Are Alts Making the Grade?

October 2013
On Wall Street;Oct2013, Vol. 23 Issue 10, p32
Trade Publication
The article explores the performance of alternative investments in 2013. It highlights the ranking of several mutual funds and exchange-traded funds ( ETFs) under Lipper Mutual Fund Performance Analysis including commodities specialty funds, equity leverage funds, and real estate funds. It also suggests that alternative investments offer portfolio diversification, low volatility, and good performance.


Related Articles

  • Staying Afloat Amid a Flood of New Alt Products. Epprecht, Margo // Financial-planning.com;10/1/2014, p7 

    The article discusses issues concerning the selection of the right alternative investments options in the U.S. Topics covered include the availability of alternative investment such as liquid alts, mutual funds and exchange-trade funds, the need for financial advisors for ensure that traditional...

  • The New It Fund. Wang, Penelope // Money;May2005, Vol. 34 Issue 5, p120 

    The article discusses the benefits and risks of a type of investment called exchange-traded funds (ETF), which are index funds that you can buy and sell like stocks. ETFs give you the best of two investing worlds, the low costs and one-stop diversification of index funds, and the tax efficiency...

  • Make Room for Enhanced Alpha ETFs. Chaikin, Marc // Money Management Executive;3/10/2014, Vol. 22 Issue 10, p10 

    The article highlights the two product trends which dominated the exchange traded funds (ETFs) industry, namely smart beta and actively managed ETFs. It is said these investment vehicles aim to compete with index funds and actively managed mutual funds. It looks at the launch of enhanced alpha...

  • ETFs build cheap portfolios.  // Dow Theory Forecasts;5/18/2009, Vol. 65 Issue 20, p1 

    The article provides information on diversified exchange traded funds (ETFs) with low-cost index funds on investors. It recommends traditional mutual funds and features the two all-ETF portfolios that correspond to the growth and conservation investments. Additionally, charts depicting the...

  • A Nest of VIPERs. DeLegge, Ronald L. // Financial Planning;May2004, Vol. 34 Issue 5, p117 

    Provides information on the role of exchange-traded funds (ETF) in the portfolio management strategy of the mutual fund, Vanguard. Launch of the Vanguard Index Participation Equity Receipts (VIPER); Level of motivation of financial advisers to shift assets to ETF; Rule of Vanguard to switch to...

  • Country-specific ETFs: An efficient approach to global asset allocation. Miffre, JoĆ«lle // Journal of Asset Management;Aug2007, Vol. 8 Issue 2, p112 

    The paper shows that country-specific exchange traded funds (hereafter ETFs) enhance global asset allocation strategies. Because ETFs can be sold short even on a downtick, global strategies that diversify risk across country-specific ETFs generate efficiency gains that cannot be achieved by...

  • Buyer beware. Lam, Edward // Fund Strategy;Apr2015, p32 

    The article provides the author's perspective on issues concerning investing in an emerging market dividend exchange-traded fund (ETF). He provides details about emerging market dividend strategies as well as the Horizons Active Emerging Dividend Focused ETF. He also discusses the MSCI emerging...

  • Mid-cap stock funds.  // Consumer Reports Money Adviser;Aug2014, Vol. 11 Issue 8, p10 

    The article discusses investing in middle-capitalization (mid-cap) stock mutual funds and exchange traded funds. Commentary is presented on the performance of these funds over a five-year period as of July, 2014, and on the notable performances of selected funds. An accompanying chart presents...

  • International EIF Assets Doubled Over Past Year To Nearly $83 Billion. Glover, Hannah // Money Management Executive;8/14/2006, Vol. 14 Issue 32, p1 

    The article reports on the investment performance in the international holdings of exchange-traded funds (ETF). The survey reveals that ETF assets had yield great success, specifically showing 38 percent to $335.1 billion turnover. In addition, global ETF also obtains an increase of up to $82.8...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics