Managing correlation risk with alternative investments

In 2011, investors continued to struggle with the gap between the historic 10% returns to which they were long accustomed, and the realities of a lower-return, higher-volatility climate. It was a year in which worries over market volatility dominated headlines in the financial press, leaving investors wondering how to adapt their portfolios. But, we believe that to arrive at an effective solution, investors need to start with the right diagnosis.
JAN 04, 2013
In 2011, investors continued to struggle with the gap between the historic 10% returns to which they were long accustomed, and the realities of a lower-return, higher-volatility climate. It was a year in which worries over market volatility dominated headlines in the financial press, leaving investors wondering how to adapt their portfolios. But this white paper by Nathan Rowader, Director of Investments at Forward Management, explains how to arrive at an effective solution, investors need to start with the right diagnosis.

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