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New Managers October 2015

MARKETING CHALLENGE: The ups and downs of alternative investing, When new hedge fund managers should start marketing

 

Diane Harrison Diane Harrison is principal and owner of Panegyric Marketing, a strategic marketing communications firm founded in 2002 and specializing in a wide range of writing services within the alternative assets sector. She has over 20 years' of expertise in hedge fund marketing, investor relations, sales collateral, and a variety of thought leadership deliverables. In 2015, Panegyric Marketing received AI's awards for Best Financial Services Marketing & Communications Firm and Business Excellence in Strategy & Positioning Statements - USA, as well as M&A's Excellence in Financial Services Marketing - USA. The firm also won consecutive year awards in 2013-14 as IHFA's Innovative Marketing Firm of the Year and AI's Marketing Communications Firm of the Year- USA. A published author and speaker, Ms. Harrison's work has appeared in many industry publications, both in print and on-line.

The ups and downs of alternative investing

Advisers are gearing up for year-end allocation reviews with clients, and once again, dreading the inevitable pushback from some over increasing or holding steady on alternative investments. Last year, while the S&P 500 returned north of 13%, the hedge fund index universe averaged between 2.5 - 6.1%, adding to the pressure for advisers to keep their clients committed to alternatives.

Why is it so hard for investors to accept that alternative investments are supposed to behave differently than traditional investments? When presented with the argument for including alternatives in a total portfolio, most investors are hypothetically fine wi......................

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This article was published in Opalesque's New Managers a top-down monthly analysis, news and research publication on the global emerging manager space.
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