Is Your “Balanced” Portfolio Still Balanced?
Presented by: Eileen Ward, Regional Vice President, LoCorr Funds
This program will look at the benefits of diversification in a portfolio using alternative investments. We will discuss how low correlation to stocks and bonds can help enhance long-term performance with potentially lower risk. Concepts for building a modern portfolio will be presented, as well as tips for adding low-correlating strategies to a portfolio.
Managed Futures is introduced and examined as a potential vehicle to providing low correlation to a diversified portfolio.
One hour of CFP® CE Credit is approved.