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AllAboutAlpha.com is an online strategic information service for the asset management and hedge fund industries. Like a research firm, we immerse ourselves in the latest academic research, scan the headlines and provide subscribers with what we think they need to know as the asset management ... more

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Broad Commodities: Value, Inflation, Implementation
ETF Securities (US) LLC, has issued a white paper, on “broad commodities,” that is, on the use of a broad basket of commodities, as a way of allowing an investor’s portfolio an improved risk-adjusted return.
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EC Marketplace Lending: Just Because I’m Disruptive Doesn’t Mean We Can’t Be Friends
The existence and growth of the alternative lending world, under any name, fits into the story of the explosive growth of total consumer credit since 1969.
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First Quarter: An Industry Recovers From A Dry Spell
Preqin’s review of the hedge fund space in the first quarter of 2017 describes the quarter as a time of “return to form” after a dry spell.
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Hedge Funds And Sell-Side Analysts: Who Is Tipping Off Whom?
Trading by hedge funds uniquely predicts the direction in which stock analysts will subsequent change their ratings. Hedge funds perform best among stocks that get a lot of analyst coverage.
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ESG Concerns Have Multi-Factored Impact On Performance
U.S. investors are still either unconvinced about the impact of material ESG factors or less knowledgeable on the subject than their European colleagues.
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Generation Two Liquid Alternatives
The Generation Two solution is hedge fund replication.The idea is to identify the core market drivers of the performance of the hedge fund strategies at issue, and then replicate those drivers within the mutual fund constraints.
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STOCKS I FOLLOW

AAPL Apple Inc.
AOL AOL Inc. (now part of VZ)
BAC Bank of America Corporation
CSMA Credit Suisse Exchange Traded Notes
CZR Caesars Entertainment
DB Deutsche Bank AG
DBJP DBX ETF Trust
DXJ WisdomTree Japan Total Dividend Fund
EDC Emerging Markets Bull 3x Shares
EEM iShares MSCI Emerging Markets Index
EIS iShares MSCI Israel Capped Investable Market Index Fund
EWJ iShares MSCI Japan Index Fund
FOX Twenty-First Century Fox, Inc. Class B
FOXA Twenty-First Century Fox, Inc. Class A
KKR KKR & Co. L.P.
MNA IQ ARB MERGER ARBITRAGE ETF
REM iShares FTSE NAREIT Mortgage REITs Index Fund
REZ iShares FTSE NAREIT Residential Index Fund
VWO Vanguard FTSE Emerging Markets ETF
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