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White Paper — New Risk Metrics for a New World

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There was an increased demand for alter­na­tive invest­ments with low cor­re­la­tions after the 2007-09 finan­cial cri­sis. With that came unclear direc­tion with how to mea­sure an alter­na­tive fund’s per­for­mance and risk.

If an alter­na­tive fund is sup­posed to behave dif­fer­ent­ly than the mar­ket, then does com­par­ing it to the S&P 500 index make much sense?

There are a hand­ful of lit­tle known risk met­rics that can be very help­ful in assess­ing invest­ment choic­es, espe­cial­ly those involv­ing alter­na­tive funds.

Marc Odo, CFA®, CAIA®, CIPM®, CFP®, Direc­tor of Invest­ment Solu­tions, explores these risk met­rics and how they can be used to mea­sure the effec­tive­ness of strate­gies that are fun­da­men­tal­ly dif­fer­ent than a cap­i­tal mar­ket index.

Read the paper below:

By |2018-10-09T16:07:29+00:00September 28th, 2018|DOCUMENTS, Research|Comments Off on New Risk Metrics for a New World