AN EXAMINATION OF HEDGED MUTUAL FUNDS

An examination into the performance of hedged mutual funds relative to hedge funds and traditional mutual funds.

YALE FINDS THAT NEARLY ONE THIRD OF U.S. FUNDS ARE CLOSET INDEXERS

Study shows that smaller funds that are more actively managed are more likely to outperform their benchmark.

"MUTUAL FUND FLOWS AND INVESTOR RETURNS: AN EMPIRICAL EXAMINATION OF FUND INVESTOR TIMING ABILITY"

Mutual fund investors have been their own worst enemy, as they hurt their performance through poor trading decisions.

"PORTFOLIO MANAGER OWNERSHIP AND FUND PERFORMANCE"

Future performance is positively correlated to managerial ownership.

A QUANTITATIVE ANALYSIS OF MANAGED FUTURES IN AN INSTITUTIONAL PORTFOLIO

"Managed futures comprise a wide array of liquid, transparent alpha strategies which offer institutional investors a number of benefits."

"HEDGE FUNDS HAD ONE OF WORST YEARS EVER IN 2011"

The average hedge fund sank 4.8 percent in 2011, data compiled by Hedge Fund Research showed. The Standard & Poor's 500 stock index, by comparison, ended the year roughly flat. In 2010, the average hedge fund rose by more than 10 percent.

"SEC ADOPTS NET WORTH STANDARD FOR ACCREDITED INVESTORS UNDER DODD-FRANK ACT"

The Securities and Exchange Commission has amended its rules to exclude the value of a person’s home from net worth calculations used to determine whether an individual may invest in certain unregistered securities offerings.

"HEDGE FUNDS TO SEE BIG SHIFT OF ASSETS IN 2012: SURVEY"

Hedge fund investors are likely to move almost a sixth of their cash into the hands of different managers in 2012.

"REVERSE ASSET ALLOCATION: ALTERNATIVES AT THE CORE"

Author suggests finding the expected return from a desired allocation to a core group of alternative assets, and then add bonds and equities.

"BENEFITS OF HYBRID MUTUAL FUNDS: 2006 UPDATE"

Hybrid mutual funds offer unique risk-return opportunities for small investors.

"HEDGE FUNDS FOR RETAIL INVESTORS? AN EXAMINATION OF HEDGED MUTUAL FUNDS"

Hedged mutual funds outperform traditional mutual funds by about 3% per year.

ENDOWMENTS MOVING INTO ALTERNATIVE INVESTMENTS

Endowments have continued their steady trend in 2006 toward alternative asset classes.

"LONG-SHORT FUNDS: EXAMINING MORNINGSTAR'S NEWEST CATEGORY"

Larry Eiben outlines the benefits of adding a long/short fund to a portfolio in NAPFA's monthly newsletter.