Alternative investments

Perhaps it was only a matter of time before Morningstar decided to put its stamp of approval, and disapproval, on alternative mutual funds.

On July 30, 2012, Investment consulting shop Segal Rogerscasey today unveiled a new website, which hosts merged and updated content from the legacy firms (Segal Advisors acquired the business of Rogerscasey earlier this year).

In a review of the mutual fund and ETF market, Cerulli gave a few reasons for the value funds reaching these heights, but also cited a few caution signs for advisors to note.

Hedge funds raised commodity bets in the longest bullish streak in three years as speculation that policy makers will increase economic stimulus drove prices toward the biggest monthly rally since October.

Janus Capital Group Inc. this week reported second quarter net income of $23.4 million, or $0.13 per diluted share, compared with net income of $41.9 million, or $0.23 per diluted share, in the second quarter 2011.

On July 27, 2012, FocusShares, a unit of online discount trading firm Scottrade, has severed ties with its PR firm, MWW Group.

Joe Barrato is chief executive officer of Arrow Investment Advisors, a developer and distributor of mutual funds that are built around "targeted" levels of risk.

Raleigh, N.C.-based Hatteras Funds is hosting its own alternative investments road show. The series of forums across the U.S. will allow advisors, home office research teams and consultants to meet the managers of the Hatteras alternative mutual funds, which include Alpha Hedged Strategies Fund, Long/Short Equity Fund, and Long/Short Debt Fund.

A new report by research shop Cerulli Associates is sure to make a few subadvisors smile.

The starter's pistol is about to be fired for the swaps industry.

Estee lauder’s chief executive officer, Fabrizio Freda, is giving BlackRock, Inc.’s Board of Directors a makeover. Well, sort of.

Mass affluent clients represent the sweet spot for every wealth management firm's business. So what's on their minds right now?

Scottsdale, AZ-based Longboard Asset Management has launched the Longboard Managed Futures Strategy Fund (WAVIX), a trend following offering.

On July 24, 2012, Discounted exchange-traded fund provider Vanguard now tops the field of leading ETF providers among advisors in another category: favorable impressions.

On July 24, 2012, Newly formed alternative asset management shop Madison Park Capital Partners, LLC has hired Erik Ogard, former Ddrector of Multi Strategy Solutions for Russell Investments, as a managing principal.

On July 23, 2012, Exchange-traded funds have experienced tremendous growth over the past decade but not all of that growth is positive, according to new research from Vanguard.

On July 23, 2012, Raleigh, N.C. – based Hatteras Funds today revealed that it is hosting its own alternative road show, constructed as a series of forums across the U.S. for advisors, home office research teams and consultants to meet the underlying hedge fund managers of the Hatteras alternative mutual funds (Alpha Hedged Strategies Fund, Long/Short Equity Fund, and Long/Short Debt Fund).

On July 20, 2012, Alternative mutual fund Forward is now one of the portfolio strategists on the investment platform of Genworth Financial Wealth Management, Inc., where it will introduce its new multi-asset income product to advisors.

Asset managers predict alternative mutual funds to make up 9.7% of mutual fund assets in five years, and rise further to 15.8% of assets in 10 years, according to new research by Cerulli Associates.

On July 19, 2012, Asset managers predict alternative mutual funds to make up 9.7% of mutual fund assets in five years, and rise further to 15.8% of assets in 10 years, according to new research by Cerulli Associates.