Putting Alternative Mutual Funds to Work
National Roadshow Helps Advisors Implement Alternatives in Client Portfolios
CHICAGO, April 10, 2012 /PRNewswire/ -- Stock market swings and minimal yields afforded by most fixed income vehicles over the last few years have made financial advisors increasingly hungry for investments that can help minimize volatility and downside risk while creating new growth opportunities in client portfolios. This in turn, has prompted greater interest in so-called liquid alternatives, or hedge fund-like strategies available as mutual funds. However, many advisors need help understanding alternative strategies and the best ways to efficiently implement them. With that in mind, on April 10, 2012, a consortium of nine leading mutual fund firms with wide-ranging expertise on alternative investments is launching a second roadshow to build on last year's first ever Alternative Mutual Fund Forum.
The firms sponsoring the 2012 tour include Altegris, Driehaus, Eaton Vance, Forward, Guggenheim Investments, JP Morgan, Fortigent, Morningstar and Ramius.
While the 2011 roadshow served as a broad introduction to alternatives, this year's seven-city tour emphasizes ways to utilize them in portfolio construction. Every stop on the tour will include portfolio implementation educational session, giving advisors the opportunity to raise questions and hear about best practices from portfolio construction experts.
The series of events, which kicks off April 10 at the Morningstar Auditorium in Chicago, will continue to give attendees access to top investment managers and research analysts who will explain their investment philosophies and the strategies behind different types of alternative funds. Scheduled sessions will address the use of long/short strategies for equities, debt and commodities, while others will look at managed futures and implementing a global macro/multi-strategy approach.
Following on the heels of last year's highly successful 9-city Alternative Mutual Fund Forum tour, the 2012 itinerary includes, in addition to Chicago, stops in Philadelphia (April 12), Denver (May 1), Dallas (May 3), Palo Alto (May 15) and Seattle (May 17) before wrapping up in New York on May 22.
Contact:
Financial advisors contact:
E-mail [email protected]
Media contact:
Victoria Odinotska
Kanter & Co.
703-534-3735
SOURCE Kanter & Co.
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