Liquid Alternatives: Non-correlation in a 1940 Act Structure

Portfolio manager viewpoints.

Alternative investment strategies are becoming increasingly accessible to financial advisers and their clients.

While once quite limited in their availability, and offered, for the most part, to institutional investors and the wealthiest individuals and family offices, they are now being distributed more widely in the form of a mutual fund. Opportunities for advisers and their clients are growing in ways that potentially offer new sources of portfolio diversification and less correlated returns.

As the number of alternatives in a '40 Act structure continues to grow, wealth managers should understand how these products and strategies complement their more traditional holdings and may contribute more robust client portfolios.

In this interactive webcast, a panel of investment experts will discuss how certain types of alternative investments, including managed futures, function and can help diversify clients’ portfolios.

Date: Wednesday, November 30, 2011
Time: 4:00 p.m. - 4:45 p.m. ET

Topics covered include:

The true differences between correlated and non-correlated strategies
How much exposure your clients should have to liquid and illiquid alternatives
How to access alternatives in ’40 Act funds or other structures
How alternative investments are expected to perform in various market conditions

Attendees may submit questions in advance of this free webcast. About Portfolio Manager Viewpoints: This and other InvestmentNews sponsored webcasts are produced with the financial support of sponsoring companies, who provide InvestmentNews with approved speakers, but have no control over the editorial content of the webcast. A free and invaluable resource.