg Herd mentality has always been a powerful force in investing circles, and with billions of dollars now running to hedge funds, many clients might feel... On Neutral GroundFeb 1, 2005,By David A. Twibell The recent bear market was one of the worst in history, but investors in the Calamos Market Neutral Fund, a mutual fund, hardly noticed. With annual total... Land of ConfusionJan 1, 2005
Assets in separately managed accounts are growing steadily again after hitting a rough patch between 2001 and 2003, but many investors still don't understand... The Liquidity FetishNov 1, 2004,Nicholas Tsafos In his influential book, Pioneering Portfolio Management, Yale University's chief investment officer, David Swenson, makes the case for illiquidity. Swenson... ETF Wraps Growing In PopularityNov 1, 2004,Will Leitch With the securities firms forever searching for edgy products, it should come as little surprise that exchange-traded-fund (ETF) wrap accounts are growing... |
Current Issue Asset-Gathering MachinesBY HALAH TOURYALAI In the first half of 2008, Camden Capital Management, a fee-only RIA in El Segundo, Calif., added $100 million to its growing pot of client assets... advertisement
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