Strong returns for alternatives attract flows, but advisers should tread carefully
The point of investing in alts is to adjust the risk weighting in a portfolio, so advisers need to identify the risk they're seeking to address, said panelists at the Morningstar Investment Conference.
Financial advisers who are considering adding alternative investments need to remember that the point of these vehicles is to adjust the risk weighting between traditional stocks and bonds, rather than to provide strong returns, panelists at the Morningstar Investment Conference said Monday.
The
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