Videos
This exclusive series of videos provides a timely, clear, and thorough look at the definitions, categories and implementation of alternative strategies. These groundbreaking videos feature The Director of Alternative Fund Research for Morningstar, Nadia Papagiannis.
Defining Alternatives - All education begins with a strong foundation. This section gives the necessary framework to allow for continued learning.
Alternative Categories - Morningstar has recently updated their categories to include alternatives. Understanding where a given strategy fits and how it should behave is an important step in building proficiency in the world of alternatives. Nadia will take you through each category exploring the general characteristics.
Implementing Alternatives – Perhaps the most popular section for advisors of all experience levels is this section. In this series of videos, Nadia covers Investment Structure, Strategy Selection, Diversifying Among Alternatives, and Selecting a Manager. For additional information regarding implementing alternatives for your specific practice please don’t hesitate to call our investment specialists at 866-361-1720.