Alternative Investments
September 4, 2007
August Shows Value of Prudent Diversification
Banks and hedge funds still act differently—Searching for Alpha, the monthly index newsletter for September
By Ben Warwick
August was a study in contrasts. Domestic equity and high-grade fixed income weathered the storm of global volatility to close mostly higher, but the loan market fell apart. ...
Getting In
How to gain access to private equity, managed futures, and hedge funds
By Michael S. Fischer
“We think that due to the fee structure of alter-native investments, with the incentive fee and alignment of interest and so forth, some of the most talented money managers have migrated to ...
August 23, 2007
Hedge Funds Cashing in On Subprime Mess
Key to profits: purchasing credit default swaps
By Melanie Waddell
Some hedge funds are actually profiting off of the subprime mortgage debacle and the market volatility that it has helped cause.
August 10, 2007
A New Name for Wells REIT
Changes name to Piedmont Office Realty Trust
By James J. Green
Wells Real Estate Investment Trust, the public, nontraded REIT with about $5 billion in assets across the country (mostly class A office buildings) has changed its name to Piedmont Office Realty ...
July 30, 2007
Hedge Funds Continue to Deregister
New report finds 1,990 HF advisors still registered
By Melanie Waddell
Hedge fund advisors continue to deregister from the SEC. During the past year, 732 hedge fund advisors (firms that advise at least one fund) have deregistered, according to the Investment Adviser ...
July 13, 2007
Greenwich Hedge Fund Index Up 1.07% in June
Emerging market strategies post 13.48% YTD returns
By James J. Green
Greenwich Alternative Investments reported July 12 that the Greenwich Global Hedge Fund Index and the Greenwich Investable Index were positive for the month of June, yielding +1.07% and +0. ...
July 12, 2007
Water ETFs Make A Splash
Investing in life's most basic element
By S&P; Web Solutions staff
A handful of new mutual funds and exchange-traded funds (ETFs) invest in companies directly involved in that most basic element of human life -- water.
Structured Products at Retail?
New guiding principles, and downgrade warnings
By Kathleen M. McBride
On the heels of more and more news about the implosion of the mortgage backed securities and junk bond markets come three news bits of interest: guiding principles when using structured products ...
July 11, 2007
Policing Hedge Funds
New anti-fraud rule restores SEC’s power to monitor hedge funds
By Melanie Waddell
July 2, 2007
Another Charitable Venture for Clients
New CitiGroup microfinance fund for global entrepreneurs
By Kara P. Stapleton
Microfinance has been gaining popularity with investors as both a charitable cause and a smart alternative investment. A new fund from Citigroup Inc. ...
June 14, 2007
Art Advisors
By Lewis Schiff
As your high net worth client’s financial advisor, bringing up the topic of art collecting is a useful way to communicate that you, too, can participate in the exercise of their affluence ...
