Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Since my last commentary, the Absolute Returns portfolio has exited a number of positions including Vivendi (FR.VIV), which approached our estimation of fair value on a sum-of-the-parts basis. I also ...

Absolute returns funds have let down investors who favored them for their uncorrelated returns after the 2008 financial crisis, according to Cerulli Associates. The funds have underperformed since ...

Investors have started to pull money from the U.K.’s largest absolute return fund after a poor year’s performance. The £23 billion fund saw outflows of £10.2 million over the past 12 months. The fund ...

This article originally appeared in the September issue of REP. magazine and online atWealthmanagement.com. "True faith," said William Ralph Inge, the one-time dean of London's St. Paul's Cathedral, ...

We recently released a study of the generally disappointing results that much-hyped objectives-based investments have delivered to investors. A summary of the research can be found on Morningstar.com, ...

The premise of positive returns in any market is an alluring proposition for risk adverse investors. These types of alternative strategies were once the realm of sophisticated hedge funds and ...

The investment seeks a high level of total return that is consistent with preservation of capital. Under normal market conditions, the fund will invest at least 80% of its investable assets (net ...

Weights are subject to change and may have changed since the date specified. Small differences in rounding may occur and percentages may not add up to 100%. Source: Allspring Funds Management, LLC.

Mutual Fund Returns Explained: It’s not just about finding the highest percentage when it comes to understanding returns on mutual funds. Various measures such as CAGR, XIRR, and absolute return are ...

Questions abound for advisors looking at alternative investment strategies, not the least of which is why the dispersion of returns in supposedly similar strategies is so wide, whether they can ...