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As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.
July 30 -
For all the hype around alternatives, advisors should take note that regulators are watching how hedge funds, private equity funds and other non-traditional asset classes are handled.
July 29 -
Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.
July 28 -
For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.
July 25 -
Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.
July 25 -
In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.
July 25 -
For some alternatives, once you consider the benchmark, the more difficult part is justifying the investment's place in the portfolio.
July 24 -
Benchmarking alternatives isn't easy, but it's critical in making sure clients and advisors are clear on the investments' role in the portfolio. Here's how to benchmark private equity, non-traditional bonds and long-short funds.
July 23 -
Do advisors know enough about alternatives to recommend them to clients? Here's one key to making sure you understand the investments' role in client portfolios.
July 22 -
Many new ETFs offer alternative ways to approach equities and fixed income.
July 21 -
Structured products generally have some protection against loss plus a play on equities or fixed income.
July 18 -
As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.
July 18 -
Covered call writing is often seen as an alternative income strategy, but it also can enable advisors to reduce risk in a concentrated portfolio while preventing clients from getting clobbered by taxes when selling.
July 18 -
With stocks soaring, some advisors are turning to alternatives as a way to trim downside risk while maintaining market participation.
July 17 -
These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.
July 16 -
While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.
July 15 -
Hedge fund alpha is going from bad to worse. Why the decline in performance?
July 14 -
Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.
July 11 -
How does owning gold compare to owning precious metals equities?
July 11 -
For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?
July 11 -
Investors often make mistakes when buying and selling art. Most novices will first call an auction house, which may not be unbiased about its own program.
July 10 -
A small amount of gold in a portfolio can act as a good alternative asset to diversify risk.
July 9 -
To include real estate in a portfolio, buying rental property may be more practical than investing in tax liens or making private loans.
July 8 -
Though private, non-traded REITs have very high loads and ongoing expenses, low cost REITs can have a place as alternatives in our clients' portfolios.
July 7 -
Private equity funds have had superior returns, but risks can be magnified if investors don’t know where their money will go.
July 3 -
Some alternative asset classes are appealing in theory until you stop and think about them, according to CFP Allan Roth. Here are three types advisors should avoid.
July 3 -
Liquid and transparent versions of hedge funds are widely available but choosing among them takes thorough investigation.
July 3 -
Gold’s role as an alternative investment might be reduced with Washington moving back from the brink of default.
July 3 -
Low or negative correlation is necessary for a good alternative investment, but don't forget the second essential trait.
July 2 -
Alternative investments aren't just for institutions any longer. Alt mutual funds and ETFs have seen a 100% increase in inflows over the past two years.
July 1