Alternative Mutual Fund Providers Join Up To Explore Using Alternatives In Portfolios

SAN FRANCISCO, Oct. 1, 2014 /PRNewswire/ -- Continuing past success, leading asset management firms are coming together in a series of forums in multiple cities to help investment professionals learn about building resilient portfolios using alternative mutual funds. The half-day events begin on October 9 in Boston and continue in New York on October 10 and San Francisco on October 23.

The lead sponsors for the Fall 2014 events are Eaton Vance, Forward and J.P. Morgan Asset Management. Arden Asset Management, Callan and the Chartered Alternative Investment Analyst Association (CAIA) are also participating. Additionally, representatives of Charles Schwab & Co., Inc., Envestnet and Morningstar will be among the moderators.  

The half-day events feature panels of experts that will discuss liquid alternative portfolio applications for investors. Topics to be covered include navigating risk, looking beyond traditional income and an informative discussion on bridging the gap between mutual funds and private placements. The keynote speaker in Boston and NY will be Keith Black, Managing Director of Curriculum and Exams at CAIA, the source of the industry's leading educational curriculum and professional designation focused on alternative investments.

Alternative mutual funds, also known as "liquid alternatives," continue to be one of the fastest growing areas of investment management. According to Morningstar, assets under management in liquid alternatives are now approaching $300 billion.

Advance registration for the sessions is required, and attendance is limited to investment professionals, including advisers, investment consultants and institutional investors. For more information, please call (415) 230-6150 or email [email protected]. 

There are risks involved with investing, including loss of principal. Past performance does not guarantee future results, share prices will fluctuate and you may have a gain or loss when you redeem shares.

Alternative strategies typically are subject to increased risk and loss of principal. Consequently, investments such as mutual funds which focus on alternative strategies are not suitable for all investors.

Media contact: Michael Jones
Kanter & Company
(703) 534-2150

SOURCE Forward