Despite recent strong performance on the equity front, restricting investments to traditional asset classes is unlikely to be a viable option for clients looking for strong returns and a steady income flow.
Use these articles to brush up on your knowledge of alternative investments and how they can fit into your clients’ portfolios.
Many advisors get confused by what alternative investments entail. Typically, one associates alternative investments, or alts for short, with hedge funds. However, there is much more to alts than just hedge funds.
People are focusing on equities, so precious metals aren’t getting much attention.
A few years ago the thought of a hedge fund manager tipping his hand or letting investors get a glimpse inside his “black box” was laughable, the stuff of fairy tales.
Alternative investments will increasingly become part of institutional and high net worth (HNW) portfolios. In fact, they are likely to blend right in to the traditional portfolio, supplanting long-held notions of what the portfolio core should look like.
Participants: Marilyn Trentos, vice president & investment advisor, RBC Dominion Securities; and Nicolas Del Sorbo, senior vice president & senior investment advisor, HSBC Securities (Canada) Inc.