Posts belonging to Category Alternative Funds
Posted by Page PerryonJanuary 30, 2012
Given the array of exotic alternative investments being sold to the public, it’s logical that many investors often don’t understand what they are buying. What is even scarier is that it is likely their professional investment adviser doesn’t understand the alternative investment either. Investment advisers ? 75 percent of them ? admit they do not […]
Categories: Alternative Funds, Alternative Investments, Brokerage Firms, CDOs, Closed End Funds, Common Securities Broker Abuses, Derivatives, Early Retirement Scams, Elder Abuses, Exchange-Traded Funds (ETFs), Fairness/Just & Equitable Conduct, Hedge Funds, High Yield (Junk) Bonds, Investigations, Investment Advisers, Investment Malpractice, Investor Alerts, Life Policies/Viatical Settlements, Limited Partnerships, Misrepresentation/Omission, Mortgage Backed Securities, Nontraded REITs, Oil & Gas, Preferred Stocks, Private Investments/Reg D, REITs, Reverse Convertibles, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools, Structured Notes, Tenant-in-Common Interests, Unsuitable Recommendations, Variable Annuities and Equity-Indexed Annuities
Posted by Page PerryonJanuary 17, 2012
Ordinarily, the evidence presented in a FINRA arbitration is kept “confidential” and secret from the public. That’s the way the securities industry likes it, because it really does not want the public to see the evidence against it. But in its zeal to try to overturn the largest amount ever awarded to individual investors in […]
Categories: Alternative Funds, Alternative Investments, Brokerage Firms, Citigroup Hedge Funds, Citigroup/Smith Barney, Common Securities Broker Abuses, Elder Abuses, Fairness/Just & Equitable Conduct, Investigations, Investment Advisers, Investment Malpractice, Investor Alerts, Misrepresentation/Omission, Municipal Bonds, Private Investments/Reg D, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Unsuitable Recommendations
Posted by Page PerryonJanuary 3, 2012
One former Wall Street hedge fund executive has just published a book in which he claims that investors would have done twice as well as hedge fund investors by investing in U.S. Treasuries over the past decade. Twice as well. Simon Lack, whose book is titled “Hedge Fund Mirage,” is a former hedge fund executive […]
Categories: Alternative Funds, Alternative Investments, Brokerage Firms, Common Securities Broker Abuses, Hedge Funds, Investigations, Investment Advisers, Investor Alerts, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools
Posted by Page PerryonDecember 30, 2011
Is owning index funds a good idea? It depends on the index, according to personal finance expert John Waggoner (“Funds following odd index? Just say no”). Broad based index funds are a good idea, but new exotic niche funds are not.
Categories: Alternative Funds, Brokerage Firms, Exchange-Traded Funds (ETFs), Investigations, Investment Advisers, Investor Alerts, Market Developments, Mutual Funds, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools
Posted by Page PerryonNovember 14, 2011
When world markets move significantly in apparent response to major macroeconomic news, even supposedly “uncorrelated assets” move in unison with them, according to Jason Zweig’s Wall Street Journal article, “Caging Raging Contagion.” Such a significant move occurred last week when the Italian government and bonds collapsed over its fiscal problems, and everything else fell, too.
Categories: Alternative Funds, Alternative Investments, Asset Backed Securities, Bonds, Brokerage Firms, CDOs, Closed End Funds, Common Securities Broker Abuses, Derivatives, Exchange-Traded Funds (ETFs), Hedge Funds, High Yield (Junk) Bonds, Investigations, Investment Advisers, Investor Alerts, Mortgage Backed Securities, Mortgage Securities & Collateralized Debt Obligation Problems, Mutual Funds, Nontraded REITs, Preferred Stocks, Private Investments/Reg D, REITs, Reverse Convertibles, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools, Stocks, Structured Notes
Posted by Page PerryonNovember 7, 2011
Unfortunately, many investors are experiencing first hand the truism that hedge fund managers rarely outperform the market on consistent basis. John Paulson, the hedge fund manager who made a killing when Goldman Sachs let him select bad CDO assets, which he turned around and bet against, is having a tough time in 2011. His hedge […]
Categories: Alternative Funds, Alternative Investments, Bank of America, Brokerage Firms, CDOs, Citigroup Hedge Funds, Citigroup/Smith Barney, Derivatives, Goldman Sachs, Hedge Funds, Investigations, Investment Advisers, Investor Alerts, Mortgage Securities & Collateralized Debt Obligation Problems, Private Investments/Reg D, REITs, Reverse Convertibles, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools, Structured Notes
Posted by Page PerryonOctober 21, 2011
Many investors in alternative investments are in for unpleasant surprises. Alternative investments are very popular these days, as traditional stock and bond investments are not doing well. Alternative Investments include a wide variety of investments that fall outside the traditional stock and bond categories. Examples include structured products (such as principal protected notes and reverse […]
Categories: Alternative Funds, Alternative Investments, Asset Backed Securities, Brokerage Firms, CDOs, Common Securities Broker Abuses, Derivatives, Elder Abuses, Exchange-Traded Funds (ETFs), Hedge Funds, High Yield (Junk) Bonds, Investigations, Investment Advisers, Investor Alerts, Life Policies/Viatical Settlements, Nontraded REITs, Peer to Peer Loans, Preferred Stocks, REITs, Reverse Convertibles, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools, Structured Notes, Tenant-in-Common Interests
Posted by Page PerryonOctober 13, 2011
While alternative funds have grown in popularity, they have not lived up to their hype. Mutual funds composed of alternative investments have proliferated in recent years and brokerage firms have sold billions of dollars of them as a way to combat low returns and high volatility that have soured investors away from traditional stock and […]
Categories: Alternative Funds, Alternative Investments, Brokerage Firms, Common Securities Broker Abuses, Hedge Funds, Investigations, Investment Advisers, Investor Alerts, Nontraded REITs, Reverse Convertibles, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools, Structured Notes
