Fact or Fiction: Uncovering the Reality of Alternatives
Cleo Chang, SVP, Head of Alternative Investments, attempts to demystify alternative investing and tackles some the more challenging questions investors have about these products.
AC Alternatives® Funds
A core equity complement that seeks to provide participation in rising equity markets, with a risk management focus when markets decline.
Seeks to diversify and enhance returns of a core fixed income portfolio through comprehensive exposure to the asset class.
A portfolio diversifier with high liquidity*, low volatility and low correlations to traditional asset classes designed to deliver return regardless of market conditions.
Designed to address a client's desire to generate consistent income while mitigating the risks of rising interest rates and heightened volatility.
Designed to tactically navigate global equity markets in pursuit of long-term growth, striving for lower volatility and smaller declines than traditional equities.
* High Liquidity refers to the fact that mutual funds allow shareholders to purchase or redeem their shares on a daily basis. Conversely, hedge funds restrict contributions or redemptions to a monthly or quarterly basis.
The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for, investment, accounting, legal or tax advice.