Investors looking to beat the average returns of the market will be heading to hedge funds and funds of hedge funds even more in the future, says new research. According to TowerGroup, a Needham, Mass.-based consulting firm, assets in hedge funds...
David Swensen is one of America's greatest investors. As chief investment officer of Yale University, he has produced what has been described as an unparalleled two-decade investment record, averaging 16.1 percent annual returns for the school...
The Institute for Private Investors' annual Family Performance Tracking surveys have found over the past few years that most high-net-worth investors have been achieving overall reasonable benchmark returns. Yet the World Wealth Report 2005...
People who are too wealthy to qualify for either a deductible individual retirement account (IRA) or a Roth IRA have the option of contributing to a non-deductible IRA. Assuming they meet the basic criteria to contribute to an IRA,1 they can...
The separately managed account industry continues to grow, but the investment vehicle has yet to truly take off. SMAs grew 17 percent, from $528.7 billion in the second quarter of 2004 to $620 billion in the second quarter of 2005, according to a...
During the first four months of this year, convertible investors witnessed a peculiar event. While the Standard & Poor's 500 dropped 4.0 percent, convertible funds declined 6.6 percent, according to Morningstar. The losses were highly unusual...
The proverbial lump of coal is what naughty boys and girls get in their Christmas stockings. But investors who have placed coal stocks in their portfolios over the last year or two have found a gift that keeps on giving. Coal stocks soared by 125...
When the mutual fund scandals broke in September 2003, New York Attorney General Eliot Spitzer and other politicians described the misdeeds in black-and-white terms. According to the original story line, the villains were mainly mutual funds who...
Ever since socially responsible investing began as a protest against the Vietnam War and as a lever to force U.S. multinationals to stop doing business in South Africa the concept has been viewed with suspicion in most parts of the investment...