Traditional asset allocators have relied on correlations to control volatility in the portfolio since Modern Portfolio Theory was first introduced in the 1950s. By combining risk assets with low or negative correlations (along an Efficient Frontier), investors hope to...read more
In conversations with advisors, many are asking if they really need liquid alternatives to effectively manage retail portfolios. After all, many point out that liquid alts have underperformed stocks and bonds, the fees are high and clients don’t understand them. I...read more
We’d value the opportunity to have a discussion with you. Best wishes for 2017!