• Warren Buffett
  • Volvo
  • NASDAQ Composite Index
  • 10 Year Treasury
  • Commercial Banks
  • JPMorgan Chase
  • Emerging Markets
  • Commerce Department
  • Stock Market
  • Home
  • Practice Management
  • Research & Insights
  • Alternatives
  • ETF Managed Portfolios
  • Home>Alternative Investments>Alternatives Investing>Mainstreaming Alternatives: Risk vs. Reward

    Related Content

    1. Videos
    2. Articles
    1. Session 2: Midyear Portfolio Checkup and Risk Factor Review

      Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

    2. Session 3: Best Investment Ideas Roundtable

      A panel of Morningstar equity, mutual fund, and ETF experts detail several individual investment opportunities and sensible investing strategies for income and growth in today's tough market.

    3. Emerging -Markets Bonds Similar to Other Risk Assets

      Although developing-markets debt purchases have been escalating of late, investors should be aware of the correlations to other assets as well as currency risks, says Morningstar's Eric Jacobson.

    4. Some Room for Upside in July Employment

      Lower unemployment claims, a convergence with ADP data trends, and milder seasonal adjustment factors could modestly boost July's BLS job data above consensus, say Morningstar's Bob Johnson and Vishnu Lekraj.

    Mainstreaming Alternatives: Risk vs. Reward

    Insight from the 2011 BrightTalk Investment Summit. 

    Mallory Horejs, 08/01/2012

    On July 25, BrightTalk and Morningstar collaborated to host a series of interactive, educational sessions geared toward financial advisors. The online event offered insights from industry thought leaders on investing in a volatile market and achieving financial success while continuing conversations initiated at the 2012 Morningstar Investment Conference. Morningstar analysts moderated the panel discussions, which covered topics ranging from ETFs to dividends to emerging markets, and of course, alternatives.

    The "Mainstreaming Alternatives: Risk vs. Reward" webinar included two panelists: Robert Seawright, chief investment and information officer of Madison Avenue Securities, and James A. Jones, CEO and founder of AlternativeAssets IRA. Seawright's work focuses on best ideas and practices for registered investment advisors and can be seen in his widely followed "Above the Market" blog. Jones is also a nationally recognized speaker, author, and educator, and his expertise lies in providing resources and education for investors running self-directed IRAs. 

    Given their different areas of focus, Seawright and Jones were able to provide unique perspectives relevant to both the advisor and individual investor level. Topics covered in the session included the definition of alternatives, strategic opportunities, risk management, and allocation size. One key takeaway was that the key driver for investing in alternatives has gradually shifted from the pursuit of absolute returns to better risk management. 

    A replay from the "Mainstreaming Alternatives: Risk vs. Reward" webinar can be accessed here.


    Mallory Horejs is an alternative investments analyst with Morningstar.