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.

Continue

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.

Continue

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?

Continue