While your clients may have relied upon the strength of the stock market to build their portfolio, your job now may be to demonstrate how de-risking works to their favor.
Read PostA graphical look at the fast growing liquid alternatives category—and what financial advisors need to know when evaluating their choices.
Read PostThe Fi360 Fiduciary Score is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management.
Read PostMarket appreciation may have disproportionately grown the equity portion of your clients' 60/40 portfolios. Calamos Hedged Equity Fund (CIHEX) is an alternative to potentially de-risk without trading away equity upside potential.
Read PostHow did alternative funds perform in 2019, a year distinguished by strong gains in most traditional asset classes? Our annual review, including interactive charts for closer analysis, provides a look at liquid alts assets, flows, returns and news highlights.
Read PostCalamos Hedged Equity Fund (CIHEX) is a possible answer for advisors cautious about investing new money in this market this December.
Read PostCalamos Market Neutral Income Fund (CMNIX) is the largest alternative in Morningstar’s $142 billion Alternative Funds category as of 8/31/19, according to Morningstar data. Calamos is the third largest liquid alts provider based on AUM.
Read PostThese are the markets our alternative funds are made for, an opportunity to demonstrate why they’re worthy of financial advisors' consideration as a core allocation in clients’ portfolios.
Read PostTo better appreciate the resilience of the Calamos Hedged Equity Fund (CIHEX) during periods of market volatility, we urge financial advisors to ask three simple questions when conducting due diligence on options-based strategies.
Read PostThe hedged equity approach of Calamos Hedged Equity Fund (CIHEX) is designed to help your clients remain invested across full market cycles.
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