CURRENT HEADLINES

Try Asset Allocation to Dampen Volatility, Rather Than Derivatives

Try Asset Allocation to Dampen Volatility, Rather Than Derivatives

The quest for diversification is ultimately an endeavor to mitigate overall portfolio volatility. The traditional means of portfolio-volatility reduction involve “derivative overlay” strategies – options and futures – but these means are ... [read more]

CAIS Adds Additional Banks to its Structured Notes Platform

CAIS Adds Additional Banks to its Structured Notes Platform

As a leading platform for the delivery of financial solutions and alternative investment products to the wealth management community, CAIS is consistently looking to expand the range of products it can bring to the table. One recent area of ... [read more]

Bill Eigen JP Morgan Absolute Return Fixed Income

Video: Mitigating Risk with Absolute Return Bond Investing

Bill Eigen, CIO of Absolute Return and Opportunistic Fixed-Income Investing for J.P. Morgan Asset Management, explains his investment philosophy in this video: “Absolute return” should mean “mitigating risk.” “Right now, we’re almost at ... [read more]

Catalyst Funds Converts Third Hedge Fund to Mutual Fund

Catalyst Funds Converts Third Hedge Fund to Mutual Fund

Alternative mutual funds are often billed as packaging “hedge fund strategies” under the ’40 Act fund structure – so who better to manage liquid alternative funds than hedge fund managers? Catalyst Funds has now converted three hedge funds ... [read more]

HEADLINE NEWS

IN DEPTH

COMMENTARY

361 Capital No Time to Wipe Out

361 Capital: No Time to Wipe Out

361 Capital Weekly Research Briefing November 24, 2014 Timely perspectives from the 361 Capital research & portfolio ... [read more]

Odds & Ends Common Sense, Pershing, DoubleLine...

Odds & Ends: Common Sense, Pershing, DoubleLine…

In this edition of Odds & Ends: Common Sense Announces New Line of Liquid Strategies HFMWeek Awards Pershing Prime ... [read more]

361 Capital Everyone Blew Out In October...

361 Capital: Everyone Blew Out In October…

361 Capital Weekly Research Briefing November 17, 2014 Timely perspectives from the 361 Capital research & portfolio ... [read more]

RESEARCH

Try Asset Allocation to Dampen Volatility, Rather Than Derivatives

Try Asset Allocation to Dampen Volatility, Rather Than Derivatives

The quest for diversification is ultimately an endeavor to mitigate overall portfolio volatility. The traditional means of ... [read more]

Sharpe Ratio Not the Best Metric for Maximizing Portfolio Efficiency

Sharpe Ratio Not the Best Metric for Maximizing Portfolio Efficiency

Peter Hecht, Ph.D., Senior Investment Strategist for Evanston Capital Management, says he cringes when people from the ... [read more]

Liquid Real Assets An Alternative to Liquid Alternatives

Liquid Real Assets: An Alternative to Liquid Alternatives

Vince Childers, CFA and portfolio manager of the Cohen & Steers’ real assets strategy, says that liquid real assets are ... [read more]

VIDEOS

Bill Eigen JP Morgan Absolute Return Fixed Income

Video: Mitigating Risk with Absolute Return Bond Investing

Bill Eigen, CIO of Absolute Return and Opportunistic Fixed-Income Investing for J.P. Morgan Asset Management, explains his investment philosophy in this video: “Absolute return” should mean “mitigating risk.” “Right now, we’re almost at a crossroads in fixed-income, because ... [read more]

Rick Lake discusses liquid alternatives

Video: Rick Lake Suggests 10-25% in Liquid Alternative Strategies

“Liquidity strategies represent the democratization of hedge funds,” according to Rick Lake, co-chairman and treasurer at Lake Partners. Mr. Lake breaks down the meaning of “liquid alternatives” in this video, first explaining liquidity and then the “alternative” component – ... [read more]

Arden liquid alternatives

Video: Arden’s Henry Davis Discusses Liquid Alts

Henry Davis, president of Arden Asset Management, was among the first to bring “hedge funds to the masses” by broadening access to retail investors. In this video with CNBC’s Andrew Ross Sorkin, Mr. Davis says liquid alts are a good thing because they provide more choice, and ... [read more]