Tuesday, November 29, 2022
HomeWealth ManagementA Quants-Eye View of the World of Alternative Investments

A Quants-Eye View of the World of Alternative Investments


During periods of volatility in the stock and bond markets, many advisors consider incorporating alternatives in search of positive returns and added layers of diversification. But how do these strategies really work — and how realistic are these expectations? Join us for a quantitative analysis of liquid alternative investments with a focus on where they fit into a strategy, as well as what sort of outcomes you should hope to accomplish.

 

Join Chris Shuba, Helios Founder and CEO, Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research on December 9th at 8:00 am PST / 11:00 am EST as they discuss: 

  • Alternative investments tend to rise in popularity during, and immediately after, market downturns. Join us as we take a deep dive into how these strategies really work and where they can fit into portfolios
  • The pitches for many of these strategies hinge on being able to enhance portfolio diversification and provide an uncorrelated stream of returns. We’ll dig into if these assumptions are realistic and, if so, how reliable they are
  • We’re going to ditch the pitch and quantitatively evaluate the world of liquid alternative investments with a focus on what kind of outcomes they can accomplish and how they actually modify portfolios
  • A tech-driven process that gives advisors the tools and ease-of-access they need to differentiate — while delivering a truly diverse quantitatively managed portfolio

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

 

 

 

Chris Shuba

Chief Executive Officer

Helios Quantitative Research

 

Joe Mallen

Chief Investment Officer

Helios Quantitative Research

 

Jason Van Thiel

Director of Research

Helios Quantitative Research

 

David H. Lenok – Host

Senior Wealth Planning Editor

WealthManagement.com

 

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