Alternative investments

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.

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.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

For some alternatives, once you consider the benchmark, the more difficult part is justifying the investment's place in the portfolio.

For some alternatives, once you consider the benchmark, the more difficult part is justifying the investment's place in the portfolio.

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.

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.

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.

As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.

Structured products generally have some protection against loss plus a play on equities or fixed income.

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.

As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.

Structured products generally have some protection against loss plus a play on equities or fixed income.

With stocks soaring, some advisors are turning to alternatives as a way to trim downside risk while maintaining market participation.