• Rolodex image for Viewpoints  

    As alternative mutual funds proliferate, Morningstar faces a classification conundrum: How can single categories include funds with entirely different characteristics?

    The question has deep implications for advisors, who will have to look beyond star ratings or past performance and get a deeper sense of an alternative strategy’s inner workings before deciding whether it matches a client’s objectives.

  • University of Alts  

    Did you know the average person in the U.S. spends nearly half a day interacting with media?* This mass consumption creates information overload for many, and it’s a trend we’ve heard a lot about from our advisor clients. Many of our clients noted that investors are coming into meetings having consumed a lot of data points on investments, and are confused about the statistical terms commonly used. To help alleviate this issue, we’ve created the 361 University of Alts Educational Series.

  • Preservation Mode Investing  

    After a somewhat calm third quarter, October and November have been rattled by 24 changes of at least 1% up or down in the S&P 500 Index. (For reference there was not a single 1% move up or down during the third quarter.) This uncertainty once again reminds advisors and investors that they should consider shifting their portfolios from participation mode to preservation mode.

  • Our Response to Morningstar  

    Morningstar recently published a paper titled “Liquid Alternatives Have Yet to Prove They Belong in Portfolios.” We have concerns with the analysis on multiple levels.

  • The Case for Alternatives  

    As temperatures rise, sticky popsicle hands grapple for their pool towels and the markets continue to fluctuate like the ocean waves, now may be a great time to refresh your alternatives knowledge.