Shawn Park, Director of Product Management and Analytics, discusses how the use of alternative investments in a traditional asset allocation can lead to a more diversified portfolio.
Video recorded 11/05/15.
Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
Alternative investments are not suitable for all investors.
Annualized Standard Deviation is a statistical measure of the historical volatility of a mutual fund or portfolio.
Asset allocation/diversification does not guarantee investment returns and does not eliminate the risk of loss.
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