Thank you for sharing!

Your article was successfully shared with the contacts you provided.

At times, the mark of a good financial advisor is the ability to accept a strong idea…and then wait patiently for it to emerge in the marketplace. That may be the case now with the concept of adding “alternative investments” to asset allocation programs. (For purposes of this article, we’ll define “alternatives” as hedge funds and managed futures programs.)

Hundreds of alternative programs are searching for financial advisor distribution, and they make a semi-compelling case: If you include alternative investments as one asset class in your allocation model and put 20% into it, overall portfolio volatility will be reduced and risk-adjusted returns will increase, based on historical results.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?


BenefitsPRO Broker Expo 2022Event

The premier educational and networking event for employee benefits brokers and agents.

Get More Information


Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO
Live Chat

Copyright © 2022 ALM Media Properties, LLC. All Rights Reserved.