Elevated valuations and concentration are driving investor caution” and “pushing allocators to reassess the role of ...

First Trust Advisors L.P. ("FTA") announces the First Trust Merger Arbitrage ETF (NYSE Arca: MARB) (the "Fund"), a series of First Trust Exchange-Traded Fund III (the "Trust"), will change its ...

Calamos Market Neutral Income Strategy continued to deliver on its aim of providing steady gains, regardless of the market’s direction. Our approach—combining an arbitrage sleeve and hedged equity ...

Amid rising interest in capital efficiency, WTLS Fund introduces S&P 500 exposure as the core of a long/short strategy, ...

What Are Market-Neutral Strategies? Market-neutral strategies are investment strategies that aim to generate returns by exploiting pricing inefficiencies in financial markets while minimizing exposure ...

Alternative investments just faced a big test. Some, such as market-neutral strategies, held up well, according to a recent report by Morningstar. Others may find it harder to justify their high fees.

Liquid alternatives are sold as strategies that improve portfolio diversification, especially when traditional stock and bond markets tank. Have they passed the test that markets have posed this year?

Explore 10 essential options strategies every investor should know, from basic calls and puts to advanced spreads, risks, rewards, and real-world use cases explained.

A portfolio of assets that don’t move in tandem may potentially lower overall portfolio risk. Positive returns from uncorrelated assets may boost overall portfolio performance potential. A mix of ...

As per the strategy framework, the fund will allocate up to 65% of its portfolio to short- to medium-term debt and money market instruments, while maintaining a minimum 35% allocation to fully hedged ...

Mohan Balachandran, NISA alumnus and seasoned quantitative investor joins as Director to lead the strategy alongside Kyle Schmidt, Ryan Leary, Eddie Pluhar and Peter Ruymgaart ST. LOUIS, April 8, 2025 ...