"There are many different types of alternative investments, each of which can serve different roles in a thoughtful asset allocation strategy," says James Fields, President of Klingenstein Fields Wealth Advisors. "A primary reason for including alternatives in a portfolio is to try and improve the risk/return profile. Other goals include enhancing overall returns or providing additional sources of income."
The introduction of liquid alternative funds has widened the access of alternative strategies to individual investors. Alternatives offered in a mutual fund structure are highly regulated, offer daily liquidity and typically allow lower minimum investment amounts.
As alternative strategies have increased in popularity and availability, more wealthy investors are considering whether an allocation to alternatives is appropriate for their portfolios. Klingenstein Fields Wealth Advisors' paper provides an introduction to the complex world of alternative investments and their role within a diversified portfolio, including the different types and the opportunities and risks associated with them.
More information: http://www.klingenstein.com/.
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