Is the 60/40 portfolio dead? Why alternatives are important in a low return world.

With bond yields at all-time lows and equity valuations rich, investors are searching for opportunities to improve returns in what appears to be a low return environment looking forward. We believe private alternatives can provide return opportunities in excess of traditional stocks and bonds. Stephanie Lang will explain why adding alternatives to a portfolio can help your client reach their long-term return targets while adding additional diversification benefits to the portfolio.

Learning Objectives:
1. What are alternative investments and why how do they work?
2. Why you should allocate a portion of clients’ portfolios to alternatives?
3. How do we access alternatives?
4. Current market opportunities in alternative Investments.

NASBA CPE Credit: 1 NASBA Field of Study: Specialized Knowledge