Jul 1, 2011
By Kristen French
Is Greenwich, Conn., where a high concentration of New York-based hedge fund managers live in sprawling mansions with elaborately manicured grounds, the secret to the U.S. hedge fund industry's financial success? China seems to think so. ...
Jun 28, 2011
By Jennifer Popovec
When most people think of student housing, images from the movie “Animal House” usually come to mind. The reality of student housing, however, is far removed from wild parties and drunken revelry...
Jun 14, 2011
By Diana Britton
Real estate investment trusts have been very much in the news lately, with FINRA putting non-traded REITs on their radar...
Jun 9, 2011
By Nate Wendler
RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research, an investment management firm based in Greenwich that manages $30 billion in assets...
May 16, 2011
By Brad Zigler
Exchange-traded products are cheaper than hedge funds, but are they efficient? ...
May 2, 2011
By Jerry Gleeson
What's wrong with investing in racehorses? The slow ones eat as much as the fast ones, and even the fast ones only rarely earn their keep. And then there are the crooked characters who lurk around the business...
May 1, 2011
By Diana Britton
Former Federated Investors portfolio manager David Tice has found another use for his investing skills: Hollywood...
Apr 25, 2011
By Jennifer Popovec
Americans are getting fatter and older by the minute. While that’s not happy news for us individually, it certainly represents an opportunity for healthcare real estate investment trusts...
Apr 25, 2011
By Brad Zigler, Alternative Investments Editor
Be careful. Not all products are actually ”managed”...
Apr 6, 2011
By Diana Britton
As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand. Advisors say this allows them to offer clients alternatives with increased transparency, greater liquidity and lower fees. ...
Apr 6, 2011
By Diana Britton
After their bang-up performance in 2008, everyone is talking about managed futures. They can make great diversifiers in some portfolios, but be sure to do your homework. They're opaque, often highly leveraged, and can be expensive....
Apr 1, 2011
By Keith Button
Who says going long the S&P 500 all the time is so smart?...
Mar 25, 2011
By Diana Britton
Securities America met with plaintiff’s attorneys on Thursday to negotiate a resolution to investor claims against the company related to its sale of allegedly fraudulent private placements. The outcome of the mediation was unknown at press time, as key players involved didn’t return phone calls. Other media outlets have not reported on the results. Will the asset class become demonized unfairly?...
Mar 21, 2011
By Diana Britton
“It is very unsettling. They have 2,000 reps that are trying to figure out what to do next. It also poses some interesting questions for the industry . . ."
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Mar 21, 2011
By Jerry Gleeson
The Charles Schwab Corp. (NYSE:SCHW) said today it will pay about $1 billion in stock for optionsXpress Holdings (NASDAQ-GS:OXPS), the retail online brokerage business, in a deal it expects to close in the third quarter. The deal will give Schwab, which has about $1.6 trillion in client assets, larger exposure in the fast-paced options industry....
