Special Program Root Tag

Capital Group Said to Hire Amundi’s Arrieta to Open Spain Office

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.

BlackRock Supports New SEC Rules for Money-Market Mutual Funds

5 Insights Many Liquid Alts Sponsors Overlook

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.

How to Improve Your Message

Money-Market Funds Getting New Regime Aimed at Preventing Runs

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.

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.

Landing on advisors' approved lists of products can be a marketing and distribution boon. Once there, the focus becomes what are the key things that a research analyst is looking for in an initial due diligence meeting, and how can a fund provider make the meeting count?

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

Recent efforts of the U.S. government to recapture tax dollars hidden in offshore investment accounts have captured the full attention of leading banks and investment firms overseas. U.S. investment firms, however, have no reason to relax. More than ever before, U.S. mutual funds and other providers of U.S.-based investment offerings will be charged with policing these new efforts to compel proper reporting of U.S. taxpayer income.

Editor's View: Are Mutual Funds FATCA Enforcement Agents?

Many new ETFs offer alternative ways to approach equities and 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.