Hedge Funds
The latest hedge funds news to help advisors understand how these alternative investments can help boost portfolio returns and reduce risk.
Defending Alternatives in a Bull Market
By Jon SundtSome clients may balk at alt managers fees while the overall market rises, but they should think about the future.
November 23, 2015
The inherited Roth rollover: How to avoid unpleasant surprisesIncreasingly, clients have questions as to how they can maximize the value of funds that were inherited from the balance of a retirement account.
November 19, 2015
Activists Are Tough on Companies They Don't OwnTwo researchers measured activism by looking not at firms targeted by activists, but at the competitors of those firms.
November 16, 2015
NYC pension urges hedge funds to ease Puerto Rico crisisThe New York City Employees Retirement System has assets managed by at least eight money managers that own pieces of Puerto Rico's $70 billion debt.
November 15, 2015
Managed Futures: How to Get Commodity Exposure Without Taking DeliveryInstitutional investors often shy away from the futures markets, believing them too risky; however, a managed futures allocation can reduce risk.
November 09, 2015
Reason pensions stick with hedge fundsWould public pension funds have fared better if they had never invested in hedge funds at all?
November 09, 2015
Reason pensions stick with hedge fundsWould public pension funds have fared better if they had never invested in hedge funds at all?
November 05, 2015
Bill Would Tighten Hedge Fund Reporting Rules Amid Puerto Rican CrisisRep. Nydia Velzquez, who introduced the bill, accused hedge funds holding Puerto Rican debt of profiting from the islands misery.