Everyone from BlackRock to Vanguard in the alt space
Investor returns reveal why sometimes investors are their own worst enemy.
All these funds attempt to reduce the risk of underperformance by diversifying across multiple 'factors,' but there are important differences among them.
A solution in search of a problem?
Running global macro strategies, Bronze-rated UBS Dynamic Alpha and MFS Global Alternative Strategies have benefited from currency and equity market volatility.
Correlation to stocks and bonds varies depending on the strategy used.
Interest-rate fears and potential tapering of the Fed's bond buys could put these diversifying offerings on investors' radars.
Gratus Capital Management is an SEC registered investment advisor. Our ADV documents are available upon request. The opinions expressed are as of the pubication date and may change as market conditions vary. As with any investment, past performance is not a guarantee of future results.
Everyday investors will not wish to copy the famed pension funds, but they can pick up some tips.
But passive equity and alternative strategies continue to draw interest.