Investment insights

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.

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.

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.

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.

Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst..

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.

Many new ETFs offer alternative ways to approach equities and fixed income.

With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall.

Many new ETFs offer alternative ways to approach equities and fixed income.

While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.

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.

U.S equity fund assets are near record levels, but in a reversal of last year’s trend, investors are putting more money into bond funds than U.S. stock funds.