Finding Alternative Investments that Make Sense for Your Clients

Stolz, Richard F.
May 2010
Journal of Financial Planning;May2010, Vol. 23 Issue 5, p24
Academic Journal
The article offers alternative investments that can be used by a company in improving client relationship in the U.S. According to a survey, 73 percent of financial planners are using and recommending exchange-traded funds (ETFs) and client-based investments. It states that financial advisers consider portfolio diversification with low correlating asset as the one of their top reasons for shifting funds into alternative investments. It also mentions that true alternative investment must include long-short funds that are used for shorting, bear market funds having short equity exposure, and currency funds having trade sport currency.


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