Robert Kelly is managing director of XTS Energy LLC, and has more than three decades of experience as a business executive. He is a professor of economics and has raised more than $4.5 billion in ...

If there’s one topic most advisors dread more than market volatility or compliance paperwork, it’s talking about fees. Few things make an advisor’s pulse spike faster than a client asking, “So… what ...

Roberto Croce, PhD, Avishek Hazrachoudhury, Sladja Carton, and Suren Karapetyan for Fidelity Investments. Fidelity proprietary research has found that in a trend–following approach, it is possible to ...

In the past few years we have seen a resurgence of the use of portable alpha strategies tied to hedge fund investments (and the financing arrangements that accompany them), a trend that this old-timer ...

Looking beyond returns, a screen of active equity mutual funds based on alpha and standard deviation reveals five schemes that combined strong benchmark outperformance with relatively lower volatility ...