Fri, Jul 1, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Trends in alternative investments - First Trust Advisors

Thursday, April 17, 2014

Mark Melin, Opalesque Futures Intelligence, Chicago:

In this interview, Opalesque Futures Intelligence Editor Mark Melin discusses current trends in alternative investing with Rob Guttschow and John Gambla of First Trust Advisors

Mark Melin: Can you just describe the benefits of adding alternative investments to a traditional portfolio?

Rob: Thank you very much Mark. The benefits of investing in alternatives are their ability to potentially enhance the risk-return characteristics of a traditional investment portfolio. First Trust is getting into the alternatives market to offer financial advisors and their clients the tools they need, via the ETF market, to build well diversified high return per unit of risk portfolios. John and I currently manage two ETFs focusing on alternatives and eventually hope to build an entire suite of alternatives to fit a variety of investor needs.

Traditional investments focus on building diversified portfolios of long only stocks, long only bonds and cash. Alternative investments, on the other hand, seek out non-traditional alphas and non-traditional betas seeking to capture returns from these non-traditional sources. Because alternatives are seeking returns in different places and in different ways than traditional portfolios, they often times have low or even negative correlations with stock and bond markets.

Modern portfolio theory says more diversification is generally a good thing. Alternative inve......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Soros, Druckenmiller among hedgies profiting in market plunge, Hedge funds were most bullish on bonds since 2004 before Brexit, Surprise Brexit vote unleashes scramble for dollars, High-yield hit on Brexit but no panic selling, Scientist turned hedge fund founder lured to pound, euro, Hedge fund avoids commodities, posts big gains[more]

    Soros, Druckenmiller among hedgies profiting in market plunge From HITC.com: Bullish positions in gold and volatility and well-timed short bets on China and emerging markets, among other areas, were some of the trades that benefited hedge funds on Friday as markets digested Britons' s

  2. Manager Profile - A 26-year old hedge fund manager called Brexit — here's what he thinks about the historic vote[more]

    From Businessinsider.com: Taylor Mann is not your typical fund manager. The twenty-six year old Texas A&M graduate manages Pine Capital in Larue, Texas (population 160), where he resides with his three-year old daughter. Also atypical compared with many of the largest funds out there, Mann makes

  3. Chesapeake Partners to liquidate hedge fund amidst 'hostile environment'[more]

    Komfie Manalo, Opalesque Asia: Chesapeake Partners Management, the hedge fund run by woman fund manager Traci Lerner said it would return investors’ money after 25 years because the market environment has become "hostile" to manage other people’s money, reported

  4. Europe - George Soros says Brexit has ‘unleashed’ a financial markets crisis, Brexit—what we know, Will the UK’s departure be a ‘soft-Brexit’ or a ‘hard-Brexit’?, Brexit: Six-point action plan for asset managers[more]

    George Soros says Brexit has ‘unleashed’ a financial markets crisis From Bloomberg.com: Britain’s decision to leave the European Union has “unleashed” a crisis in financial markets similar to the global financial crisis of 2007 and 2008, George Soros told the European Parliament in Bruss

  5. Hedge Fund Due Diligence Exchange offers complete due diligence reports at $1500[more]

    Matthias Knab, Opalesque: HFDDX is offering complete alternative investment due diligence reports at $1500 US. Industry professionals can simply go to www.hfddx.com and indicate their interest in sponsoring one or more DD Reports for $1500 each.