Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. The funds aim to produce positive results almost every year. New entrants include Loomis ...

Much of the confusion about what an absolute-return portfolio is arises from the rather cavalier way that some of these funds are labeled. Many funds are advertised as absolute-return plays simply ...

A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of traditional U.S. aggregate bond assets can be switched to absolute return assets. “Unconstrained Bond Investing ...

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 ...

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 ...

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, ...

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 ...

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 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 ...

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 ...