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Matthias Knab, Opalesque:

RCM Alternatives writes on Harvest Exchange:

Our main issues are: it doesn't include Managed Futures and the periodic table/quilt doesn't show the magnitude of the moves all that well

There's no argument from the financial community that diversification is needed in your long term investment strategy. The degree of diversification and how much diversification, however, is very much up for debate. We don't think there will ever be a general consensus on this, and for good reason. Alternative Investment managers can't even agree on how much investors should allocate to their slice of the pie, partially because you have to first determine what you want out of your diversification. Everyone wants something different out of their diversification and if someone tells you there's a one size fits all approach, you can usually run the other way.

There's no better evidence of the necessity of diversification than the Callan Periodic Table of Investment Returns that makes the rounds each year.

[see chart on Harvest]

Or as Ben Carlson of "A Wealth of Common Sense Blog," calls it, the asset class quilt.

[see chart on Harvest]

It shouldn't be shocking to know that we've discussed this chart multiple times ( here and here ). Our main issues are: ......................

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