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The article discusses projected returns of over $120 billion to investors from private-equity firms that specialize in buying and selling companies due to profits from investments in 2013. Topics include stock market growth, debt markets accepting offerings from private-equity-owned companies, and private equity firms' need to pay back investors after heavy purchasing prior to the financial crisis of 2008.

The article discusses the business ethics of hedge funds in light of the criminal indictment brought by U.S. federal prosecutors against the hedge fund SAC Capital Advisors, run by Steven A. Cohen. Topics include business transparency of hedge funds, the work hedge funds undertake in interpreting data for portfolio management, and the fee structures that investors pay to hedge funds for investment returns.

The article focuses on the private equity fund company Elevation Partners. The firm's effort to attract investors to a new $1 billion private equity fund is examined in relationship to extremely erratic results of past investments, in which profits from investments in Internet industry firms Facebook Inc. and Yelp Inc. after those firms went public in 2012 have compensated for previous losses from other investments.

The article reports that the private equity fund Blackstone Group LP will convert part of its share of BankUnited Inc. to nonvoting preferred stock. The change came after financier Stephen Schwarzman, Chief Executive Officer (CEO) of Blackstone, objected to U.S. Federal Reserve Board requirements that bank owners give the board personal financial information.

The article examines private equity funds. A trend among such investment companies is considered in which funds are less frequently engaged in large leveraged buyouts of corporations due to the lower availability of debt following the global financial crisis and higher prices for acquisitions of public companies. The effect of this trend on the institutional investors who are major participants in private equity funds is discussed.

This article presents information about Keith Anderson, the privacy-loving chief investment officer for Soros Fund Management, the fund that holds the wealth of billionaire extrovert George Soros. Anderson avoids television interviews, public speeches, and the social scene. He prefers to discuss investments with a few confidantes and believes his low profile allows him to be more flexible with regard to stock trades.

This article reports that an increasing number of insurance companies are deciding to outsource the management of their own portfolios. The economic crisis has caused many insurance companies to discover the weakness and complexity of their investments and have decided they are better off concentrating on underwriting and the insurance business and having professional investors manage their portfolios. Those managing insurance money include Deutsche Bank, BlackRock, and Goldman Sachs Group.

The article examines the acquisition of financial services firm Metropolitan West Asset Management LLC by TCW Group Inc. Bond fund managers from Metropolitan West have been assigned larger portfolios of mortgage-backed securities by TCW, following that company's dismissal of its head investment manager Jeffrey Gundlach.

The article examines the portfolio management of the investment fund of the Financial Industry Regulatory Authority (Finra), a financial services industry self-regulation organization. The fund suffered major losses during the global financial crisis in 2008. It has changed its asset allocation to reduce the fund's exposure to risk. This has led the fund to miss much of the benefits of 2009's stock market rally.

The article reports that investors who are clients of the private equity firm Cerberus Capital Management LP have withdrawn over $5.5 billion from hedge funds operated by Cerberus, 71 percent of those funds' total assets. Cerberus had previously suffered large losses in its investments in the U.S. automobile industry. The company is presented as an example of the problems facing hedge funds in the aftermath of the global financial crisis.

The article focuses on the management of the endowment of Harvard University. The fund's head, Jane Mendillo, was hired in 2008 and has spent a year dealing with the devastating effects of the global financial crisis, which has caused a 30 percent decline in the endowment's assets. Mendillo plans to place more of the endowment's funds under control of investment managers employed directly by the endowment itself.

The article reports that the Ohio bank National City Corp. is close to a deal in which it will acquire over $6 billion in financing from a group led by the private equity firm Corsair Capital LLC. The investors will pay approximately $5 a share for their stake in the bank, which has suffered major losses due to the collapse of the housing market in its state.

The article examines a common management practice in hedge funds, contract agreements which place limits on an investor's right to withdraw his money from the fund. The funds justify the practice by saying that forced sales to redeem an investor's money only create further losses for all other fund investors. Critics note that funds still charge large management fees on investments they will not allow to be redeemed.

The article reports that the private equity firm TPG and other investors are close to a deal to invest $5 billion in the troubled savings and loan company Washington Mutual Inc. The deal would allow Washington Mutual to meet pressing capital requirements created by losses in its mortgage loan portfolio. It would also, however, substantially dilute the holdings of the firm's stockholders. The bank's stock has fallen 74 percent in 2007-2008.

The article reports that futures prices in oil, gold, and other commodities have fallen sharply from record highs set in early 2008. Investors and securities traders are being forced to sell futures to meet their margin calls in trades made in the collapsing markets for mortgage bonds and collateralized debt obligations, a process known as "deleveraging."

The article focuses on a renewed popularity and success which hedge funds, including those offered by Sciens Capital Management, are seeing in the fall of 2007 following a financially devastating summer. The renewal has been linked to investment advisers who anticipated the subprime mortgage crisis and won bets they made against financial companies and lower rated segments of debt.

The article focuses on financial losses which have been seen in 2007 in European mutual funds and banks, including French insurer AXA SA's money management unit and the German bank KfW, as a result of their involvement with investments backed by the U.S. subprime mortgage market, which had a crisis in 2006 and 2007.

The article reports that the Apollo Management LP private equity firm is planning to sell a minority stake to the investment arm of the Abu Dhabi government, a move that indicates a possible public listing. The little known Abu Dhabi Investment Authority is the most sophisticated and richest investment vehicle in the Persian Gulf.

The article focuses on factors, including tax benefits, cheap purchases and the chance for large profits, which influence wealthy investors decisions to invest in industries or corporations that other investors avoid. A discussion of several investments of this type, including the purchase of the Tribune Co. by Sam Zell, which were implemented by the wealthy investors known as buyout specialists, is presented as an example.

The article focuses on an increase in the number of hedge funds including Tiger Global LP and Citadel Investment Group investing in China that are choosing to conduct private deals rather than buy on the country's stock market in an effort to get a better price on stock. The companies are conducting the deals in an effort to acquire large portions of stocks in Chinese companies that often only have a small percentage of shares that trade publicly.

The article presents predictions concerning the financial conditions of, and financial dealings of, private equity firms in the United States in 2007. A discussion of the financial success of several private equity firms which was seen in the country in 2006, and the factors which led to it, is presented.

The article focuses on the desire of United States mutual funds to find a new way to pay for the research reports they use to help decide what stocks to buy and sell, in an effort to reduce costs for mutual fund investors. A discussion of the traditional methods mutual funds have used to compensate brokerage firms for their research reports is presented.

The article focuses on the decision of activist investor Carl Icahn to no longer participate in investment projects with partners. A discussion of a failed business deal with Reckson Associates Realty Corp. which Icahn entered into with partners, which led to his decision to no longer work with partners, is presented.

Offers a look at the performance of the U.S. dollar in international financial markets as of July 12, 2005. Report that the dollar reached a 52-week high against the euro; Impact of the dollar's improving performance on the U.S. stock market; Claim that U.S. investors are decreasing their exposure to foreign stock in response to the dollar's rise; Design of mutual funds and certificates of deposit designed to increase with the dollar's increasing value; Comments on the volatility of currency markets and the resulting risks of investments based on currency; Analysis of investment strategies based on the dollar's improving performance. INSETS: Dollar Strategies;Betting on the Dollar's Rise.

Reports on the resignation of Philip Purcell, CEO of Morgan Stanley & Co. Impact of Purcell's merger of his company, Dean Witter, with Morgan Stanley, on the financial services industry; Criticism for Purcell's model of full-service financial firms; Report that major financial services firms are responding to changes in consumer demand for smaller companies; Changes in the organization of Citigroup Inc., Legg Mason, American Express Co., and other companies; Projected financial performance of Morgan Stanley in the second fiscal quarter; Comments of Purcell on his decision to resign.

The article reports on the price increase of gold due to the decision of the U.S. Federal Reserve to maintain its interest rates and include topics on investments management, the banking industry in the U.S., and the value depreciation of the U.S. dollar.

The article reports on the decline of the U.S. stocks due to the anxieties in the global growth and include topics on decline in the economic growth in China, the investment management, and the economic aspects of the oil prices.

The author discusses the principles that investors should adhere to during major economic and political changes, which include diversification, the risks associated with emotions and biases, and the price of admission to earn high long-term returns.

The article discusses the different aspects of closed-end funds, and mentions topics that include the advantages of investing in closed-end funds, how closed-end funds are used, and things to consider before investing in closed-end funds.

The article offers personal financial advice on how to overhaul a financial portfolio in preparation for 2014, which includes rebalancing investments and avoiding ten-year U.S. Treasury bonds.

The article discusses master limited partnerships (MLPs), focusing on the potential impact of rising interest rates on MLP investors and mentioning the financial performance of an MLP issued by the fracking sand producer Hi-Crush Partners.

The article presents pieces of advice on acquiring and managing investment properties. It highlights the importance of identifying the rental potential of a property before acquiring it. The author warns investors about being over confident about their capability to refinance properties in the future.

The article focuses on the decision of financial adviser Michael Chasnoff to assist his clients benefit from market volatility by using real-time rebalancing, a principle in investment that urges investors to add or sell stocks and bonds in their portfolios.

The article offers advice to investors on using social media as a technology platform in wealth management and stock brokering.

The article focuses on investment advice and account management services offered through 401(k) plans in the U.S.

The article focuses on various strategic tools that investors and companies could utilize in the event of a major economic slowdown in China, including the shorting of exchange-traded funds, investing in currencies and commodities and hedging on a decline in Chinese currency.

The article focuses on the decision of affluent young people who belong to the generation X and Y to adopt the strategy of safe investments, which is seen by financial advisers as detrimental to the growth of their money through other investment vehicles.

The article presents questions and answers related to alternative investments including ways to protect against a rise in the market's volatility, and the appropriate hedging instrument against problems involving municipalities and municipal bonds.

The article reports on the move by the Federal Reserve Bank of New York to create a unit to be called Special Investment Management Group which is tasked with overseeing the parts of its balance sheet obtained from bailing out securities firms.

This section offers news briefs related to financial advisers as of September 2, 2009. Financial advisers are telling investors who are said to be worried about portfolio losses during stock-market recovery about diversification, goal-setting, and timing. Cited ways to prevent a Ponzi scheme are screening prospective hires developing internal controls, and ensuring employees monitoring risks. Financial advisers like Bryan Lee of Strategic Planning Inc. manage their own money but have their planner to handle asset allocation and hold them accountable.

The article discusses the efforts of financial institutions to protect their mutual-fund portfolios. Steven Enright of Enright Financial Advisors employ mutual funds whose managers can change assets to deal with market conditions. Brian Kazanchy of RegentAtlantic Capital LLC said that creating strategies for asset allocation can give a significant value especially if it is based on research on valuations and long-term trends. Bingham, Osborn, and Scarborough LLC removed the high-yield bonds in its client portfolios to reduce liquidity risk in 2008.

This article focuses on the cautious stance of Farr, Miller & Washington LLC towards the stock market after the market posted gains over the past two months. The company's analyst and portfolio manager Keith Davis said that the rally in the stock market is more than what should the current economic condition should reflect. It notes that the company has increased its cash to more 10% of the its total assets as opposed to its normal percentage of 5% to 10% of total assets.

This article focuses on the investing philosophy of Richard Ferri, chief executive officer (CEO) of Troy, Michigan-based investment-advisory firm Portfolio Solutions Inc. It describes Ferri's investment strategy as focusing on low costs and stock- and bond-index funds. It says that Ferri typically charges 0.25% as advisory fees, which is less than half the industry standard. Ferri believes that investors should be not pay more for financial advise. It presents information on the investments of Portfolio Solutions Inc.

The author discusses issues in managing funds. He explains that one must avoid managers who are unknown or unregulated. He notes that one is safe when funds are held separately in custody at a big broker-dealer firm regulated by the Financial Industry Regulatory Authority and backed by the Securities Investor Protection Corporation. He advises one to double check investment records that appear too steady over the long term.

The article presents options from retirees regarding their investments and finances. In the Currents Events Club meetings at Devonshire, the global financial crisis and various financial options were discussed. Don Holland who retired from IBM considered taking his savings out of a bank and paying rent in advance. Walt Langerman reviewed his investments and bought municipal bonds. Mr. Terry Seeman bought 200 shares of Philip Morris International Inc. while Howard Waag moved his money into three different banks.

The article reports that Tracinda Corp., the investment firm owned by financier Kirk Kerkorian, has acquired 4.7 percent of the outstanding shares of Ford Motor Co., and is planning to make an offer for 1 percent more at a premium of 13 percent over the stock's April 25, 2008 closing price. Unlike with many of his other investments, Kerkorian has no desire to force changes in Ford's management.

The article focuses on a change which has been seen in the amount of time U.S. investors are holding on to their investments. According to Sanford C. Bernstein & Co.'s chief investment officer Vadim Zlotnikov, the average holding time for has gone from more than a year in 1998 to less than seven months in 2006. Technology and lower trading costs have been attributed to the change.

The article offers tips for capitalists and investors who want to buy and sell mutual funds successfully. A discussion of the advantages of buying the top-performing no-load stock fund from the previous year, avoiding funds which focus on foreign stocks or a single industry, and purchasing funds who have shown poor financial performance, is presented.

The article presents advice to consumers who wish to transfer their financial savings into laddered bond portfolios after retiring. The advantages and disadvantages of transferring savings into laddered bonds are discussed. A discussion of the advantages of diversifying retirement investments instead of investing in only one area such as bonds or annuities is presented.

The article looks at how to use market momentum to increase returns. Research director Larry Swedroe, from Buckingham Asset Management, describes when to rebalance one's mutual fund holdings. The article discusses emerging-market stocks, the use of momentum in purchasing stocks, and real-estate investment trusts.