Alternative investments for the real world

How alternative investments may complement different portfolio objectives in various market environments

Time to read: 3 min

My last four blogs have defined alternative investments, explained why I believe investors should consider them, discussed performance expectations and outlined how to deploy alternatives in a portfolio. In this final installment of my series, I will apply these lessons to the current volatile market environment and discuss which alternatives may be able to help in various scenarios.

Below, I’ve listed several common investor portfolio objectives. While there are no guarantees that performance will meet expectations, each objective is paired with an alternative strategy that may help investors meet specific goals. 

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Selecting an alternative strategy

How to incorporate alternatives into a portfolio

Time to read : 4 min

I’ve written this summer about the potential benefits of alternative investments. Let’s assume that readers of my previous blogs agree that my ideas have some merit and it is time to diversify into alternatives (alts). The devil is always in the details. Of all the different alt funds available, which is best for a given investor? And where does it fit in a portfolio? In this blog, the fourth in my series explaining the basics of alts, I will suggest a process that may help investors select the best alternative strategy for their objectives.

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How alternative investments may help improve returns while reducing risk

What to expect from the performance of alternatives

Time to read: 2 min

Given the market turbulence experienced so far in 2018, I am not surprised that interest in alternative investments (alts) has picked up. For anyone trying to figure out how to incorporate alternatives into a portfolio, it’s critical to have proper expectations about their performance and how that might differ from traditional equities and fixed income.

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Why should investors consider alternatives?

Explaining the basics of alternative strategies

Time to read: 2 min

Alternative investments (alts) were first embraced by institutions, and some people still view them as a complex solution for complex needs. However, a growing number of alternative strategies are now available via mutual funds. This allows alts to be used by everyday investors to help meet three of their most common investment objectives: building wealth, preserving wealth and providing income.

Why use alternatives?

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Can alternative investments help in uncertain markets?

Explaining the basics of alternative strategies

Time to read: 2 min

For investors, it’s a whole new ballgame in 2018. Markets have become much more volatile and reactive to economic and political events, leaving investors increasingly concerned about what the future will bring for stocks and bonds. This has led to significant interest in investments that may be able to help cushion portfolios during times of market weakness. In my experience, alternative investments, due to their unique performance characteristics, can serve this purpose.

Given this recent increased interest

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